Industry: Investment Banking/BFSI/NBFC Treasury/AIF/Capital Markets

Preferred location : Chennai/Mumbai

Job Objective:

We are seeking a highly motivated and detail-oriented individual to join our team as a Senior Associate for our Investment Management Business. The individual will be primarily responsible for developing, maintaining, and enhancing financial models to evaluate investment opportunities, support fund structuring, portfolio monitoring, and investor reporting across multiple Alternate Investment Funds (AIFs).

This is a critical role that interfaces with the investment, fund management, and strategy teams, playing a key role in capital deployment, asset monitoring, and fundraising support.

About Capital Stack:

CapStack Group ("Capital Stack") is a neo-investment bank and an investment manager creating access to capital for financial institutions and mid-market enterprises. We bring together the best of technology, underwriting, portfolio risk management, advanced analytics and the practices of traditional investment banks and Financial Institutions. We believe that simplicity is the ultimate sophistication and that's why we offer simple and customized capital solutions for all business needs.

For Investors: We provide curated access to unique investment opportunities in performing credits with stable risk-adjusted returns and backed by high quality origination, risk management, underwriting, research, market intelligence and client partnerships.

For Enterprises: We provide flexible and customized financial solutions that can help enterprises accelerate their growth with greater access to scalable capital from alternate sources.

Our deep domain expertise, experience and customer-centricity are hallmarks of service in every engagement.

Role Offered:

Senior Associate Alternate Investments

Key Responsibilities:

Financial Modelling: Develop and maintain detailed financial models to support various business scenarios, including maintain robust financial models across debt, hybrid, and structured transactions.

Data Analysis: Gather, analyse, and interpret financial data to identify trends, opportunities, and risks, and provide actionable recommendations to management.

Scenario Analysis: Conduct sensitivity analysis and scenario modelling to assess the impact of different variables on financial outcomes and support strategic planning initiatives.

Reporting: Prepare and present financial reports, dashboards, and presentations for senior management and key stakeholders, highlighting key performance indicators and financial metrics.

Decision Support: Collaborate with cross-functional teams to provide financial insights and support strategic decision-making processes, such as investment analysis, pricing strategies, and resource allocation.

Model Optimization: Continuously review and improve existing financial models, incorporating best practices, industry benchmarks, and evolving business requirements.

Risk Management: Identify financial risks and opportunities, develop risk mitigation strategies, and monitor key performance indicators to ensure financial health and compliance with regulatory requirements.

- Assist in the preparation of investment memoranda, presentations, and pitch decks for the Investment Committee and LPs.

- Collaborate with the fund operations team to track portfolio performance and prepare quarterly investor reports.

- Provide analytical support for fund structuring, capital allocation, and pipeline management.

- Stay updated with regulatory guidelines (SEBI AIF regulations) and incorporate compliance checks within financial models.

Desired Profile:

- 4-6 years of experience in financial modelling, preferably in an AIF, NBFC, investment bank, or private equity/debt firm.

- Proven expertise in building cash-flow based models for project finance, real estate, operating companies, or structured products.

- Strong understanding of AIF structures, investment evaluation metrics, and capital stack instruments.

- Excellent proficiency in Microsoft Excel; experience with PowerPoint, Tableau, or BI tools is a plus.

- Sound knowledge of financial statements, valuation, and corporate finance principles.

- Ability to work independently, manage multiple deadlines, and interact with senior stakeholders.

Qualifications:

- CA / CFA / MBA (Finance) from a reputed institute.

- Additional certifications in financial modelling or analytics will be an added advantage.

- Proven experience in financial modelling, analysis, and reporting, preferably in a corporate finance, investment banking, or consulting environment.

- Advanced proficiency in Microsoft Excel, financial modelling software (e.g., Bloomberg, Tableau, Power BI), and ERP systems (e.g., SAP, Oracle).

Why Join Capital Stack?

At Capital Stack, we believe that exceptional individuals like you are the cornerstone of our success. We're not just a financial services company; we're a dynamic community of professionals dedicated to making a real impact on the world of finance.

What we offer:

Innovative and Dynamic Work Environment

Ample Career Growth Opportunities

Collaborative Team Culture

Work on Impactful Projects

Competitive Compensation

A healthy Work-Life Balance

We are committed to creating a diverse environment and are proud to be an equal opportunity employer.