Position: Director - Investment Banking

Location: Across India

Experience: 10+ years (with strong deal leadership experience)

Role Overview:

- We are seeking an experienced Investment Banking Director to lead fundraising and M&A mandates, drive business development initiatives, and oversee end-to-end transaction execution. The role involves managing deal teams, advising clients, developing investor strategies, and ensuring high-quality deal execution across mid-market transactions.

- The ideal candidate will have strong experience in fundraising, M&A transactions, financial modeling, and investor engagement, along with demonstrated leadership in closing transactions and managing teams.

Mandatory Requirements

- 10+ years of relevant Investment Banking experience (minimum 6+ years in deal execution roles).

- Strong experience in Fundraising and M&A transactions.

- Proven track record of independently running and closing at least 3 mandates in the $5-50 Mn range.

- Experience managing clients, investors, and transaction teams.

Key Roles & Responsibilities:

1. Deal Origination & Business Development

- Lead business development initiatives and build relationships with founders, promoters, and institutional investors.

- Originate and execute fundraising and M&A mandates across sectors.

- Develop strategic positioning and transaction approach for clients.

2. Transaction Leadership & Execution

- Own end-to-end deal execution from mandate to closure.

- Provide strategic direction on deal positioning, valuation, and negotiation.

- Ensure alignment of deal narrative, financial data, and transaction strategy.

- Drive high-quality transaction outcomes and manage deal timelines.

3. Deal Collateral & Financial Analysis Oversight

- Oversee preparation of investment decks, financial models, and data packs.

- Guide teams in developing compelling deal stories using client data and market insights.

- Ensure consistency between historical financial data, projections, and investment narrative.

- Validate assumptions, projections, and growth analysis with strong data rigor.

4. Financial Modeling & Data Strategy

Review and supervise financial models, including:

- Common size and growth analysis

- Projections and forecasting

- Operating and financial data analysis

- Ensure projection accuracy and alignment with transaction expectations.

- Identify company strengths, risks, and value drivers through data analysis.

5. Investor Engagement & Process Management

- Lead investor communication and manage due diligence processes.

- Anticipate and prepare investor queries and FAQ documentation.

- Handle investor calls and presentations with confidence.

- Provide market sizing and industry analysis to support transactions.

6. Client & Founder Advisory

- Advise founders on investor expectations and transaction strategy.

- Coach clients to enhance investor interactions and meeting outcomes.

- Defend business models, financials, and competitive positioning during discussions.

7. Team Leadership & People Management

- Manage, mentor, and develop Associates and Vice Presidents.

- Ensure high-quality output, strong turnaround times, and technical rigor.

- Provide training and coaching to enhance team capability and performance.

- Foster a culture of excellence and continuous learning.

Qualifications & Experience

- Bachelor's degree or equivalent (Finance, Commerce, Economics, or related field).

- MBA from a reputed/Ivy League institute preferred.

- Strong expertise in financial modeling, valuation, and transaction structuring.

- Excellent stakeholder management, negotiation, and communication skills.

- Demonstrated leadership and team management capabilities.