Investment Banking Associate - Fund Raising

Location: Bandra West, Mumbai

Job Summary:

The client is seeking a dynamic Investment Banking professional for direct client facing roles. The position requires strong financial understanding, communication skills, and hands-on deal execution capability for Alternative Investment Funds for big ticket size only. Candidates can apply across PAN India.

Key Responsibilities:

Front-End - Fund Raising & Investor Interaction:

- Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance.

- Prepare and present investment pitches to investors, family offices, funds, and HNIs.

- Coordinate meetings, calls, and negotiations with potential investors.

- Support senior bankers in deal origination, client pitching, and mandate acquisition.

- Maintain relationships with investors, funds, and intermediaries.

- Track investor feedback and manage follow-ups throughout the fund-raising cycle.

- Act as the primary point of contact for Investors & Corporates for big ticket size.

- Handle client communication with clarity and professionalism.

- Build and maintain strong client relationships.

- Coordinate with internal teams to ensure smooth execution.

- Manage client queries and ensure timely follow-ups.

Backend - Deal Execution & Support:

- Prepare Information Memorandums (IM), Pitch Decks, Teasers, and Financial Models.

- Conduct financial analysis, valuation, and industry research.

- Assist in due diligence coordination (financial, legal, commercial).

- Prepare data rooms, trackers, and MIS for live deals.

- Coordinate with legal, compliance, and internal teams for documentation.

- Support execution of term sheets, transaction documents, and deal closure.

Research & Analysis:

- Perform industry research, company profiling, and benchmarking.

- Analyze financial statements, projections, and business models.

- Prepare internal notes and deal summaries for management and investors.

Reporting & Compliance:

- Maintain deal trackers, pipeline reports, and investor databases.

- Ensure compliance with regulatory and internal process requirements.

- Assist in post-deal documentation and reporting.

Required Skills:

- Strong understanding of Investment Banking & Fund Raising processes.

- Financial modeling, valuation, and Excel proficiency.

- Excellent presentation and communication skills.

- Ability to handle both client-facing and backend execution work.

- Strong attention to detail and multitasking ability.

Qualifications:

- MBA (Finance) / CA / CFA / CA-Inter / Finance Graduate.

- 4 years of experience in Investment Banking, Fund Raising, PE/VC, or Corporate Finance.

Preferred Experience:

- Exposure to equity or debt fund-raising transactions.

- Experience working with investors, funds, or financial institutions.

- Hands-on experience in preparing IMs, pitch decks, and data rooms.