Manager - Investment Banking/Corporate Finance - Technology Lead Advisory Practice

Location: Mumbai (or other major metro cities)

Role Overview:

As an Investment Banking Manager in the Technology Lead Advisory practice, you will lead and execute complex M&A, capital raising, and strategic advisory transactions for clients in the technology sector. You will work closely with senior leadership and clients to deliver high-impact financial solutions, leveraging your deep understanding of both investment banking and the technology landscape.

Key Responsibilities:

Transaction Execution

- Lead end-to-end execution of M&A, private equity, and capital raising transactions.

- Prepare and review financial models, valuation analyses, pitch books, and information memoranda.

- Manage due diligence processes and coordinate with legal, tax, and technical advisors.

Client Engagement:

- Build and maintain strong relationships with technology clients, including startups, scale-ups, and large enterprises.

- Understand client needs and provide tailored strategic advice.

- Support business development by identifying new opportunities and contributing to proposals and pitches.

Business Development:

- Drive origination of new mandates by leveraging industry networks and market intelligence.

- Develop and maintain relationships with venture capitalists, private equity firms, and strategic investors.

- Represent the firm at industry events, conferences, and networking forums to enhance visibility and deal flow.

Team Leadership:

- Mentor and guide junior team members, fostering a collaborative and high-performance culture.

- Ensure quality control and timely delivery of client deliverables.

Sector Expertise:

- Stay updated on trends in SaaS, AI, cloud, fintech, and other emerging tech verticals.

- Provide insights on market dynamics, valuation benchmarks, and investor sentiment in the tech space.

Qualifications:

- MBA (Finance) or Chartered Accountant (CA); CFA is a plus.

- 6-8 years of experience in investment banking, corporate finance, M&A, or transaction advisory, preferably with exposure to the technology sector.

- Strong financial modeling, valuation, and analytical skills.

- Excellent communication, presentation, and interpersonal abilities.

- Proven ability to manage multiple projects and stakeholders under tight deadlines.

Preferred Skills:

- Business development and deal origination capabilities.

- Experience with technology platforms (e.g., SaaS, cloud, digital infrastructure).

- Familiarity with deal structuring, term sheets, and regulatory frameworks.

- Proficiency in tools like Excel, PowerPoint, and financial databases (e.g., PitchBook, Capital IQ).

- Understanding of enterprise applications (ERP, CRM, HCM) and digital transformation trends is a plus.