Associate - Investment Banking

We are seeking a highly motivated and analytically strong investment banking professional to join us in Emkay. This role offers an excellent opportunity to gain hands-on exposure across Equity Capital Markets (ECM), Private Equity (PE), and Mergers & Acquisitions (M&A) transactions, working closely with senior bankers, clients, investors, and advisors. The ideal candidate will possess strong financial modelling and valuation capabilities, a passion for deal execution, and the ability to leverage emerging AI tools to enhance research, analysis, and transaction management efficiency.

Role : Associate - Investment Banking

Location: Mumbai

Know about Emkay at www.emkayglobal.com

Job Responsibilities

• Support execution of Equity Capital Markets (ECM), Private Equity (PE), and Mergers & Acquisitions (M&A) transactions from origination through closure.
• Assist in preparation of pitch books, investor presentations, information memorandums, management presentations, and other transaction-related materials.
• Build and maintain financial models including DCF valuation, comparable company analysis, precedent transaction analysis, and other valuation methodologies.
• Support due diligence, transaction documentation, and deal execution activities.
• Coordinate with internal teams, clients, investors, legal advisors, auditors, and other stakeholders during transaction execution.
• Analyze financial statements, business performance, and industry trends to support investment recommendations.
• Leverage AI tools for desktop research, data mining, presentation creation, financial modelling support, and documentation of meeting notes and deal updates.

Skills

• Financial Modelling and Valuation
• DCF Modelling
• Transaction Execution
• Investment Pitch Deck Preparation
• Strong understanding and practical application of AI tools

Competencies:

• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Excellent communication and presentation skills
• Ability to manage multiple transactions and competing priorities

Qualification

• Postgraduate in Finance from a premier B-School (Tier-1 preferred), OR
• Chartered Accountant (CA) First Attempt, OR
• CFA (US) qualified

Experience

• 1 to 3 years of relevant experience in ECM, Private Equity, Investment Banking, M&A, Corporate Finance, Deal Advisory, or Transaction Advisory.
• Preference for candidates with end-to-end transaction exposure through deal closure.
• Candidates from MNC KPOs or from domestic boutique investment banks, merchant banking firms, brokerage houses, etc
• Exposure to direct client interaction and deal execution activities preferred.

This position is ideally suited for ambitious finance professionals looking to accelerate their careers in investment banking. The role provides exposure to complex transactions, direct client engagement, and end-to-end deal execution while fostering continuous learning in traditional financial analysis and next-generation AI-enabled workflows. Candidates who thrive in a fast-paced, high-performance environment and demonstrate exceptional analytical rigor, attention to detail, and execution excellence will find significant opportunities for growth and advancement.