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    Job · 20858134

    Capwise Financial Services logo

    Vice President - Investment Banking - CA/CFA

    Capwise Financial Services · Mumbai · onsite · Posted 36d ago

    Undisclosed9–14 yrsfulltimeSourced fromIIM Jobs

    About a minute. You'll make an account on the way through.

    About this role

    Position Overview:

    We are seeking an experienced Investment Banking professional for our Consumer vertical. Unlike many investment banking roles, this position is primarily focused on transaction execution rather than cold origination. The firm will support deal sourcing and introductions. Your role begins once a prospect is identified or a warm introduction is made. You will present the firm's execution capabilities, finalize mandate documents, and lead the end-to-end execution of fund-raising (equity/debt) and Mergers & Acquisitions (M&A) transactions.

    Key Responsibilities:

    1. Mandate Closure & Onboarding:

    - Pitch to Win: Partner with the origination team during initial introductions to present deep sectoral knowledge and bespoke execution strategies that convert prospects into clients.

    - Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, ensuring the commercial interests of the firm are protected.

    2. End-to-End Deal Execution:

    - Transaction Management: Lead and oversee the entire lifecycle of capital raising (PE, IPO, Structured Finance) and M&A (buy-side, sell-side, joint ventures) transactions.

    - Financial Modeling & Valuation: Supervise the creation of complex financial models, valuation analyses (DCF, comparable companies, precedent transactions), and investment thesis formulations.

    - Collateral Preparation: Ensure the highest quality production of pitch books, Confidential Information Memorandums (CIMs), Teasers, and Management Presentations.

    3. Due Diligence & Deal Closing:

    - Data Room Management: Setup and oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.

    - Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes, actively resolving deal-breakers and bottlenecks.

    - Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other definitive transaction documents.

    4. Team Leadership & Stakeholder Management:

    - Pod Leadership: Manage, mentor, and maximize the productivity of a dedicated team of AVPs, Associates, and Analysts within your vertical.

    - Client Management: Act as the primary, trusted point of contact for C-suite executives and promoters throughout the execution cycle, managing expectations and maintaining momentum.

    Requirements Qualifications & Experience:

    - Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA.

    - Experience: 9 - 12+ years of core investment banking experience within a reputed IB firm, institutional platform, or boutique advisory house.

    - Track Record: A proven history of independently closing mid-to-large cap M&A and fundraising transactions. Must be able to demonstrate an extensive list of closed deals where you acted as a primary execution lead.

    - Sector Expertise: Deep domain knowledge, regulatory understanding, and active investor networks within the Consumer vertical.

    - Skills: Strong negotiation skills, sound understanding of legal documentation/deal structures, and sharp analytical acumen.

    Sourced from iimjobs

    Skills

    Corporate FinanceDue DiligenceFund RaisingvaluationBankingFinancial ModelingMAInvestment Banking

    About Capwise Financial Services

    Capwise Financial Services logo

    Capwise Financial Services

    Investment Banking / Venture Capital / Private Equity

    100

    employees

    2020

    6 years old

    Mumbai, Maharashtra

    India

    ₹10.4L PA avg

    Avg at Capwise Financial Services

    About

    Boutique investment bank offering M&A, debt syndication, private equity, and structured credit advisory to companies across sectors in India. RBI-registered NBFC arm for venture finance.

    Employee ratings

    10 reviews

    4.4/ 5

    Culture

    4.2

    Career growth

    4.1

    Work-life

    4.4

    Employees rate it well for

    Work-Life Balance44Overall Company44

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