14 Investment Banker jobs in Kolkata

• Lead and manage M&A transactions, including origination and execution.
• Advise corporate clients on capital raising strategies (equity and debt).
• Develop sophisticated financial models for valuation and transaction analysis.
• Prepare compelling pitch books, presentations, and marketing materials.
• Conduct thorough due diligence for potential transactions.
• Manage client relationships and build trust with key stakeholders.
• Identify and pursue new business opportunities within target sectors.
• Negotiate transaction terms and agreements.
• Mentor and guide junior investment banking professionals.
• Stay abreast of market trends, regulatory changes, and industry developments.

• Master's degree in Finance, Economics, MBA, or a related field.
• Minimum of 8 years of experience in investment banking, M&A, or corporate finance.
• Proven track record of successfully originating and executing transactions.
• Expertise in financial modeling, valuation methodologies, and LBO analysis.
• Strong understanding of capital markets and financial regulations.
• Exceptional analytical, negotiation, and problem-solving skills.
• Excellent written and verbal communication skills, including presentation abilities.
• Ability to manage multiple projects and work under pressure.
• Demonstrated leadership and team management capabilities.
• Professional certifications (e.g., CFA) are highly desirable.

• Originate and execute a wide range of investment banking transactions, including M&A, equity, and debt offerings.
• Develop and maintain strong relationships with corporate clients, institutional investors, and other financial intermediaries.
• Lead and manage deal teams throughout the transaction lifecycle, from pitch to closing.
• Conduct comprehensive financial analysis, valuation, and due diligence.
• Prepare high-quality pitch books, presentations, and marketing materials.
• Negotiate transaction terms and structures to achieve optimal outcomes for clients.
• Monitor market trends and identify new business opportunities.
• Provide strategic financial advice to clients on capital raising, mergers, acquisitions, and divestitures.
• Mentor and develop junior bankers within the team.
• Ensure compliance with all relevant regulations and internal policies.

• MBA, CFA, or advanced degree in Finance, Economics, or a related field.
• Minimum of 7-10 years of experience in investment banking or corporate finance.
• Proven track record of successfully originating and executing significant transactions.
• Deep understanding of financial markets, corporate finance, and valuation methodologies.
• Exceptional financial modeling, analytical, and quantitative skills.
• Excellent leadership, communication, presentation, and negotiation abilities.
• Strong client relationship management skills.
• Ability to work effectively under pressure and manage multiple projects simultaneously.
• Proficiency in financial databases and software (e.g., Bloomberg, FactSet).
• Impeccable attention to detail and strong ethical judgment.

• Originate and execute a wide range of investment banking transactions, including M&A, IPOs, debt and equity financing.
  
• Develop and maintain strong relationships with corporate clients, institutional investors, and other financial stakeholders.
  
• Lead deal teams through all phases of transaction execution, from initial pitch to closing.
  
• Conduct in-depth financial analysis, valuation modeling, and market research.
  
• Prepare comprehensive client presentations, pitch books, and offering memorandums.
  
• Negotiate transaction terms and advise clients on strategic financial decisions.
  
• Monitor market trends and identify new business opportunities.
  
• Mentor and develop junior bankers and analysts.
  
• Ensure compliance with all regulatory requirements and firm policies.
  
• Represent the firm professionally in client meetings and industry events.
  
• Contribute to the strategic direction of the investment banking division.
  
• Manage complex deal structures and associated risks.

• MBA or equivalent advanced degree in Finance or a related field.
  
• Minimum of 7-10 years of progressive experience in investment banking or corporate finance.
  
• Proven success in originating and executing significant transactions.
  
• Expertise in financial modeling, valuation techniques, and capital markets.
  
• Strong understanding of corporate finance, accounting, and legal aspects of transactions.
  
• Excellent leadership, negotiation, and client relationship management skills.
  
• Exceptional written and verbal communication abilities.
  
• Ability to work effectively in a fast-paced, demanding environment, balancing remote analysis with in-person client engagements.
  
• Strong network within the financial and corporate sectors.

• Lead and manage M&A transactions, from origination and due diligence to negotiation and closing.
• Develop and execute strategies for raising capital through equity and debt offerings for corporate clients.
• Provide expert financial advisory services, including valuation, fairness opinions, and strategic financial planning.
• Build and maintain strong relationships with corporate clients, understanding their strategic objectives and financial needs.
• Originate new business opportunities and expand the firm's client base.
• Prepare comprehensive financial models, pitch books, and marketing materials for client presentations.
• Conduct in-depth financial analysis, market research, and industry analysis to support transaction execution.
• Coordinate with internal teams, legal counsel, and other advisors to ensure seamless transaction completion.
• Mentor and guide junior bankers, fostering their development and contribution to the team.
• Stay abreast of market trends, regulatory changes, and evolving financial instruments.

• MBA or Master's degree in Finance, Economics, or a related quantitative field.
• A minimum of 7-10 years of progressive experience in investment banking or corporate finance.
• Demonstrated track record of successfully originating and executing M&A and capital raising transactions.
• Expertise in financial modeling, valuation methodologies, and transaction structuring.
• Deep understanding of capital markets, financial instruments, and corporate finance principles.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Outstanding negotiation, communication, and presentation skills.
• Proven ability to manage client relationships and lead transaction teams.
• Strong work ethic and ability to thrive in a demanding, fast-paced environment.
• Relevant professional certifications (e.g., Series 7, 63) are a plus.

• Lead client engagements for M&A transactions.
• Develop and execute strategic advisory services for corporate clients.
• Perform comprehensive financial modeling, valuation analysis, and due diligence.
• Prepare client presentations, pitch books, and transaction documents.
• Manage deal processes from origination to completion.
• Cultivate and maintain strong relationships with clients and industry stakeholders.
• Analyze market trends and identify potential transaction opportunities.
• Mentor and guide junior team members in a virtual setting.

• MBA or Master's degree in Finance, Economics, or a related field.
• Minimum of 8 years of experience in investment banking or corporate finance, with a strong M&A focus.
• Demonstrated success in originating and executing M&A transactions.
• Advanced financial modeling, valuation, and analytical skills.
• Excellent understanding of capital markets and corporate finance.
• Strong negotiation and communication abilities.
• Ability to work independently and collaboratively in a remote environment.
• Proficiency in financial databases and analytical software.

Senior Manager, Financial Planning & Analysis (FP&A)

POSITION REPORTS TO: Chief Finance Officer (CFO)

EMPLOYMENT BASIS: Full-time

LOCATION: Remote (AEST time zone)

TIME COMMITMENT: 5 days per week

Role Description

ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.

The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.

The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.

Key Responsibilities

Financial Analysis, Modelling and Reporting

• Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
• Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
• Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
• Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
• Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.

Budgeting, Forecasting & Planning

• Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
• Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.

Stakeholder and Investor Management

• Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
• Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
• Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
• Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
• Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.

Process Improvement & Data Management

• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
• Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
• Support the integration and optimization of financial systems and business intelligence tools.
• Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
• Identify opportunities to streamline processes and improve efficiencies within the finance function.
• Develop business cases for proposed process improvements or system enhancements.
• Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
• Create standardized templates for reporting purposes and ensure consistent data collection across the organization.

Special Projects

• Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion

Other activities as determined by the CFO

QUALIFICATIONS AND EXPERIENCE

• CA or CPA qualification
• Finance degree or equivalent degree in Statistics or a related field
• Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
• Advanced Microsoft Excel skills
• Business Intelligence experience (desirable)
• Experience working in a distributed team in a regional or global context, within a complex industry

Personal Attributes

• Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
• Enjoy working in a fast paced and distributed startup/scaleup work environment
• Comfortable with rapid iteration
• High attention to detail
• Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
• Resolute in using your skills and experience to make the strongest possible impact in the world

Senior Manager, Financial Planning & Analysis (FP&A)

POSITION REPORTS TO: Chief Finance Officer (CFO)

EMPLOYMENT BASIS: Full-time

LOCATION: Remote (AEST time zone)

TIME COMMITMENT: 5 days per week

Role Description

ATEC exists to decarbonise cooking for all households across the Global South with our smart eCook stoves. 4 billion people across Asia & Africa still lack access to modern cooking - generating 1 gigaton of emissions, more than the global airline industry. ATEC’s patented IoT technology means usage data is converted into 100% data-verified carbon credits - a global first for the sector. ATEC is now expanding across Asia & Africa - working with last-mile distributors and net-zero partners to decarbonise cooking at scale.

The Senior Manager, FP&A will be responsible for delivering robust financial insights, analysis, and reporting to support ATEC’s strategic decision-making and growth. This position will lead budgeting, forecasting, and financial modelling activities, partner with teams inside and outside the organization, and serve as a finance business partner to senior leaders. The Senior Manager, FP&A will also drive process improvements, support resource allocation, and help optimize business performance and operational efficiency.

The role will support the review and enhancement of ATEC’s financial model in order to further ATEC’s strategic mission. This is a hands-on role reporting to the CFO and is part of a small finance team, working closely with the Finance Manager.

Key Responsibilities

Financial Analysis, Modelling and Reporting

• Build and maintain financial models, conduct scenario & variance planning and analyses, translate strategic initiatives into financial terms, identify key financial drivers, and support decision-making across the organization.
• Analyze financial data, KPIs, and trends to provide actionable insights and recommendations for improving business performance and informing strategic discussions.
• Provide financial guidance and support for new projects, investments, and cost-saving initiatives.
• Analyze financial data, key performance indicators, and trends to provide insights and recommendations for improving business performance.
• Prepare and present financial reports (including grant reports), forecasts, budgets, and variance analysis to senior management.

Budgeting, Forecasting & Planning

• Lead the annual budgeting, cash flow planning, and periodic re-forecasting processes in collaboration with department heads and senior leadership.
• Oversee and consolidate quarterly and annual planning cycles, ensuring alignment with organizational goals and timely completion of financial plans.

Stakeholder and Investor Management

• Support the (monthly) financial close process and prepare financial reporting packages for senior leadership, functional units, Board and FRAC Committees.
• Serve as a finance business partner to leaders across functions, building strong relationships to drive financial alignment and accountability.
• Prepare and support the due diligence process for investors, working across teams to collate and prepare responses.
• Design, guide, and streamline the communication between ATEC and its board, investors, and potential future business/finance partners for finance related matters.
• Communicate with internal stakeholders on matters related to budgeting, forecasting and financial planning.

Process Improvement & Data Management

• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities, including automation and digitization of reporting.
• Ensure integrity and accuracy of financial data across systems and reports, creating standardized templates and validation processes.
• Support the integration and optimization of financial systems and business intelligence tools.
• Collaborate with cross-functional and global teams to understand business drivers and support resource allocation.
• Identify opportunities to streamline processes and improve efficiencies within the finance function.
• Develop business cases for proposed process improvements or system enhancements.
• Ensure accuracy and integrity of data used in financial analyses through regular validation processes.
• Create standardized templates for reporting purposes and ensure consistent data collection across the organization.

Special Projects

• Lead or participate in special projects and ad hoc analyses, such as fundraising, grant raising and reporting, or market expansion

Other activities as determined by the CFO

QUALIFICATIONS AND EXPERIENCE

• CA or CPA qualification
• Finance degree or equivalent degree in Statistics or a related field
• Minimum of 3-5 years relevant experience in financial management, budgeting, planning and analysis
• Advanced Microsoft Excel skills
• Business Intelligence experience (desirable)
• Experience working in a distributed team in a regional or global context, within a complex industry

Personal Attributes

• Alignment with ATEC’s core values of One Team, Continuous Learning & Goal-Orientated
• Enjoy working in a fast paced and distributed startup/scaleup work environment
• Comfortable with rapid iteration
• High attention to detail
• Excellent written & verbal communicator, with the ability to translate complex financial concepts into everyday language across languages and cultures
• Resolute in using your skills and experience to make the strongest possible impact in the world