377 Investment Banking jobs in Bangalore
Investment Banking
Posted 1 day ago
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Equity Fundraising Associate (PE/VC) – Kaizen Partners
Location: Bengaluru (preferred) | Work Mode: On-site (Work From Office) with frequent travel
Function: Investment Banking – Equity Capital Advisory
Reports to: Vice President – Investment Banking
Seniority: Junior (1–4 years relevant experience)
About Kaizen Partners
Kaizen Partners is a global investment banking platform focused on growth-stage capital solutions across India and beyond. We advise founders and boards on equity fundraising (seed to late growth), structured solutions, and strategic financing across fintech/BFSI and adjacent high-growth sectors.
Role Mission
Be the deal velocity engine for our equity mandates, source qualified investors, run fast and compliant processes, and convert interest into signed term sheets. If you're well-networked in the equity ecosystem and love the chase, this role is built for you.
What You'll Do
· Deal Sourcing & Investor Development
o Build and maintain a curated network of VC/PE funds, family offices, strategic investors, and venture debt funds with a bias towards the ecosystems.
o Own warm outreach and calendar: targeted emails/WhatsApp/LI, partner mapping, and senior-level introductions.
· Mandate Execution
o Create investor longlists/shortlists, outreach cadences, and meeting packs; maintain CRM hygiene (Zoho/HubSpot).
o Draft teasers, investment highlights, and contribute to IMs; maintain data rooms (DocSend/Drive) with version control.
o Drive diligence workstreams: commercial/financial/legal checklists; coordinate with auditors, legal counsel, and company teams.
o Track and close process actions, Q&A logs, follow-ups, site visits, and term‑sheet negotiation support.
· Analytics & Storytelling
o Build quick financial models (3‑statement, unit economics, cohort views); run comps (trading/transaction) and sanity checks.
o Convert raw data into sharp investor narratives and crisp board updates.
· Market Intelligence
o Monitor sector flows, fund theses, and recent transactions; publish internal notes on who is investing in what and why.
· Compliance & Process Rigor
o Uphold confidentiality, NDAs, MNPI controls; ensure materials align with applicable SEBI/Companies Act norms and best practices.
What Success Looks Like (30/60/90 Days)
· 30 Days: Live work on 2–3 mandates; investor map ready for each; ≥90% CRM hygiene; first wave of warm connects scheduled.
· 60 Days: 20–30 qualified investor interactions/month; repeat engagement on top 10 funds; IM/teaser quality passes senior review with minimal edits.
· 90 Days: ≥1–2 advanced diligences running; visible TS pipeline progress; founder and investor feedback consistently "strong".
Specific numeric targets/quotas will be finalized during onboarding based on active mandates and cycle timing.
Core KPIs
· Qualified investor meetings/month (warm + targeted cold)
· Shortlist to first‑meeting conversion % and first‑meeting to diligence %
· Term sheets in pipeline/quarter and time‑to‑TS
· CRM discipline: follow‑up SLAs, note quality, data room accuracy
· Quality of outputs: teaser/IM score (internal rubric), founder/investor satisfaction
Must‑Have Qualifications
· 1–4 years in equity fundraising, IB/ECM, VC/PE, or startup investor relations, with hands-on deal execution exposure.
· Demonstrated network depth with VCs/PEs/family offices; ability to secure meetings via warm intros.
· Strong financial modelling fundamentals; comfort with market sizing, unit economics, and valuation triangulation.
· Excellent writing and presentation skills—able to craft crisp emails, teasers, and board-ready materials.
· Tools: Excel/PowerPoint, Google Suite, CRM (Zoho/HubSpot), DocSend/Drive; bonus for Pitchbook/Tracxn/Venture Intelligence/CapitalIQ.
Good‑to‑Have
· Sector familiarity in fintech/BFSI, consumer internet, SaaS, climate/EV, or healthcare.
· Kannada/Hindi/English fluency (for Bengaluru ecosystem work); Marathi for Mumbai is a plus.
· MBA/CA/CFA (L1+) or top-tier undergrad with strong internships.
Who You Are (Traits)
· Relentlessly proactive: high‑velocity outreach, structured follow-ups, and "no‑pendency" discipline.
· Commercially sharp: connects investor theses to mandate narratives instantly.
· Detail‑obsessed: immaculate data rooms, watertight trackers, and audit‑clean notes.
· Calm under fire: thrives in live deals, senior‑stakeholder rooms, and tight timelines.
· Team player: communicates clearly with founders, seniors, and cross-functional partners.
Work Model & Travel
· On‑site (Bengaluru preferred; Mumbai considered). Travel across Bengaluru/Mumbai/Delhi, and other hubs as needed; extended hours during live processes.
Compensation & Growth
· Competitive fixed + performance bonus tied to TS/mandate milestones and execution quality.
· Fast‑track path to Senior Associate for consistent outperformance.
How to Apply
Email with subject:
"Equity Fundraising Associate | BLR/Mumbai | ". Attach your CV and a one‑pager covering:
Notable investor relationships and recent interactions
Mandates you've supported (stage/size/sector)
A sample longlist (redacted) or outreach plan you're proud of.
Equal Opportunity Statement
Kaizen Partners is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment for all colleagues.
If you live for calendars full of partner meetings and the art of closing the loop, we should talk.
Job Type: Full-time
Pay: ₹200, ₹600,000.00 per year
Benefits:
- Cell phone reimbursement
Work Location: In person
Investment banking
Posted 1 day ago
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Job Description
Job description
Job Title: Senior Customer Service Representative
Location: Bangalore
Department: Customer Service
Reports To: Customer Service Manager
Job Type: Full Time.
Job Summary:
We are seeking a highly motivated and experienced Senior Customer Service Representative to join our team. In this role, you will handle complex customer issues, mentor junior representatives, and support the day-to-day operations of the customer service department. The ideal candidate is proactive, empathetic, and has strong problem-solving and communication skills.
Key Responsibilities:
- Provide high-level support to customers through various channels phone, email, chat, etc.
- Resolve escalated customer complaints and issues efficiently and professionally.
- Assist in developing customer service policies and procedures to enhance customer satisfaction.
- Mentor and support junior customer service staff, offering guidance and training as needed.
- Monitor and analyze customer feedback and service metrics to identify areas for improvement.
- Maintain accurate records of customer interactions and transactions in CRM systems.
- Participate in process improvement initiatives and recommend solutions for operational efficiency.
- Assist with onboarding and training of new customer service team members.
- Stay updated on product knowledge, industry trends, and best practices in customer service.
Qualifications:
- Bachelor's degree or equivalent work experience preferred.
- Proven ability to manage and resolve complex customer issues.
- Excellent communication, interpersonal, and organizational skills.
- Strong multitasking and time-management abilities.
- Proficiency with customer service software and CRM systems.
- A customer-centric mindset with a strong focus on problem resolution and service excellence.
- Ability to analyze data, track KPIs, and drive performance.
- High attention to detail and a commitment to quality and compliance.
- Ability to work in a fast-paced and dynamic environment.
Contact Hiring Manager Mallik @ / / /
Pallavi : / /
Investment Banking
Posted 1 day ago
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Job Description
Job Title: Senior Customer Service Representative
Location: Bangalore
Department: International Banking
Reports To: Customer Service Manager
Job Type: Full Time.
Job Summary:
We are seeking a highly motivated and experienced Senior Customer Service Representative to join our team. In this role, you will handle complex customer issues, mentor junior representatives, and support the day-to-day operations of the customer service department. The ideal candidate is proactive, empathetic, and has strong problem-solving and communication skills.
Key Responsibilities:
- Provide high-level support to customers through various channels phone, email, chat, etc.
- Resolve escalated customer complaints and issues efficiently and professionally.
- Assist in developing customer service policies and procedures to enhance customer satisfaction.
- Mentor and support junior customer service staff, offering guidance and training as needed.
- Monitor and analyze customer feedback and service metrics to identify areas for improvement.
- Maintain accurate records of customer interactions and transactions in CRM systems.
- Participate in process improvement initiatives and recommend solutions for operational efficiency.
- Assist with onboarding and training of new customer service team members.
- Stay updated on product knowledge, industry trends, and best practices in customer service.
Qualifications:
- Bachelor's degree or equivalent work experience preferred.
- Proven ability to manage and resolve complex customer issues.
- Excellent communication, interpersonal, and organizational skills.
- Strong multitasking and time-management abilities.
- Proficiency with customer service software and CRM systems.
- A customer-centric mindset with a strong focus on problem resolution and service excellence.
- Ability to analyze data, track KPIs, and drive performance.
- High attention to detail and a commitment to quality and compliance.
- Ability to work in a fast-paced and dynamic environment.
Contact Hiring Manager
Navya @ / /
Roshni @ / /
Aditya / /
Investment Banking
Posted today
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Job Description
We're Hiring – Functional Tester (Investment Banking Domain)
Are you a
skilled Functional Tester
with strong domain expertise in
Investment Banking / Capital Markets
?
If you're passionate about delivering quality and thrive in a fast-paced environment, we want to connect with you
Key Responsibilities:
- 5+ years of experience in
Functional Testing
with strong exposure to
Investment Banking / Capital Markets
. - Solid understanding of
Trade Life Cycle
,
Financial Instruments
(Equities, Bonds, Derivatives, FX, Commodities), and
Regulatory Workflows
. - Hands-on experience in testing
Order Management Systems (OMS)
,
Trade Booking, Confirmation, Settlement & Reconciliation
. - Strong working knowledge of
test management tools
(JIRA, HP ALM). - Proficiency in
SQL
for data validation. - Exposure to
Unix commands
.
What We're Looking For:
- Investment Banking Knowledge
: 4/5 - Functional Testing Expertise
: 4/5 - SQL Skills
: 3/5 - Unix Commands
: 2.5/5
Role Details:
- Experience
: 5–7 years - Location
:
REMOTE - Availability
:
Immediate Joiners Only
If you're ready to accelerate your career in the
Capital Markets domain
and contribute to high-impact projects, this is the right opportunity for you
Share your profiles at
Investment Banking
Posted today
Job Viewed
Job Description
- ITW Consulting Pvt. Ltd.**
**About us**: ITW Consulting Private Limited (ITW) specializes in crafting and executing multi-faceted brand management solution across sports, entertainment, and media for its clients globally which helps them to build stronger brand visibility, awareness, and recall amongst a wider target audience.
**Job description**
**Project Role**: Investment Banking Chief
**Management Level**: Senior
**Work Experience**: 3-5 years
**Work location**: Bengaluru/Delhi
**Job Requirements**:
**Key Responsibilities**: a) Analyse organization and design its processes and systems b) Assessing the business model and its integration with technology. C) Identify customer requirements, and define the future state and/or business solution d) Research, gather and synthesize information
**Professional Attributes**: A: Good analytical ability to cut through fluff and get to the core of the issue
**Educational Qualification**: Post-Graduation in Finance or equiv. qualification (CFA, MBA
(finance), CA or equiv.)
**Others**:
- Excellent communication skills, both written and verbal
- Excellent working knowledge of databases such as Bloomberg, Dealogic, Thomson, etc.
- Ability to work in high-pressure situations
- Strong interest and awareness of the markets, appraisal note, key players in their respective sector
- Strong understanding of financial statements
- Independently prepare deal collaterals like IM, model, teasers, pitch books etc. Lead deal cycle and act as primary touch point (data-rooms, due-diligence, transaction documents, meetings etc.)
- Extremely high proficiency in PowerPoint and excel
**Salary**: ₹100,000.00 - ₹500,000.00 per year
**Benefits**:
- Health insurance
- Life insurance
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Bengaluru, Bengaluru - , Karnataka: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Master's (preferred)
**Experience**:
- total work: 3 years (preferred)
Investment Banking
Posted today
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Job Description
Develop and maintain automated pipelines for model deployment, ensuring scalability, reliability, and efficiency.
Implement optimization strategies to fine-tune generative models for specific NLP use cases, ensuring high-quality outputs in summarization and text generation.
Implement monitoring mechanisms to track model performance in real-time and ensure model reliability.
Communicate AI/ML/LLM/GenAI capabilities and results to both technical and non-technical audiences.
Stay informed about the latest trends and advancements in the latest AI/ML/LLM/GenAI research, implement cutting-edge techniques, and leverage external APIs for enhanced functionality.
**Skills**:Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field
Minimum 3years of demonstrated experience in applied AI/ML engineering, with a track record of developing and deploying business critical machine learning models in production.
Proficiency in programming languages like Python for model development, experimentation, and integration with OpenAI API.
Experience with machine learning frameworks, libraries, and APIs, such as TensorFlow, PyTorch, Scikit-learn, and OpenAI API.
Experience with cloud computing platforms (e.g., AWS, Azure, or Google Cloud Platform), containerization technologies (e.g., Docker and Kubernetes) and microservices design, implementation, and performance optimization.
Solid understanding of fundamentals of statistics, machine learning (e.g., classification, regression, time series, deep learning, reinforcement learning), and generative model architectures, particularly GANs, VAEs.
DTP (Investment Banking)
Posted 2 days ago
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Job Description
DTP (Investment Banking) - Associate/ Sr Associate
Key Responsibilities
- Formatting of all pitchbooks, using Word, Excel, and PowerPoint, adhering at all times to established house style
- Creating other material such as infographics, etc. and ensuring high-quality output
- Conducting final formatting checks
- Liaising with the client and internal team members to determine deadlines, job instructions, and design requirements.
- Adhering to work processes and timelines
- Coordinating and communicating with onshore analysts and responding to any publication-related queries
Key Competencies
- Experience in formatting and publishing
- Expert working knowledge in MS office applications, especially PPT, Word and Excel
- Working knowledge on adobe suite and visual basic macros
- Good verbal and written communication skills
- Ability to coordinate and track publishing schedules.
- Ability to work independently to produce quality work.
- Keen attention to detail
- Ability to engage with senior resources for formatting processes.
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Investment Banking Analyst
Posted 1 day ago
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Job Description
About the Role:
We are hiring on behalf of one of the top boutique investment banking firms in Bangalore for the position of Investment Banking Analyst. This is an exciting opportunity to gain hands-on exposure across M&A, fundraising, valuations, and financial advisory mandates.
Key Responsibilities:
Conduct in-depth financial analysis, valuation, and modeling.
Prepare investor presentations, pitch books, and deal collaterals.
Assist in transaction execution including M&A, private equity, and fundraising deals.
Perform industry and company research to support strategic insights.
Coordinate with clients, investors, and internal teams for smooth deal execution.
Support senior bankers in managing end-to-end deal processes.
Qualifications:
CA Fresher or 0–2 years of relevant experience (Investment Banking, Corporate Finance, Transaction Advisory, Valuations, or related roles).
Strong knowledge of financial statements, valuation methodologies, and deal structuring.
Excellent analytical, problem-solving, and communication skills.
Proficiency in MS Excel, PowerPoint, and financial modeling.
Ability to work in a fast-paced and entrepreneurial environment.
What We Offer:
Exposure to live transactions and client-facing roles from day one.
Steep learning curve with mentorship from senior bankers.
Dynamic, high-growth environment with opportunities for career progression.
Competitive compensation and performance-based growth.
Location: Bangalore (On-site role)
How to Apply: Interested candidates can share their updated resume at with the subject line "Application – Investment Banking Analyst – Bangalore".
DTP (Investment Banking)
Posted 1 day ago
Job Viewed
Job Description
DTP (Investment Banking) - Associate/ Sr Associate
Key Responsibilities
- Formatting of all pitchbooks, using Word, Excel, and PowerPoint, adhering at all times to established house style
- Creating other material such as infographics, etc. and ensuring high-quality output
- Conducting final formatting checks
- Liaising with the client and internal team members to determine deadlines, job instructions, and design requirements.
- Adhering to work processes and timelines
- Coordinating and communicating with onshore analysts and responding to any publication-related queries
Key Competencies
- Experience in formatting and publishing
- Expert working knowledge in MS office applications, especially PPT, Word and Excel
- Working knowledge on adobe suite and visual basic macros
- Good verbal and written communication skills
- Ability to coordinate and track publishing schedules.
- Ability to work independently to produce quality work.
- Keen attention to detail
- Ability to engage with senior resources for formatting processes.
Investment Banking Manager
Posted 1 day ago
Job Viewed
Job Description
Private Credit / Debt end to end operations for International Markets with Sentry Loan Application extensive knowledge, Loan Servicing, Break Resolutions, Agent Notices, Syndicated Bank Loans
Required Candidate profile
Candidates with extensive knowledge of Sentry Loan Application in Private Credit/ Debt for end to end Loan Operations and based in Bangalore only to apply