311 Investment Banking jobs in Mumbai

Job Title: A person with 2-4 years of relevant experience in Investment Banking

Category/Discipline: Investment banking

Location: Mumbai

Contract: Permanent

Hours: Full time

Job Position: Associate

Job Description: To further strengthen our “team of entrepreneurs” and to weave Steer’s next line of leadership team, we are looking to induct aggressive, result-oriented & self-motivated professionals (Engineers/ MBA’s from premier institutes or CA’s) aspiring to build an entrepreneurial career, having experience of working with IB firms, Corporate Strategy, Transaction Advisory, Corporate Banking, Equity Research or Consulting, to be an integral part of a growing family of professionals at Steer Advisors.

The job provides friendly but challenging environment and an opportunity to work on multiple prestigious / exclusive and live domestic / cross border M&A mandates, across sectors and geographies, even while front ending experience from Day 1, with the leadership team having end-to-end client facing involvement, right from pitching stage to transaction closure. 

• Desired Skills:  Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. (Historical performance review, Financial forecast and Free cash flow analysis). Conduct research, analyze information obtained from various channels and determine valuation as per prevalent norms. Support the leadership team in deal pursuits, collateral preparation (including but not limited to pitch books, IMs, PPMs, and company profiles) and supporting business development activities. Ability to work on multiple mandates / assignments. Handling ad-hoc research requests as per client

Company Description: Steer Advisory Services Pvt Ltd is a Mumbai based Corporate Advisory entity focused on Private Equity & Venture Capital, Mergers & Acquisitions and business advisory services to clients in India and clients from overseas on their India businesses. We are having presence in India across Mumbai, Ahmedabad & Chennai & through our preferred partners in US, Israel, Germany & Estonia. We are currently running mandates of various sizes across industries namely, Electric Vehicles, Building Materials, Healthcare & Pharma, Defence & Aerospace, Paper & Packaging, Logistics, FMCG, Waste Management and Renewable Energy.

Job Responsibilities:

Over the years, Candidate should aspire to move up the ladder, with the growing organization in building up and leading own teams independently. 

• Good understanding of accounts, financial statements, valuation methodologies
• Experience in working with Microsoft Office suite (especially Excel and Power Point)
• Passion to learn, ability to multi task and willingness to work in situation that will entail tight deadlines and extended working hours 
• Strong financial modelling and analysis capability 
• Strong communication and presentation skills 

MD/ Director – IB- ECM (Head of Technology Sector Coverage)

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses , providing strategic and financial guidance at every stage of their journey.

About the Role

We are seeking a highly experienced and dynamic professional to join our Investment Banking Team as MD / Director – Investment Banking & Head of Technology Sector Coverage . This leadership role will focus on the coverage of Technology sector and drive strategic origination and execution of Equity Capital Markets (ECM) transactions , with an emphasis on IPOs, QIPs follow on offering etc.

Key Responsibilities

• Lead coverage across Technology sector including IT Services, Technology, SAAS, Telecom and allied sub-sectors.
• Originate and execute ECM transactions including IPOs, QIPs, Rights Issues, and other capital market activities.
• Build and nurture strong relationships with corporates, financial investors, sovereign funds, and government bodies .
• Manage end-to-end execution of complex transactions such as restructuring, corporate strategy, fund-raising, and negotiations.
• Collaborate with leadership teams to expand mandates in PE, M&A, and Structured Finance within the four sectors.
• Develop and implement strategies to position Systematix as a trusted client partner and lifecycle banker .
• Mentor and guide junior team members to build talent depth and team capability.
• Ensure compliance with regulatory frameworks and internal governance during all transactions.

Qualifications

• MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.
• Minimum 10 years of Investment Banking experience , with a strong focus on ECM and Technology sectors .
• Demonstrated success in leading ECM transactions and a deep understanding of Indian capital markets.
• Extensive industry network with proven stakeholder management skills.
• Exceptional analytical, leadership, and communication abilities .

Required Skills

• Strong expertise in Equity Capital Markets (ECM) .
• Proven track record in IPO, deal origination, and execution .
• Leadership and mentoring experience.

Preferred Skills

• Experience managing complex, large-scale transactions .
• Strong analytical, problem-solving, and presentation skills.

Key Responsibilities:

• Preparation of necessary pitch books & presenting to clients, developing the positioning; building deal thesis
• Building relationships with key players and decision makers in the sector
• Tracking key developments in the Sector & Target Companies
• Interaction with Research / IBD Product / Sales teams to ensure smooth execution of transactions
• Responsible to overview the due diligence, analysis and documentation of live transactions
• Maintain databases and case studies of transactions in the relevant sector/product

Relevant Skills, Knowledge and Experience:

• Capital Market deal experience - from pitch till execution
• Sector: Real Estate/Hospitality
• Ability to work on PE/M&A transactions
• Self-driven with ability to work long hours under tight deadlines with very high attention to detail
• Impeccable research, quantitative and analytical skills, especially in explaining market events
• Well versed with key Financial and Analytical skills, Knowledge of Microsoft Office, Familiarity with Bloomberg, Thomson Reuters
• Organize work, manage multiple projects, coordinate with different people, meet deadlines

Experience:

The candidate must have 3-5 years of relevant experience in IB - Coverage. Awareness about the Indian capital markets and strong experience in financial modeling, preparation of deal collaterals and pitchbook.

Qualification:

MBA in Finance, additional CA/CFA is a plus

Job Purpose

The candidate will work with the FX & Rates Solutions team of the Bank across key Asian markets. The client team provides risk management and hedging solutions across FX, Rates and other asset classes to corporate clients and financial sponsor clients across APAC and is one of the market leaders in this space.

Key Responsibilities

The candidate will be expected to work on the below mentioned tasks to begin with and depending upon the candidate’s proficiencies and interest can be scaled up –

• Conducting macroeconomic research across FX and Rates markets to provide actionable insights for client strategy and risk management decisions
• Preparing market updates, pitch books, market trackers, opportunities etc.
• Support the pricing and structuring of derivative trades across FX and Rates asset classes and ideate/ propose trade ideas and market themes
• Preparing term-sheets and documents for bespoke derivative trades
• Working on different stages of trade life cycle including, onboarding, booking, confirmations, settlement, reconciliation, and payments
• Interfacing with trading desks, legal, and client on Legal agreements execution and negotiations
• Supporting client’s leadership team by preparing custom MIS reports and tracking client trade portfolios

The candidate will be expected to

• Contribute toward managing project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
• Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment

Required Background

• Graduation / Post-Graduation in Finance or Engineering or an equiv. qualification (including Chartered Accountants,)
• 5+ yrs. of work experience; at-least 3+ years of which have been in the Finance Industry
• Well versed with Microsoft Office - Word, Excel and Power Point
• Ability to handle pressure of working in fast-paced environment, strong problem-solving skills, and willingness to work with strong dedication and commitment
• Excellent communication skills, both written and verbal
• Working knowledge of databases such as Bloomberg, FactSet, Dealogic, Debtwire, LCD Comps etc. will be an added advantage

Interested can also mail the resume on a

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
Morgan Stanley is a worldwide leader in investment banking and is one of the top firms in mergers and acquisitions, underwriting of equity and equity-related transactions, corporate debt issuance, and high-yield debt financing. With professionals in 30 countries, we are consistently recognized for our performance in both traditional and innovative financing techniques, helping a wide range of clients around the world to make and execute decisions about their business strategy and financial structure.

We are looking for an Investment Banking / Global Capital Markets professional to join our Global Centers in Mumbai. The successful candidate will play a key role in providing deal execution support, preparing marketing materials including pitchbooks, conducting research and analytics, and providing internal process support to coverage and product teams across Equity Capital Markets, Debt Capital Markets and Mergers and Acquisitions globally.

You will receive variety of trainings covering financial analysis, business presentations, and practical skills. At the end of training, you will be able to understand financial concepts and have a strong understanding of the Morgan Stanley culture. In this role, you will gain exposure to financial markets and macro trends, build knowledge of banking and capital markets sectors and products, and work with bankers in core locations. High performers will be eligible for internal mobility opportunities globally.

Key Responsibilities

• Work closely with team members across the Investment Banking Division globally to provide a differentiated level of support to our everyday client coverage and capital market related tasks including internal management
• Prepare marketing materials including pitchbooks, information memoranda, road show presentations, analyst presentations and company profiles among others
• Perform financial analysis, including financial metric benchmarking, capital structure analysis, firepower analysis and its interpretation
• Perform company valuation including developing financial models and relative valuation
• Gather and synthesize financial and operating information about companies, industries and governments to analyze performance and drive strategic client dialogue
• Develop industry / macro market landscape including key themes / trends, economic indicators, competitive landscape among other items
• Maintain and update databases leveraged by senior management and deal teams
• Generate presentations and memoranda for a wider senior audience within the Firm
• Other administrative tasks to support overall deal flow and business

Skills And Qualifications

• MBA / CA / Bachelor's Degree or equivalent
• 1 – 3 years of work experience in related field
• Keen interest in corporate finance / capital markets
• Written competency and spoken language fluency in English
• Good communication and interpersonal skills to collaborate effectively with global teams
• Strong analytical and numerical skills and are at ease with financial data
• Agility and ability to multi-task and thrive in a fast-paced environment
• Team player with a strong work ethic and motivation to learn
• Ability to manage expectations and handle high-pressure situations
• Must have an intermediate skill level in Microsoft Excel and PowerPoint
• Programming and coding experience / knowledge of AI tools is encouraged

What You Can Expect From Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Qualifications/Requirements:

• MBA/CA

• extensive origination & execution experience in Pharma/Healthcare sector.

• understanding industry & business dynamics

• demonstrated experience in managing day-to-day aspects of client relationships and transactions with superior attention to detail and quality deliverables.

• experience in execution like running due diligence process, documentation including SHA/SPA/SSA and leading commercial discussions

• expertise of pitching, valuation, regulatory interactions, negotiations, financial and commercial due diligence, transaction structuring and working with others advisors such as lawyers, auditors, tax consultants etc.

• experience in transaction closing mechanics, including coordination for completion of CPs, statutory and regulatory approvals, reporting and filing of with the regulator

• experience with networking with VC & PE ecosystem in India & overseas.

• Strong communication skills and ability to work with tight deadlines.

• Willingness to travel

Key Responsibilities :

Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.

Perform various valuation methods comparable companies, precedents, and DCF.

Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

Develop relationships with new and existing clients in order to expand the business.

Perform due diligence, research, analysis, and documentation of live transactions.

Create presentations for client portfolios.

Affinity for current events, critical issues, and relevant news.

Relevant Skills :

MBA (Associate position) or equivalent education, training, and work-related experience.

Bachelors degree (Analyst position) from a target school, or equivalent

Three or more years of experience (Associate position) in a finance or business background, particularly on the quantitative side

Ability to work in a fast-paced, team-based environment with minimal supervision.

Working knowledge of deal structuring and closing principals.

Strong communication and networking skills.

Impeccable research, quantitative and analytical skills, especially in explaining market events.

Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.

Ability to organize and track overlapping tasks and assignments, with frequent priority changes.

Strong financial modeling skills.

Qualification MBA/PGDM/CA

Timings9 am - 6 pm

Monday - Friday

Key Responsibilities :

• Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.

• Perform various valuation methods - comparable companies, precedents, and DCF.

• Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.

• Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.

• Develop relationships with new and existing clients in order to expand the business.

• Perform due diligence, research, analysis, and documentation of live transactions.

• Create presentations for client portfolios.

• Affinity for current events, critical issues, and relevant news.

Relevant Skills :

• MBA (Associate position) or equivalent education, training, and work-related experience.

• Bachelor's degree (Analyst position) from a target school, or equivalent

• Three or more years of experience (Associate position) in a finance or business background, particularly on the quantitative side

• Ability to work in a fast-paced, team-based environment with minimal supervision.

• Working knowledge of deal structuring and closing principals.

• Strong communication and networking skills.

• Impeccable research, quantitative and analytical skills, especially in explaining market events.

• Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA.

• Ability to organize and track overlapping tasks and assignments, with frequent priority changes.

• Strong financial modeling skills.