What Jobs are available for Investment Banking in Mumbai?

Dear Candidate,

We need a banking Subject matter expert to support us Content development for BFSI trainings.Below are the details,kindly go through and share profiles on

Roles & Responsibilities

• Work Location – Mumbai
• Mode - Vendor
• Prefer Mumbai based candidate.
• Good Experience in working on the BFSI Content based on Client requirements, and focused group discussion with Client Business team.
• Preferably candidate having Banking Experience.
• SME with strong experience in content creation for the BFSI sector, specifically in areas such as NBFCs and investment banking. Prior experience in Instructional Design (ID) will be an added advantag.

·Shift Timings :General

·City: Mumbai

·Mode : Work from office(Mon-Sat)

·No of working Hours-8 hours

·Assignment duration -3 months(Extendable basis performance)

·Start date Immediate

About the Role

Key Responsibilities

• Leadership and Strategic Direction:
• Develop and implement a long-term vision for client’s Investment Banking practice, ensuring alignment with broader organizational objectives.
• Lead the profitability and growth strategy, driving expansion into new markets, geographies, and investor segments.
• Establish Client as a preferred advisor for investors and enterprises seeking capital solutions in emerging markets.
• Collaborate with senior leadership across group entities to enhance synergies and create integrated solutions for clients.
• Represent the firm as a thought leader at industry conferences, investor forums, and global capital markets events, shaping discussions around impact finance, ESG, and blended capital models.

• Business Development and P&L Management:
• Own and drive deal origination, identifying and structuring equity & M&A transactions across impact-driven sectors.
• Develop and nurture C-suite and investor relationships with global and domestic PE/VC funds, DFIs, investment banks, and institutional investors.
• Lead fundraising mandates, assisting clients in securing capital through strategic investment partnerships.
• Strengthen global investor networks, positioning client as a go-to investment banking advisory firm for sustainable finance transactions.
• Innovate new financial instruments, structures, and investment models that align with ESG and impact-driven capital strategies.
• Ensure regulatory compliance and risk management in all transactions.

• Execution & Transaction Management:
• Oversee the end-to-end deal execution process, from financial structuring, due diligence, and valuation analysis to investor negotiations and closure.
• Manage high-stakes negotiations, balancing client interests with investor expectations to drive successful transaction outcomes.
• Leverage data-driven insights, financial modeling, and deal structuring techniques to maximize transaction efficiency and impact.
• Ensure compliance with global financial regulations, corporate governance standards, and risk management protocols.
• Work closely with legal, financial, and sector experts to mitigate risks and optimize deal outcomes for clients.
• Team Development and Talent Management:
• Build and nurture a high-performing team, fostering a culture of collaboration, innovation, entrepreneurship and performance excellence.
• Define the key competencies required for team success and actively mentor and coach emerging leaders within the practice.
• Establish a robust performance management and reward system, ensuring high levels of team engagement and retention.
• Partner with HR to create development programs that attract and grow superior talent and build a pipeline for future leadership roles.
• Monitor and evaluate team KPIs, ensuring alignment with overall strategic goals.
• Attract and retain top-tier investment banking talent, ensuring expertise in structured finance, M&A, debt syndication, and capital advisory.

Key Performance Indicators (KPIs):

• Revenue & P&L Performance – Achieve business growth targets and maintain high profitability across transactions.
• Deal Execution & Capital Mobilization – Successfully close multiple high-impact transactions across equity, debt, M&A, and structured finance.
• Investor & Market Engagement – Expand and strengthen global investor networks, and institutional investor relationships, engagement with PE/VCs, DFIs, and strategic investors securing new investment partnerships.
• Market Positioning & Thought Leadership – Enhance client’s brand visibility, contributing to global dialogues on sustainable finance and impact investing.
• Talent Development & Team Performance – Strengthen talent retention, mentorship programs, and professional development within the team by fostering a dynamic, skilled, and high-performing investment banking team.

Required Skills and Qualifications:

• M&A advisory, or structured finance.
• Deep expertise in deal structuring, capital raising, valuation and due diligence across impact-driven sectors.
• Extensive relationships with institutional investors, DFIs, family offices, impact funds, and strategic investors.
• Exceptional negotiation, stakeholder engagement, and deal-making skills.
• Proven track record in closing multi-million-dollar transactions across diverse sectors.
• Strong leadership capabilities, with experience in managing P&L, business units, drive financial performance and multi-disciplinary teams.
• MBA/CA/CFA or equivalent financial qualification from a top institution.

Desired Competencies:

• Entrepreneurial mindset with the ability to innovate and solve complex problems.

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

• Develop complex financial models, including DCF, LBO, accretion/dilution, and comparable company analyses.
• Prepare client presentations, pitch books, and other marketing materials for M&A transactions.
• Conduct due diligence, valuation analyses, and market research for potential deals.
• Assist in managing client relationships and executing transactions from origination through closing.
• Support senior bankers in deal sourcing and business development efforts.
• Coordinate with clients, legal counsel, accountants, and other advisors throughout the transaction process.
• Analyze industry trends, economic conditions, and their impact on client businesses.
• Perform detailed financial statement analysis and company valuations.
• Assist in the preparation of regulatory filings and other transaction-related documentation.
• Mentor and guide junior analysts within the team.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field from a top-tier institution. An MBA or CFA is a plus.
• 3-5 years of relevant experience in investment banking, corporate finance, private equity, or management consulting.
• Strong financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent analytical, quantitative, and problem-solving abilities.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• High level of attention to detail and accuracy.
• Ability to work long hours under pressure and meet tight deadlines.
• Demonstrated initiative, strong work ethic, and a team-oriented mindset.
• Understanding of capital markets and corporate finance principles.

• Develop complex financial models for valuation, LBOs, M&A, and other strategic transactions.
• Prepare and deliver high-quality client presentations, pitch books, and information memorandums.
• Conduct thorough industry research, market analysis, and due diligence.
• Assist in managing deal processes from origination to closing.
• Build and maintain strong relationships with clients and industry professionals.
• Analyze financial statements and identify key trends and insights.
• Support senior bankers in client meetings and negotiations.
• Coordinate with legal counsel, auditors, and other advisors.
• Stay informed about market developments and macroeconomic trends.
• Mentor and guide junior team members.

• MBA or equivalent master's degree from a top-tier institution.
• 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Exceptional financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly.
• High level of integrity, professionalism, and attention to detail.
• Ability to work effectively under pressure and meet tight deadlines in a demanding environment.
• Strong teamwork and interpersonal skills.

• Develop complex financial models for valuation, forecasting, and transaction analysis.
• Conduct in-depth industry and company research to support M&A and capital markets transactions.
• Prepare high-quality client presentations, pitch books, and memorandums.
• Assist in the execution of transactions, including mergers, acquisitions, and debt/equity offerings.
• Perform due diligence procedures and data analysis.
• Support senior bankers in client relationship management and business development efforts.
• Analyze financial statements and key performance indicators.
• Monitor market trends and economic conditions relevant to client activities.
• Work collaboratively with deal teams across different departments.
• Manage multiple projects and deadlines in a high-pressure environment.
• Ensure accuracy and integrity of all financial data and analyses.
• Contribute to the firm's knowledge base and best practices.
• Communicate effectively with clients and advisors during transaction processes.
• Assist with post-transaction analysis and reporting.
• Stay updated on regulatory changes and industry best practices.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field.
• 1-3 years of relevant experience in investment banking, private equity, corporate development, or transaction services.
• Exceptional financial modeling and valuation skills.
• Strong understanding of accounting principles and corporate finance.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Superior written and verbal communication skills.
• Ability to work long hours and meet demanding deadlines.
• High attention to detail and commitment to accuracy.
• Strong work ethic and a proactive, team-oriented attitude.
• Relevant certifications or licenses are a plus.

• Develop and maintain complex financial models for valuation and transaction analysis.
• Conduct in-depth due diligence on companies and market sectors.
• Prepare pitch books, client presentations, and transaction marketing materials.
• Analyze financial statements and key performance indicators.
• Research industry trends and identify potential M&A and capital markets opportunities.
• Assist in the execution of M&A, debt, and equity transactions.
• Liaise with clients, legal counsel, and other third parties.
• Support senior bankers in all aspects of deal origination and execution.
• Perform ad-hoc financial analysis and strategic assessments.
• Ensure accuracy and quality of all analytical work and deliverables.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or advanced degree is a plus.
• 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Exceptional financial modeling and valuation skills.
• Strong understanding of accounting principles and financial analysis.
• Proficiency in Microsoft Excel and PowerPoint.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong written and verbal communication skills.
• Ability to work independently and manage multiple tasks effectively in a remote setting.
• High level of attention to detail and accuracy.
• Eagerness to learn and perform in a demanding professional environment.