124 Investment jobs in Indore

About P4 Capital

We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a small, high-caliber team that values intellectual rigor, independence, and integrity.

Job Details

• Job Title: Investment Associate
• Location: Mumbai
• Experience: Upto 4 years
• Type: Full-time
• Reporting To: Chief Investment Officer
• Education (one or more is a must): CA / CFA (level III cleared) / MBA (Finance) / Masters in Finance

Key Responsibilities

• Conduct detailed fundamental research on companies across sectors (both listed and private)
• Conduct deep dives into industries and markets to identify emerging trends and opportunities
• Assess competitive positioning, build investment thesis, identify key drivers of value, key risks, and business model sustainability
• Analyze company financials and key metrics to support investment recommendations
• Build and maintain detailed financial models for target and portfolio companies
• Perform valuation using DCF, relative valuation, and other relevant methodologies
• Prepare high-quality investment memos and presentations (Word & PowerPoint) for the Investment Committee
• Summarize complex data and research into clear, concise, and actionable insights
• Monitor portfolio companies and sectoral developments

Candidate profile

• Upto 4 years of relevant experience in equity research, investment banking, or corporate finance
• Proven experience in building financial models independently (case study may be part of the selection process)
• Strong understanding of financial statements, accounting, valuation, and corporate finance principles
• Excellent command over MS Excel, PowerPoint, and Word (advanced Excel skills preferred)
• Strong written and verbal communication skills
• Highly analytical, detail-oriented, and intellectually curious
• Self-starter with the ability to work independently in a lean team
• Passion for investing and long-term wealth creation

What We Offer

• Opportunity to work closely with a senior investment team in a meritocratic and intellectually stimulating environment
• Exposure to both public and private markets across sectors and business models
• A long-term learning curve and the ability to participate in high-impact investment decisions

To Apply

• If interested, please send your resume and a short cover note with the subject line: "Application for Investment Associate" at
• Please mention your current and expected compensation (fixed and variable) in your cover note.

• Develop complex financial models for valuation, forecasting, and transaction analysis.
• Conduct comprehensive industry and company research to support transaction origination and execution.
• Prepare pitch books, presentations, and other marketing materials for client meetings.
• Assist in the due diligence process for various M&A and capital markets transactions.
• Support senior bankers in client relationship management and business development efforts.
• Analyze financial statements and market data to identify key trends and insights.
• Work collaboratively with deal teams to manage transaction timelines and deliverables.
• Stay informed about market developments, regulatory changes, and industry best practices.
• Assist in the preparation of regulatory filings and documentation.
• Maintain a high level of accuracy and attention to detail in all financial analyses.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Strong academic record with a GPA of 3.5 or higher.
• 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Proficiency in financial modeling, valuation techniques (DCF, comparables, precedent transactions), and accounting principles.
• Advanced skills in Microsoft Excel and PowerPoint.
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work effectively under pressure and meet demanding deadlines.
• Team player with strong interpersonal skills.
• Understanding of capital markets and M&A processes.
• This is a hybrid role, requiring presence in the Indore, Madhya Pradesh office for key team collaborations and client engagements, with flexibility for remote work on specific tasks.

• Advise clients on a wide range of M&A transactions, including sell-side, buy-side, and merger mandates.
• Develop sophisticated financial models to support valuation analyses, transaction structuring, and financing proposals.
• Prepare comprehensive marketing materials, including pitch books, confidential information memorandums (CIMs), and management presentations.
• Conduct due diligence, manage data rooms, and coordinate with legal and accounting advisors.
• Identify and develop new business opportunities and client relationships.
• Lead client negotiations and manage transaction processes to successful completion.
• Stay informed about market trends, industry developments, and regulatory changes impacting investment banking.
• Collaborate effectively with internal teams and external advisors in a remote setting.
• Mentor and guide junior team members on deal execution and analysis.
• Ensure the highest standards of ethical conduct and client service.

• Bachelor's degree in Finance, Economics, or a related field. MBA or equivalent advanced degree is highly desirable.
• Minimum of 5+ years of experience in investment banking, corporate finance, or a related advisory role.
• Demonstrated track record of successfully executing M&A and capital markets transactions.
• Expertise in financial modeling, valuation methodologies (DCF, comparable companies, precedent transactions), and transaction structuring.
• Exceptional analytical, quantitative, and problem-solving skills.
• Outstanding communication, presentation, and negotiation abilities.
• Proven ability to manage complex projects, build client relationships, and work effectively in a remote, fast-paced environment.
• Strong understanding of financial markets and regulatory frameworks.
• Self-motivated, proactive, and able to work independently with minimal supervision.

• Originating and managing M&A advisory mandates, equity and debt capital markets transactions.
• Building and maintaining strong relationships with corporate clients, private equity firms, and institutional investors.
• Leading and executing complex financial transactions, including due diligence, valuation, and negotiation.
• Developing comprehensive financial models and valuation analyses.
• Preparing compelling presentations, pitch books, and marketing materials for client engagements.
• Mentoring and guiding junior bankers and analysts.
• Monitoring market trends and identifying new business opportunities.
• Ensuring compliance with all regulatory requirements and internal policies.
• Collaborating effectively with internal teams and external advisors.
• Contributing to the strategic direction and growth of the banking division.

• MBA, CFA, or equivalent advanced degree in Finance, Economics, or a related field.
• Minimum of 7-10 years of relevant investment banking or corporate finance experience.
• Demonstrated success in originating and executing a wide range of M&A and capital markets transactions.
• Exceptional financial modeling, valuation, and analytical skills.
• Strong understanding of corporate finance, financial markets, and regulatory frameworks.
• Proven ability to build and manage client relationships.
• Excellent negotiation, presentation, and communication skills.
• Experience in leading and mentoring deal teams.
• Ability to thrive in a fast-paced, high-pressure environment.
• Strong network within the financial community is a significant advantage.

• Originate and execute M&A, corporate finance, and capital markets transactions.
• Develop sophisticated financial models, valuation analyses, and deal structures.
• Prepare compelling pitch books, presentations, and client proposals.
• Manage client relationships throughout the transaction lifecycle.
• Lead and coordinate due diligence processes.
• Negotiate transaction terms and agreements.
• Mentor and guide junior investment banking professionals.
• Stay abreast of market trends, industry developments, and regulatory changes.
• Identify strategic opportunities for clients and the firm.
• Ensure highest standards of financial analysis and advisory services.
• Collaborate effectively with internal and external stakeholders.

• MBA, Master's degree in Finance, Economics, or a related quantitative field.
• Minimum of 7-10 years of progressive experience in investment banking, corporate finance, or M&A advisory.
• Proven track record of originating and successfully closing complex transactions.
• Expertise in financial modeling, valuation techniques, and capital markets.
• Strong understanding of corporate finance principles and financial statement analysis.
• Exceptional analytical, problem-solving, and critical thinking skills.
• Excellent written and verbal communication, presentation, and negotiation skills.
• Ability to manage multiple projects concurrently and work effectively under pressure.
• Demonstrated leadership potential and experience in mentoring teams.
• Experience working independently and collaboratively in a remote environment.
• Deep understanding of regulatory requirements in the financial services industry.