5,410 Investment jobs in India

AVP – Investment Banking (M&A, Fundraising, Corporate Finance)

Location: NCR/Delhi

Experience: 8–10 years

Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key role in deal execution, client management, and strategic growth.

Key Responsibilities

• Lead end-to-end transaction management , including due diligence, negotiations, regulatory filings, and closing documentation.
• Execute deals across M&A, private equity, venture capital, ECM, and DCM .
• Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks .
• Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.
• Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.
• Deliver impactful presentations at investor forums, conferences, and client discussions.
• Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Skills & Expertise

• Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring .
• Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments .
• Advanced Excel & PowerPoint skills for financial models and investor decks.
• Excellent market research, business due diligence, and sector analysis skills.
• Proven ability in client relationship management and business development.
• Strong communication, negotiation, and problem-solving skills.

Qualifications

• MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.
• Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
• Bachelor’s degree in Finance, Economics, Commerce, or Business Administration .
• 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

Job Summary:

We are looking for an experienced Head of Investment Operations to manage and optimize operational processes supporting the investment team. The ideal candidate will handle and/or manage a team handling all administrative aspects of investment operations including documentation, KYC, document management systems, execution and recording of transactions, monitoring portfolio performance, and maintaining accurate records for investments in family office portfolio. This role requires collaboration with internal teams and external stakeholders such as custodians, brokers, and banks.

Key Responsibilities:

• SOP Implementation – Finalize, Implement and Monitor defined Standard Operating Procedures in Investment Operations, including reporting on deviations and exceptions
• Trade Execution & Settlement : Ensure timely and accurate trade execution across multiple asset classes (equities, fixed income, derivatives, etc.), coordinating with brokers and custodians
• Transaction Monitoring : Oversee the settlement of trades, cash movements, and corporate actions, ensuring discrepancies are resolved quickly
• Portfolio Reconciliation : Perform daily/weekly reconciliations of accounts, including cash and position reconciliations with custodians and prime brokers.
• Compliance & Reporting : Ensure compliance with internal policies, IPS and SOPs. Coordinate and Exchange required information, details and documents with auditors, regulators, and internal management
• Documentation : Manage team executing all necessary documentation pertaining to investment related activities and fund transfers, including account opening, KYC, etc. Maintain detailed and accurate records of transactions, processes, and operational procedures, including accounts with various brokers, wealth managers, and international accounts, ensuring compliance with audit requirements.
• Investment Data Management : Maintain and update databases, ensuring all data related to transactions, holdings, and performance is accurately captured and reported.
• Performance Monitoring : Assist in portfolio performance analysis and generate periodic performance reports for internal review.
• Relationship Management : Liaise with third-party service providers, such as custodians, fund administrators, and banks, to ensure operational efficiency.
• Process Improvement : Identify opportunities for improving operational processes and implementing new procedures to enhance efficiency.

Qualifications:

• Education : Bachelor’s degree in Finance, Accounting, Business, or a related field. A Master’s degree or professional qualifications such as CFA/CAIA would be a plus.
• Experience : Minimum 5 years of experience in investment operations, fund administration, or a related field with an Asset Management Company or Wealth Manager or Broker / Dealer.
• Skills :
• Strong analytical, communication and problem-solving skills.
• Proficiency with portfolio management systems, Microsoft Excel, and investment platforms.
• Understanding of financial instruments, market structures, and regulatory environments.
• Excellent attention to detail and organizational skills.
• Ability to work collaboratively in a team environment while managing multiple tasks.

Company Description

At MyProBuddy, we aim to make you investable through expert mentorship, strategic guidance, and access to funding opportunities. We work with you until you successfully raise funds, providing advice and hands-on support. Our services range from early-stage to later-stage investments, leveraging diverse funding avenues like equity, debt, and crowdfunding. Connect with a network of over 558K investors, including venture capitalists and angel investors. Our offerings include virtual data rooms, business plan advisory, valuation advisory, mock pitches, mentorship access, credibility building, and exemption advisory.

Role Description

This is a full-time on-site role for an Investment Banker located in Chennai. The Investment Banker will be responsible for conducting due diligence, developing financial models, and performing financial analysis. Responsibilities include preparing investment documents, advising on investment opportunities, and executing investment strategies. The Investment Banker will collaborate closely with clients, provide strategic guidance, and ensure compliance with regulations.

Qualifications

• Strong Analytical Skills and Finance expertise
• Proficiency in Financial Modeling and Investment Banking
• Experience with Due Diligence processes
• Excellent written and verbal communication skills
• Ability to work effectively in a team environment
• Relevant bachelor's degree in Finance, Economics, or a related field
• MBA or CFA certification is a plus
• Previous experience in the investment banking industry would be beneficial

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.

Role:

• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.

• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.

• Actively supporting RMs in pitch meetings and client onboarding

• Enhance understanding of asset classes, risk metrics and market trends.

• Should possess skills in client presentations and relationship management.

• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.

• Minimum 12 years of work-ex required in BFSI

Lendmefy is seeking Investment Partners

At Lendmefy , we are building a platform that bridges the gap between businesses seeking funds and investors looking for promising opportunities .

We are now looking for strategic investment partners who:

Job Title: Investment Analyst

Location: Mumbai

Experience: 4–5 years

About Vivriti Asset Management

Vivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs) , with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+ entities , focusing on transforming India’s debt markets and creating innovative investment opportunities for our clients.

Role Overview

As an Investment Analyst at VAM, you will play a critical role in evaluating investment opportunities, conducting credit and financial analysis, and supporting portfolio management for our fixed-income AIFs. This position requires strong analytical skills, financial modelling expertise, and a deep understanding of debt markets.

Key Responsibilities

• Conduct credit analysis and due diligence on potential investment opportunities in the fixed-income space.
• Develop and maintain financial models , perform scenario analysis, and assess risk-return profiles.
• Monitor portfolio performance , track key financial and operational metrics, and ensure compliance with investment guidelines.
• Prepare investment memos, reports, and presentations for internal committees and external stakeholders.
• Stay updated on macroeconomic trends, regulatory changes, and sectoral developments impacting debt markets.
• Collaborate with portfolio managers and risk teams to optimize investment strategies.

Qualifications & Skills

• Education: CA / MBA (Finance), CFA or equivalent qualification.
• Experience: 4–5 years in credit analysis, investment research, or asset management.
• Strong knowledge of fixed-income products, credit markets, and valuation techniques .
• Proficiency in Excel, financial modelling, and analytical tools .
• Excellent communication and presentation skills .

Bluehill VC is an early-stage Deep-Tech fund. We are focused on seed to Series A investments, partnering with founders to turn deep science innovation into industry-defining companies built-in India, for the world. We are looking to hire an INVESTMENT ANALYST (full-time) to be a part of our core investment team, based in either Chennai or Bangalore. We focus on various sectors, including Defence, Space, Advanced Manufacturing, Semiconductors, Material Science, Energy and Bio Science.

Requirements:

* Bachelor’s degree in Engineering

* 1+ years of experience in a technical role or a demonstrated interest in technology or an technical investment role

* Comfort with excel data analysis & stellar written and verbal communication skills

* Be part of a small, high-performance team with a high degree of ownership

Your responsibilities will include thesis research, deal sourcing, networking, investment analysis & execution and portfolio engagement.

What We Offer

* A path to leadership in one of the leading Deep-Tech VC firms in India

* Opportunity to play a role across the investment process and work alongside exceptional founders

* Exposure to a wide range of industries and business models

I am Asheesh Pillay and I’m from Talent Acquisition Team at CES Limited. I came across your profile as we’re currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I’d like to tell you a little more about this position and learn a few things about you as well. Are you available for a quick call? If so, I’d be happy to set up a call. I’m also happy to coordinate or answer any questions you may have via Mail/call if you prefer.

Shift Timings: 3:00 PM IST to 12:00 AM IST

Job Title: Analyst/Senior Analyst/Lead - Alternative Investment

Location: Remote

Job Description :

• 2+years relevant experience
• Resources will work until 10/10:30am pacific on a daily basis
• Resources will have direct access to investment & research folders and client's email addresses (if necessary)
• Need quantitative and qualitative skills sets
• Good written and verbal communication skills (fluent English)
• Nice to have: experience with BI tools such as QuickSight or PowerBI
• Activities
• Deal Analysis
• loan portfolio purchases
• Loan stratification analysis
• Historical performance reviews
• Price modeling
• credit facilities
• Forecast modeling
• Cumulative collections curves
• Runoff models
• Other specialty finance opportunities
• Create investment memos and other research summaries
• Conduct market research
• Summarize qualitative and quantitative aspects of the deal
• Performance Analysis and Valuation Support
• Track monthly performance of positions
• Collect and cleanse data tapes and other inputs from external counterparties
• Track expected vs. actual performance variances
• Flag and identify deviations from assumptions
• Assist FinOps team and Valuation Committee in updating valuation models
• Portfolio Management & Monitoring
• Monitor covenants, audit support, and review draw requests for compliance
• Monitor Credit Facility positions on Cascade Debt and excel BBC models
• Request information from counterparties such as company financials, bank balances
• Perform data and calculation audits on a rotating quarterly schedule
• Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
• Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
• Other
• Help manage and maintain standardized formats and dealroom folders
• Help maintain CRM, LMS, and other systems
• Develop internal procedures of the aforementioned processes

AVP – Investment Banking (M&A, Fundraising, Corporate Finance)

Location: NCR/Delhi

Experience: 8–10 years

Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key role in deal execution, client management, and strategic growth.

Key Responsibilities

• Lead end-to-end transaction management, including due diligence, negotiations, regulatory filings, and closing documentation.
• Execute deals across M&A, private equity, venture capital, ECM, and DCM.
• Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks.
• Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.
• Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.
• Deliver impactful presentations at investor forums, conferences, and client discussions.
• Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Skills & Expertise

• Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring.
• Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments.
• Advanced Excel & PowerPoint skills for financial models and investor decks.
• Excellent market research, business due diligence, and sector analysis skills.
• Proven ability in client relationship management and business development.
• Strong communication, negotiation, and problem-solving skills.

Qualifications

• MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.
• Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
• Bachelor’s degree in Finance, Economics, Commerce, or Business Administration.
• 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.