Overview
Location: Mumbai (or other major metro cities)
Role Overview:
As an Investment Banking Manager in the Technology Lead Advisory practice, you will lead and execute complex M&A, capital raising, and strategic advisory transactions for clients in the technology sector. You will work closely with senior leadership and clients to deliver high-impact financial solutions, leveraging your deep understanding of both investment banking and the technology landscape.
Key Responsibilities:
Transaction Execution
– Lead end-to-end execution of M&A, private equity, and capital raising transactions.
– Prepare and review financial models, valuation analyses, pitch books, and information memoranda.
– Manage due diligence processes and coordinate with legal, tax, and technical advisors.
Client Engagement:
– Build and maintain strong relationships with technology clients, including startups, scale-ups, and large enterprises.
– Understand client needs and provide tailored strategic advice.
– Support business development by identifying new opportunities and contributing to proposals and pitches.
Business Development:
– Drive origination of new mandates by leveraging industry networks and market intelligence.
– Develop and maintain relationships with venture capitalists, private equity firms, and strategic investors.
– Represent the firm at industry events, conferences, and networking forums to enhance visibility and deal flow.
Team Leadership:
– Mentor and guide junior team members, fostering a collaborative and high-performance culture.
– Ensure quality control and timely delivery of client deliverables.
Sector Expertise:
– Stay updated on trends in SaaS, AI, cloud, fintech, and other emerging tech verticals.
– Provide insights on market dynamics, valuation benchmarks, and investor sentiment in the tech space.
Qualifications:
– MBA (Finance) or Chartered Accountant (CA); CFA is a plus.
– 6-8 years of experience in investment banking, corporate finance, M&A, or transaction advisory, preferably with exposure to the technology sector.
– Strong financial modeling, valuation, and analytical skills.
– Excellent communication, presentation, and interpersonal abilities.
– Proven ability to manage multiple projects and stakeholders under tight deadlines.
Preferred Skills:
– Business development and deal origination capabilities.
– Experience with technology platforms (e.g., SaaS, cloud, digital infrastructure).
– Familiarity with deal structuring, term sheets, and regulatory frameworks.
– Proficiency in tools like Excel, PowerPoint, and financial databases (e.g., PitchBook, Capital IQ).
– Understanding of enterprise applications (ERP, CRM, HCM) and digital transformation trends is a plus.