Fund Raising Associate (India)

Profile: Investment Banking Fund Raising Associate

Location: Bandra West, Mumbai

Experience Required: 4 years

CTC : Upto 10 Lakhs to 18 Lakhs (depends on interview)

Working days: 5 days in a week

Job Summary

We are seeking a dynamic Investment Banking professional to support fund-raising mandates across equity and debt, handling both front-end investor interactions and backend execution, documentation, and deal closure activities. The role requires strong financial understanding, communication skills, and hands-on deal execution capability.

Key Responsibilities

Front-End – Fund Raising & Investor Interaction

• Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance.
• Prepare and present investment pitches to investors, family offices, funds, and HNIs.
• Coordinate meetings, calls, and negotiations with potential investors.
• Support senior bankers in deal origination, client pitching, and mandate acquisition.
• Maintain relationships with investors, funds, and intermediaries.
• Track investor feedback and manage follow-ups throughout the fund-raising cycle

Backend – Deal Execution & Support

• Prepare Information Memorandums (IM), Pitch Decks, Teasers, and Financial Models.
• Conduct financial analysis, valuation, and industry research.
• Assist in due diligence coordination (financial, legal, commercial).
• Prepare data rooms, trackers, and MIS for live deals.
• Coordinate with legal, compliance, and internal teams for documentation.
• Support execution of term sheets, transaction documents, and deal closure.

Research & Analysis

• Perform industry research, company profiling, and benchmarking.
• Analyze financial statements, projections, and business models.
• Prepare internal notes and deal summaries for management and investors.

Reporting & Compliance

• Maintain deal trackers, pipeline reports, and investor databases.
• Ensure compliance with regulatory and internal process requirements.
• Assist in post-deal documentation and reporting.

Required Skills

• Strong understanding of Investment Banking & Fund Raising processes
• Financial modeling, valuation, and Excel proficiency
• Excellent presentation and communication skills
• Ability to handle both client-facing and backend execution work
• Solid attention to detail and multitasking ability

Qualifications

• MBA (Finance) / CA / CFA / CA-Inter / Finance Graduate
• 4 years of experience in Investment Banking, Fund Raising, PE/VC, or Corporate Finance

Preferred Experience

• Exposure to equity or debt fund-raising transactions
• Experience working with investors, funds, or financial institutions
• Hands-on experience in preparing IMs, pitch decks, and data rooms

Job Types: Full-time, Permanent

Application Question(s):

• Are you qualified with Diploma/Degree in MBA (Finance) / CA / CFA / CA-Inter / Finance Graduate or relevant field?
• are you most comfortable with location Bandra West, Mumbai?
• what is your current annual salary / ctc?
• what is your expected annual salary / ctc?
• How many years of Proven experience in Investment Banking, Fund Raising, PE/VC, or Corporate Finance?
• what is your notice period? (in days)
• How would you rate yourself on a scale of 1 to 10?" between your experience /skills & as required experience in job descriptions?

Work Location: In person