Investment Banking - AVP

About Us: Client Associates (CA) is India's first and largest Multi Family Office, founded by seasoned private bankers to provide holistic wealth management and investment advisory services to ultra-high-net-worth families. Over the years, CA has established itself as a trusted partner to entrepreneurs, business families, and institutional investors, offering bespoke solutions across wealth management, investment banking, and family office services. Recognized as a pioneer in the industry, Client Associates has received several prestigious accolades, including: Best Multi Family Office – AIWMI India Wealth Awards (2018) CNBC TV18 Best Financial Advisors Award (Multiple Years) Citywealth Asian Family Office of the Year Ranked among the World's Outstanding Wealth Managers for Family Office Services by Private Banker International About the role - This client-facing role offers the opportunity to work closely with founders, promoters, investors, and senior dealmakers on the end-to-end execution of capital-raising, M&A, and strategic advisory mandates. The ideal candidate combines strong analytical capabilities with excellent communication skills and thrives in a fast-paced, entrepreneurial environment. Key Responsibilities - Transaction Execution Support end-to-end execution of investment banking transactions, including capital raises and M&A mandates Build robust financial models, valuation analyses, investor presentations, pitch books, information memorandums, and other transaction materials Coordinate investor interactions and respond to diligence requests during live transactions Assist in preparation and review of transaction documentation, including Term Sheets, Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other legal documents Client & Stakeholder Management Work closely with founders and management teams to understand business objectives and transaction requirements Help clients organize financial information, MIS, historical financials, and other business data for fundraising and due diligence Build and maintain strong relationships with investors, fund managers, family offices, HNIs, and other ecosystem participants Deal Sourcing & Building Knowledge Assets Conduct industry, company, and market research to develop investment theses and sector insights Analyze competitive landscapes, market trends, and macroeconomic factors affecting businesses Support deal origination by identifying prospective clients and assisting with business development initiatives Candidate Profile - CA / MBA (Finance) / CFA 5–7 years of relevant experience Candidates should be comfortable with accounting and have a strong understanding of financial statements & valuation Candidates with experience in building out detailed financial models will be given preference Good written communication skills, good working knowledge of MS PPT & Excel Why join us? Work on high-impact transactions with leading entrepreneurs and investors Gain end-to-end exposure to fundraising, M&A, and strategic advisory mandates Be part of a collaborative, high-performance boutique investment banking platform Accelerate your learning through direct mentorship from experienced investment bankers Enjoy a merit-driven culture that values ownership, innovation, and professional growth You can look forward to an entrepreneurial setup, flexibility in executing things differently, and most importantly, being a valued team member of a fast-growing boutique investment banking practice.