Director Investment Banking

Position: Director Investment Banking

Location: Across India

Experience: 10+ years (with strong deal leadership experience)

Role Overview -

We are seeking an experienced Investment Banking Director to lead fundraising and M&A mandates, drive business development initiatives, and oversee end-to-end transaction execution. The role involves managing deal teams, advising clients, developing investor strategies, and ensuring high-quality deal execution across mid-market transactions.

The ideal candidate will have strong experience in fundraising, M&A transactions, financial modeling, and investor engagement, along with demonstrated leadership in closing transactions and managing teams.

Mandatory Requirements

• 10+ years of relevant Investment Banking experience (minimum 6+ years in deal execution roles).
• Strong experience in Fundraising and M&A transactions.
• Proven track record of independently running and closing at least 3 mandates in the $550 Mn range.
• Experience managing clients, investors, and transaction teams.

Key Roles & Responsibilities:

1. Deal Origination & Business Development

• Lead business development initiatives and build relationships with founders, promoters, and institutional investors.
• Originate and execute fundraising and M&A mandates across sectors.
• Develop strategic positioning and transaction approach for clients.

2. Transaction Leadership & Execution

• Own end-to-end deal execution from mandate to closure.
• Provide strategic direction on deal positioning, valuation, and negotiation.
• Ensure alignment of deal narrative, financial data, and transaction strategy.
• Drive high-quality transaction outcomes and manage deal timelines.

3. Deal Collateral & Financial Analysis Oversight

• Oversee preparation of investment decks, financial models, and data packs.
• Guide teams in developing compelling deal stories using client data and market insights.
• Ensure consistency between historical financial data, projections, and investment narrative.
• Validate assumptions, projections, and growth analysis with strong data rigor.

4. Financial Modeling & Data Strategy

• Review and supervise financial models, including:
• Common size and growth analysis
• Projections and forecasting
• Operating and financial data analysis
• Ensure projection accuracy and alignment with transaction expectations.
• Identify company strengths, risks, and value drivers through data analysis.

5. Investor Engagement & Process Management

• Lead investor communication and manage due diligence processes.
• Anticipate and prepare investor queries and FAQ documentation.
• Handle investor calls and presentations with confidence.
• Provide market sizing and industry analysis to support transactions.

6. Client & Founder Advisory

• Advise founders on investor expectations and transaction strategy.
• Coach clients to enhance investor interactions and meeting outcomes.
• Defend business models, financials, and competitive positioning during discussions.

7. Team Leadership & People Management

• Manage, mentor, and develop Associates and Vice Presidents.
• Ensure high-quality output, strong turnaround times, and technical rigor.
• Provide training and coaching to enhance team capability and performance.
• Foster a culture of excellence and continuous learning.

Qualifications & Experience

• Bachelors degree or equivalent (Finance, Commerce, Economics, or related field).
• MBA from a reputed/Ivy League institute preferred.
• Strong expertise in financial modeling, valuation, and transaction structuring.
• Excellent stakeholder management, negotiation, and communication skills.
• Demonstrated leadership and team management capabilities.