About the Company : A Large Consulting MNC

Investment Banking - Financial Service Consulting – Technology & Banking

Position – Manager

Location – Mumbai

About the Role

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.

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.
• 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.