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.
Job Title
Investment Banking Specialist