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.