Sr Associate - Investment Banking - IT, Soft and Business Services

Capwise Financial Services is hiring a Sr Associate - Investment Banking - IT, Soft and Business Services in Mumbai, India. The details below summarise the employer's own listing; applications happen on the original posting, not on GetFirstJob.

What the work involves

• 1. Financial Modeling & Valuation.
• Financial Modeling: Build and maintain detailed operating models, DCF, comparable company and precedent transaction analyses, LBO/returns models, and sensitivity and scenario analyses.
• Valuation Analysis: Prepare valuation outputs and support the development of the investment thesis under the guidance of senior bankers.
• 2. Transaction Collateral.
• Marketing Materials: Draft Confidential Information Memorandums (CIMs/IMs), Teasers, pitch books, and Management Presentations to a high quality and accuracy standard.
• Board & Client Materials: Prepare board packs, investor updates, and bespoke analyses that support live deal discussions and client decision-making.
• Quality Control: Ensure consistency, accuracy, and a high quality bar across all outputs before they reach clients and counterparties.
• 3. Due Diligence & Process Management.
• Data Room Management: Set up and manage Virtual Data Rooms (VDR), tracking information requests and coordinating the flow of information between clients, investors, and buyers.
• Due Diligence Support: Support the financial, legal, tax, and commercial due diligence processes, helping to resolve queries and keep workstreams on track.

What they are looking for

• Approximately 4 to 5 years for Senior Associate, in investment banking, transaction advisory, corporate finance, or a comparable execution role, ideally with exposure to the IT, Software & Services sector.
• Technical Skills: Advanced financial modeling and valuation capability, with expert-level proficiency in Excel and PowerPoint and a strong grasp of accounting and corporate finance.
• Domain Exposure: Working knowledge of M&A and capital-raising processes and the documentation involved; prior exposure to closed transactions is an advantage.
• Skills: Meticulous attention to detail, strong written communication for IM drafting, and the ability to manage multiple workstreams under deadline pressure.
• chartered accountant deal sourcing due diligence accountant im it services dcf investment banking accounting market research equity financial modeling corporate finance ims banking buyer legal acquisitions debt finance cfa.
• PG: MBA/PGDM in Any Specialization, CA in CA.

Pay and dates

The listing does not state pay. The source page shows a relative posting age rather than an exact posting date; this role was first seen and checked as open on 4 November 2026. The source page showed it as posted “3 weeks ago” when captured; that is a relative stamp, not an exact date.

How to apply

Apply on the listing where the employer published this role: Sr Associate - Investment Banking - IT, Soft and Business Services at Capwise Financial Services. We found this listing via naukri.com; it was still open when we checked on 4 November 2026. If the posting has closed or the link fails, the role may have been filled.