Fund Raising & Client Facing (Investment Banking)

Front-End – Fund Raising & Investor Interaction
•    Assist in fund-raising mandates including Private Equity, Venture Capital, Debt, and Structured Finance.
•    Prepare and present investment pitches to investors, family offices, funds, and HNIs.
•    Coordinate meetings, calls, and negotiations with potential investors.
•    Support senior bankers in deal origination, client pitching, and mandate acquisition.
•    Maintain relationships with investors, funds, and intermediaries.
•    Track investor feedback and manage follow-ups throughout the fund-raising cycle.
•    Act as the primary point of contact for Investors & Corporates for big ticket size.
•    Handle client communication with clarity and professionalism 
•    Build and maintain strong client relationships 
•    Coordinate with internal teams to ensure smooth execution 
•    Manage client queries and ensure timely follow-ups

Backend – Deal Execution & Support
•    Prepare Information Memorandums (IM), Pitch Decks, Teasers, and Financial Models.
•    Conduct financial analysis, valuation, and industry research.
•    Assist in due diligence coordination (financial, legal, commercial).
•    Prepare data rooms, trackers, and MIS for live deals.
•    Coordinate with legal, compliance, and internal teams for documentation.
•    Support execution of term sheets, transaction documents, and deal closure.

Research & Analysis
•    Perform industry research, company profiling, and benchmarking.
•    Analyze financial statements, projections, and business models.
•    Prepare internal notes and deal summaries for management and investors.

Reporting & Compliance
•    Maintain deal trackers, pipeline reports, and investor databases.
•    Ensure compliance with regulatory and internal process requirements.
•    Assist in post-deal documentation and reporting.