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Manager / Assistant Vice President (AVP)

Planify Capital Limited · Mumbai Metropolitan Region

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We are looking for an experienced Investment Banking professional to join our Sell-Side Investment Banking team, focused on helping companies raise capital and prepare for their next stage of growth.The role will primarily involve working with IPO-bound, pre-IPO and high-growth companies on fundraising, capital structuring, investor positioning and transaction execution.The ideal candidate should have strong experience in investment banking, equity fundraising, IPO/pre-IPO transactions, corporate finance, valuation and client acquisition, along with the ability to independently manage relationships with promoters, founders, investors and other transaction stakeholders.Key Responsibilities Origination & Client Acquisition Identify and develop relationships with companies that are potential pre-IPO or IPO candidates. Source new mandates through promoter/founder relationships, professional networks, intermediaries and industry relationships. Develop a strong pipeline of potential fundraising and IPO mandates. Understand the company’s business, capital requirements, growth plans and fundraising objectives. Pitch and present investment banking solutions to promoters, founders and senior management. Fundraising & Transaction Execution Lead and support equity fundraising transactions, including pre-IPO/private placements and other structured equity transactions. Work with companies to determine appropriate fundraising size, valuation, transaction structure and investor positioning. Coordinate the complete transaction process from mandate acquisition through successful closure. Prepare transaction timelines, investor lists, deal structures and execution plans. Coordinate with legal, secretarial, accounting, merchant banking, due-diligence and other professional advisors. IPO & Pre-IPO Advisory Evaluate companies for IPO readiness and identify gaps that need to be addressed before listing. Assist companies in developing an appropriate roadmap from private/pre-IPO stage to IPO. Work closely with management on business positioning, equity story and investor communication. Support preparation of investor presentations, information memoranda, financial analysis and other transaction-related materials. Assist in valuation analysis and benchmarking against listed and comparable companies. Investor & Institutional Relationships Develop and maintain relationships with HNI, family office, institutional and strategic investors. Build and maintain an investor database across sectors. Match suitable companies and transactions with relevant investors. Coordinate investor meetings, management presentations, conference calls and due-diligence discussions. Understand investor requirements and communicate transaction opportunities effectively. Financial Analysis & Valuation Build and review financial models, projections and valuation analyses. Conduct comparable-company, precedent-transaction and other relevant valuation analyses. Analyse financial statements, business performance, growth prospects and key operating metrics. Assist management in understanding valuation expectations and capital-market positioning. Deal Management Take ownership of assigned mandates and ensure timely execution. Manage multiple transactions simultaneously and maintain transaction trackers. Coordinate with internal teams and external advisors throughout the transaction lifecycle. Identify transaction risks, bottlenecks and execution issues and proactively resolve them. Maintain high standards of confidentiality and transaction discipline.Business Development ExpectationsFor the Manager/AVP level, this is not intended to be a purely execution-oriented role.The Candidate Will Be Expected To Build a meaningful company/promoter pipeline. Develop independent relationships with founders, promoters and senior management. Generate new investment-banking mandates. Convert opportunities into signed mandates and successfully executed transactions. Build long-term relationships with companies beyond a single fundraising transaction.Key Skills & Competencies Strong understanding of Investment Banking and Sell-Side transactions. Experience in equity fundraising, pre-IPO, IPO or corporate finance. Strong financial modelling and valuation skills. Excellent understanding of financial statements and capital structures. Strong business-development and relationship-management capabilities. Excellent communication, presentation and negotiation skills. Ability to interact confidently with promoters, CXOs, investors and senior stakeholders. Strong transaction-management and execution capabilities. Ability to work independently in a high-growth, entrepreneurial environment.Preferred BackgroundCandidates from the following backgrounds would be relevant: Investment Banking CFA (Mandatory) Equity Capital Markets Merchant Banking Corporate Finance M&A / Transaction Advisory Private Equity / Venture Capital with strong transaction exposure Big 4 Transaction Advisory / Deals Securities / Capital MarketsExperience specifically involving IPO, pre-IPO or equity fundraising transactions will be an advantage.What Success Looks LikeThe successful candidate will be expected to build and manage a strong pipeline of IPO-bound and pre-IPO companies, originate high-quality mandates, execute fundraising transactions efficiently and develop long-term relationships with promoters and investors.In short: Originate → Advise → Structure → Raise Capital → Execute → Build Long-Term Client Relationships.Skills: management,investment banking,capital,ipo,pre-ipo,investors