Principal III - J | APAC - Investment Banking Services ( IBS )

Company Description Taylor & Company is a management consulting firm focused on helping organizations improve performance and achieve strategic objectives. The firm works closely with clients to analyze business challenges, design practical solutions, and support implementation. Its consultants bring structured problem-solving and industry insight to drive measurable results. Taylor & Company offers opportunities to work on complex, high-impact projects across sectors, providing a dynamic environment for professional growth.Role Description The Principal III – J | APAC – Investment Banking Services (IBS) role is a full-time, on-site position based in Mumbai. This role leads client engagements in the investment banking services domain, including structuring and delivering advisory projects, overseeing financial and market analysis, and developing strategic recommendations for APAC-focused clients. Day-to-day responsibilities include managing project teams, coordinating with client stakeholders, preparing and reviewing pitch materials, reports, and presentations, and ensuring high-quality deliverables aligned with client objectives. The Principal will also contribute to business development by identifying opportunities, supporting proposal creation, and building long-term client relationships. In addition, this role participates in internal initiatives such as knowledge development, mentoring team members, and strengthening Taylor & Company’s capabilities in investment banking services.Qualifications Strong expertise in investment banking services, including financial analysis, valuation, capital markets, and transaction advisory.Experience in consulting or financial services with a focus on APAC markets, preferably including client-facing and project leadership responsibilities.Proficiency in creating and reviewing analytical reports, pitch books, executive presentations, and other client deliverables.Demonstrated ability to manage teams, mentor colleagues, and coordinate cross-functional stakeholders.Excellent communication, stakeholder management, and relationship-building skills, with the ability to present complex information clearly.Strong quantitative and qualitative problem-solving skills, including comfort with data-driven decision-making.Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is an advantage.Ability to work on-site in Mumbai and collaborate effectively in a fast-paced, high-performance environment.