Associate Vice President - Investment Banking

Job Description / Key Responsibilities

a) Handling and resolving due diligence queries raised by consultants, liaising with Banks, NBFCs, and AIFs for their credit assessments, and supporting detailed financial modelling with scenario analysis.

b) Supervise the preparation of diligence reports by consultants in a timely manner by troubleshooting data gaps through liaison with clients and resolving any initial issues/commercial discussions with Tax, Legal, Financial, and Technical Consultants.

c) Participate in term sheet negotiations and execute end-to-end transaction documentation to ensure accuracy, compliance, and timely closure.

d) Oversee the preparation of Information Memorandums, financial models, presentation materials, and other documents related to various debt proposals.

e) Provide guidance and support to junior team members as required.

f) Formulate syndication strategies and restructuring plans tailored to corporate client needs.

g) Lead negotiations and interact with clients and lenders to facilitate debt proposals and approvals.

h) Collaborate with internal teams to ensure seamless execution of debt transactions.

i) Stay updated with market trends, regulations, and industry developments impacting investment banking and financial advisory services.

j) Demonstrate strong communication and analytical capabilities, along with the ability to manage multiple deal processes efficiently.

Minimum Educational Qualification

1. CA / MBA / PGDM

Experience & Skills Required

a) 8–12 years of experience in investment banking or financial advisory services.

b) Proven track record in executing debt deals and/or restructuring plans.

c) Strong understanding of financial modelling and preparation of presentation materials.

d) Excellent communication and negotiation skills.

e) Ability to work effectively in a fast-paced, dynamic environment.

f) Strong attention to detail and analytical skills.

g) Familiarity with relevant regulatory frameworks and industry best practices.

Behavioral Competencies

a) Strong interpersonal skills

b) Adaptability

c) Problem-solving orientation

d) Team player mentality

e) Results-oriented approach

Working Conditions

This role typically operates in a standard office environment. Occasional travel may be required for client meetings, lender interactions, or industry events.