IN_Specialist 3 _ Investment Banking _CFIB _ Advisory _ Mumbai

At PwC, this role focuses on providing strategic advice and support for mergers, acquisitions, divestitures, and restructuring. You will help clients navigate complex transactions, maximise value, and optimise capital structure. Responsibilities include analysing financial data, conducting due diligence, and assisting in deal initiation through completion, ensuring maximum value through data-driven insights.

Must Have

• Prepare pitches/proposals for deal sourcing.
• Prepare complex financial models for M&A and funding.
• Create information memorandum, teasers, and valuations.
• Prepare investor long/shortlists and conduct marketing outreach.
• Respond to investor queries during marketing and due-diligence.
• Conduct industry research for market sizing and competition.
• Research trading/transaction comps and investor identification.
• Participate in negotiation discussions for term sheets and deal closure.
• Prepare engagement letters and assist with internal admin.
• Participate in client and investor meetings and calls.
• Ability to read and interpret financial statements.
• Intermediate to expert proficiency in Excel and PowerPoint.
• Strong knowledge of Corporate Finance.
• Strong knowledge of Investment Banking.

Good to Have

• Previous work experience in financial services
• Accepting Feedback
• Acquisition Strategy
• Active Listening
• Business Valuations
• Buyouts
• Capital Raising
• Client Confidentiality
• Client Management
• Client Onboarding
• Communication
• Contract Negotiation
• Contractual Agreements
• Corporate Development
• Data Analysis
• Data Rooms
• Deal Sourcing
• Deal Structures
• Debt Restructuring
• Discounted Cash Flow Valuation
• Emotional Regulation
• Empathy
• Finance
• Financial Due Diligence
• Financial Forecasting

Perks & Benefits

• Rewards for contributions
• Wellbeing support
• Inclusive benefits
• Flexibility programmes
• Mentorship

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Deals

Management Level

Specialist

Job Description & Summary

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in corporate finance at PwC will provide strategic financial advice and solutions to help clients navigate complex business transactions and optimise their capital structure. You will analyse financial data, conduct due diligence, and assist in mergers, acquisitions, and divestitures.

Why PWC

At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us.

At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm’s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations.

Job Description & Summary

A career within Deals Corporate Finance services, will provide you the opportunity to deliver innovative deal solutions to our clients, providing advice and support, from initiation through to deal completion. In short, we’re a part of helping some of the world’s leading companies across industries originate, create, execute, and realize value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.

Responsibilities:

• Preparing pitches / proposals for deal sourcing
• Deal execution:
• Collateral preparation (complex financial models for M&A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.)
• Preparation of investor long and shortlists and outreach for marketing
• Preparation of responses to investor queries during marketing and due-diligence
• Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach
• Joining negotiation discussions on term sheets and documentation / deal closure.
• Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc.
• Participation in client and investor meetings and calls.

Mandatory skill sets:

Ability to read and interpret financial statements, intermediate to expert proficiency in Excel and PowerPoint

Preferred skill sets:

previous work experience in financial services

Years of experience required:

6 months – 2 years

Education qualification:

Graduation / Post Graduation

Education

Degrees/Field of Study required: Bachelor Degree, Master Degree

Degrees/Field of Study preferred:

Certifications

Required Skills

Corporate Finance, Investment Banking

Optional Skills

Accepting Feedback, Accepting Feedback, Acquisition Strategy, Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements, Corporate Development, Data Analysis, Data Rooms, Deal Sourcing, Deal Structures, Debt Restructuring, Discounted Cash Flow Valuation, Emotional Regulation, Empathy, Finance, Financial Due Diligence, Financial Forecasting {+ 24 more}

Desired Languages

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date