IN_Specialist 3_ Investment Banking _ CFIB – Advisory _Mumbai

PwC is seeking a Specialist in Investment Banking within the Corporate Finance and Investment Banking (CFIB) Advisory team. This role involves providing strategic financial advice for mergers, acquisitions, divestitures, and restructuring. Responsibilities include preparing pitches, executing deals through financial modeling and collateral preparation, managing investor outreach, conducting due diligence, and participating in negotiations. The specialist will help clients optimize capital structures and maximize value in complex business transactions.

Must Have

• Prepare pitches and proposals for deal sourcing.
• Execute deals: collateral preparation (financial models, IM, teasers, valuation).
• Prepare investor lists and conduct marketing outreach.
• Respond to investor queries during marketing and due-diligence.
• Conduct industry research for market sizing and competition.
• Join negotiation discussions on term sheets and deal closure.
• Prepare engagement letters and assist with administrative tasks.
• Participate in client and investor meetings and calls.
• Mandatory skill: Investment Banking.
• Education: MBA or CA.
• Experience: 1-2 years.

Good to Have

• 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

• 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.

Job Description & Summary: A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients. We help clients across industries originate, create, execute, and realize value from deals. Our team offers strategic advice to investors and companies undertaking mergers and acquisitions or investment opportunities.

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:

Investment Banking

Preferred skill sets:

Investment banking

Years of experience required:

1-2 years

Education qualification:

MBA/ CA

Education

Degrees/Field of Study required: Chartered Accountant Diploma, MBA (Master of Business Administration)

Degrees/Field of Study preferred:

Certifications

Required Skills

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