Senior Associate Investment, Financial Services
- Mumbai
- Posted on September, 18 2025
Company Overview:
We specialize in providing capital and differentiated access to capital markets for high-potential growth assets. Our focus lies on mid-to-late-stage private equity investments, supported by a seasoned team of investors and experienced operators. With over INR 2,000 Crores under management across two funds, we have the resources and expertise to help achieve growth aspirations of innovative Indian Entrepreneurs.
We are committed to identifying and supporting Innovative enterprises with transformative technologies and business models that address challenges and opportunities in Consumer, Financial Services, Software, Energy, Healthcare and New age manufacturing among others.
Role overview:
We are seeking an experienced investment professional to join our Private Equity team with a sector focus on Financial Services (Banking, NBFCs, Insurance, Asset Management) and Fintech
(Payments, Lending, Wealth Tech, Insurtech, Reg Tech, Banking Tech). The candidate will play a critical role across the deal lifecycle – from origination and evaluation to execution, portfolio management, and exit.
Role description:
- Deal Origination & Pipeline Management
- Build and maintain a strong network with entrepreneurs, investment bankers, advisors, and industry stakeholders.
- Identify and track high-potential investment opportunities in financial services and fintech.
- Stay abreast of sector trends, regulatory developments, competitive dynamics, and emerging technologies.
- Investment Evaluation
- Lead market research, competitive analysis, and financial modelling to assess opportunities.
- Conduct valuation analysis (Transaction & trading comps, precedent transactions) and scenario planning.
- Prepare detailed investment memos and recommendations for the Investment Committee.
- Program Management
- Negotiate term sheets, transaction structures, and legal documentation.
- Liaise with internal legal, compliance, and finance teams to close transactions smoothly.
- Manage relationships with external advisors, consultants, and auditors during deal execution.
Qualifications:
- Education: MBA or CA/CFA/FRM with strong analytical background.
- Experience: 4–7 years in private equity, venture capital, investment banking, corporate development, or strategy consulting with a focus on financial services or fintech.
- Track record of deal sourcing, execution, and value creation in portfolio companies.
- Excellent financial modelling, valuation, and analytical skills.
Location: Mumbai