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Vvellstone
vellstoneInvestment Banking

Fund Raising & Client Facing Associate

Location

Mumbai, India

Work type

Onsite

Employment

Full Time

Experience

4+ years

Compensation

Compensation not disclosed

Posted

3d ago

Summary and responsibilities

Role overview

Summary

This role involves assisting in fundraising mandates across various financial transactions, preparing investment pitches, and coordinating with investors and stakeholders. The associate will also be responsible for preparing financial documents, conducting analysis, and managing client relationships throughout the fundraising lifecycle.

We’re hiring a Fund Raising & Client Facing Associate (Investment Banking) for a fast-growing investment banking platform focused on alternative investments and large-ticket fundraising mandates across PAN India.

As the Fund Raising & Client Facing Associate, your responsibilities would include:

  • Assisting in fundraising mandates across Private Equity, Venture Capital, Debt, and Structured Finance transactions.

  • Preparing and presenting investment pitches to investors, family offices, HNIs, funds, and financial institutions.

  • Coordinating meetings, discussions, and negotiations with prospective investors and stakeholders.

  • Supporting senior bankers in deal origination, client pitching, mandate acquisition, and investor engagement activities.

  • Building and maintaining strong relationships with investors, intermediaries, and corporate clients throughout the fundraising lifecycle.

  • Acting as a primary point of contact for investors and corporates while ensuring professional and timely communication.

  • Managing investor feedback, client queries, and follow-ups to drive transaction momentum and relationship continuity.

  • Preparing Information Memorandums (IMs), pitch decks, teasers, financial models, and transaction presentations.

  • Conducting financial analysis, valuation exercises, industry research, benchmarking, and business model assessments.

  • Assisting in due diligence processes including financial, legal, and commercial coordination.

  • Managing data rooms, transaction trackers, MIS reports, and documentation workflows for live deals.

  • Coordinating with legal, compliance, and internal execution teams for transaction documentation and deal closure support.

  • Maintaining deal pipelines, investor databases, and reporting trackers while ensuring adherence to internal and regulatory compliance requirements.

Requirements

  • 4+ years of experience in Investment Banking, Fund Raising, PE/VC, Corporate Finance, or related financial services domains.

  • Strong understanding of investment banking and fundraising processes across equity and debt transactions.

  • Proficiency in financial modeling, valuation techniques, and advanced MS Excel.

  • Excellent presentation, communication, and stakeholder management capabilities.

  • Ability to independently manage both client-facing responsibilities and backend transaction execution.

  • Strong analytical thinking, attention to detail, and multitasking capability in high-pressure deal environments.

  • Experience interacting with investors, funds, family offices, or financial institutions would be preferred.

  • Hands-on exposure to preparing IMs, pitch decks, teasers, and managing data rooms would be an added advantage.

Benefits

  • Work on large-ticket fundraising mandates across Private Equity, Venture Capital, Debt, and Structured Finance.

  • Build direct relationships with investors, family offices, HNIs, and institutional stakeholders across India.

  • Gain end-to-end exposure across deal origination, fundraising, due diligence, and transaction closure.

  • Accelerate your investment banking career within a dynamic and fast-paced financial ecosystem.

  • Develop deep expertise in financial analysis, valuation, transaction structuring, and investor engagement.

Updated 3d ago

Candidate fit

Skills and qualifications

Additional skills

Fundraising • 1+ yrs
Private Equity • 1+ yrs
Venture Capital • 1+ yrs
Debt Financing • 1+ yrs
Structured Finance • 1+ yrs
Investment Pitches • 1+ yrs
Investor Relations • 1+ yrs
Stakeholder Management • 1+ yrs
Deal Origination • 1+ yrs
Client Pitching • 1+ yrs
Mandate Acquisition • 1+ yrs
Investor Engagement • 1+ yrs
Information Memorandums • 1+ yrs
Pitch Decks • 1+ yrs
Teasers • 1+ yrs
Financial Models • 1+ yrs
Transaction Presentations • 1+ yrs
Financial Analysis • 1+ yrs
Valuation Techniques • 1+ yrs
Industry Research • 1+ yrs
Benchmarking • 1+ yrs
Business Model Assessment • 1+ yrs
Due Diligence • 1+ yrs
Data Room Management • 1+ yrs
Transaction Trackers • 1+ yrs
MIS Reports • 1+ yrs
Documentation Management • 1+ yrs
Legal Coordination • 1+ yrs
Compliance • 1+ yrs
Deal Closure • 1+ yrs
Deal Pipeline Management • 1+ yrs
Investor Databases • 1+ yrs
Reporting • 1+ yrs
MS Excel • 1+ yrs
Presentation Skills • 1+ yrs
Communication • 1+ yrs
Analytical Thinking • 1+ yrs
Attention to Detail • 1+ yrs
Multitasking • 1+ yrs

Experience

4+ years

Certifications

CFA • Required
CA • Required

How this role is positioned

Role classification

Job domains

Finance & Accounting

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMumbai, India
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleHigh9/10
physicalLow2/10
cognitiveHigh8/10
executionHigh8/10
creativityMedium6/10
uncertaintyMedium7/10
communicationHigh9/10

Context on the employer

Company snapshot

Company

vellstone

Team size

Growing team

Location

Mumbai, India

a fast-growing investment banking platform focused on alternative investments and large-ticket fundraising mandates across PAN India.

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Fund Raising & Client Facing Associate

Mumbai, IndiaFull Time