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
Experience
4+ years
Certifications
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
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, India • Full Time