Investment Banking Analyst

Investment Banking Analyst Location: Mumbai, India Department: Investment Banking / Corporate Finance Experience: 1–2 Years Employment Type: Full-Time Role Overview We are looking for a sharp, motivated Investment Banking Analyst to join our team at Keynote Financial Services. In this role, you will work closely with senior bankers across live M&A mandates, capital markets transactions, and corporate finance advisory engagements. This is a high-visibility position offering direct exposure to deal execution, client interaction, and the opportunity to build a strong foundation for a long-term career in investment banking.

Key Responsibilities Transaction Execution & Deal Support • Support the end-to-end execution of M&A transactions, capital raises, and advisory mandates, from origination through to closing. • Prepare and maintain detailed financial models, including DCF, comparable company analysis, precedent transactions, LBO, and merger models. • Conduct in-depth financial analysis, business due diligence, and industry benchmarking to support client engagements. Research & Market Intelligence • Perform sector research, competitive landscape mapping, and target screening using databases such as Bloomberg, PrivateCircle, Ace Equity, and Merger Market. • Track market trends, regulatory developments, and deal activity to support origination efforts and pitch preparation. Client Deliverables & Presentations • Draft investment teasers, confidential information memoranda (CIMs), management presentations, pitch books, and board-level advisory decks. • Prepare valuation summaries, transaction comparables, and other client-facing materials to the highest standards of accuracy and visual quality.

Process & Productivity • Leverage AI tools such as Claude, ChatGPT, and similar platforms to enhance research efficiency, automate routine analysis, and accelerate deliverable preparation. • Manage data rooms, coordinate with legal and financial due diligence teams, and ensure seamless execution of transaction workflows. Required Qualifications Experience • 1–2 years of relevant experience in Investment Banking, Corporate Strategy, Corporate M&A, or Financial Due Diligence (FDD) at a reputable firm. Education • Post-Graduate degree in Finance (MBA Finance / MS Finance) OR Chartered Accountant (CA), OR CFA (minimum Level I cleared).

Technical & Analytical Skills • Strong command of financial modelling and valuation methodologies (DCF, trading comps, transaction comps, accretion/dilution, LBO). • Advanced proficiency in Microsoft Excel (complex formulae, scenario analysis, sensitivity tables) and Microsoft PowerPoint (institutional-quality presentations). • Working knowledge of research and financial databases, including Bloomberg Terminal, PrivateCircle, Ace Equity, and Merger Market. AI & Technology Fluency • Demonstrated ability to use generative AI platforms (Claude, ChatGPT, and similar tools) effectively to improve research output, accelerate analysis, and enhance productivity. Soft Skills • Exceptional attention to detail and commitment to accuracy. • Strong written and verbal communication skills. • Ability to manage multiple workstreams under tight deadlines in a fast-paced environment. • Intellectual curiosity and a genuine interest in financial markets, deal-making, and the Indian mid-market ecosystem.

What We Offer • Front-row exposure to live transactions across M&A, ECM, and corporate finance advisory. • A lean, high-impact team where your contributions are visible and valued from day one. • Direct mentorship from experienced investment bankers with decades of market experience. • The opportunity to build deep expertise across sectors in India’s dynamic mid-market landscape. • A meritocratic culture that rewards initiative, ownership, and excellence.