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

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Support the end-to-end execution of M&A transactions, capital raises, and advisory mandates, from origination through to closing.

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Prepare and maintain detailed financial models, including DCF, comparable company analysis, precedent transactions, LBO, and merger models.

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Conduct in-depth financial analysis, business due diligence, and industry benchmarking to support client engagements.

Research & Market Intelligence

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Perform sector research, competitive landscape mapping, and target screening using databases such as Bloomberg, PrivateCircle, Ace Equity, and Merger Market.

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Track market trends, regulatory developments, and deal activity to support origination efforts and pitch preparation.

Client Deliverables & Presentations

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Draft investment teasers, confidential information memoranda (CIMs), management presentations, pitch books, and board-level advisory decks.

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Prepare valuation summaries, transaction comparables, and other client-facing materials to the highest standards of accuracy and visual quality.

Process & Productivity

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Leverage AI tools such as Claude, ChatGPT, and similar platforms to enhance research efficiency, automate routine analysis, and accelerate deliverable preparation.

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Manage data rooms, coordinate with legal and financial due diligence teams, and ensure seamless execution of transaction workflows.

Required Qualifications

Experience

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1–2 years of relevant experience in Investment Banking, Corporate Strategy, Corporate M&A, or Financial Due Diligence (FDD) at a reputable firm.

Education

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Post-Graduate degree in Finance (MBA Finance / MS Finance) OR Chartered Accountant (CA), OR CFA (minimum Level I cleared).

Technical & Analytical Skills

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Strong command of financial modelling and valuation methodologies (DCF, trading comps, transaction comps, accretion/dilution, LBO).

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Advanced proficiency in Microsoft Excel (complex formulae, scenario analysis, sensitivity tables) and Microsoft PowerPoint (institutional-quality presentations).

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Working knowledge of research and financial databases, including Bloomberg Terminal, PrivateCircle, Ace Equity, and Merger Market.

AI & Technology Fluency

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Demonstrated ability to use generative AI platforms (Claude, ChatGPT, and similar tools) effectively to improve research output, accelerate analysis, and enhance productivity.

Soft Skills

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Exceptional attention to detail and commitment to accuracy.

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Strong written and verbal communication skills.

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Ability to manage multiple workstreams under tight deadlines in a fast-paced environment.

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Intellectual curiosity and a genuine interest in financial markets, deal-making, and the Indian mid-market ecosystem.

What We Offer

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Front-row exposure to live transactions across M&A, ECM, and corporate finance advisory.

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A lean, high-impact team where your contributions are visible and valued from day one.

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Direct mentorship from experienced investment bankers with decades of market experience.

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The opportunity to build deep expertise across sectors in India’s dynamic mid-market landscape.

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A meritocratic culture that rewards initiative, ownership, and excellence.