Senior Principal: Investment Banking & M&A

Job description Xpertiz is an Investment Banking Firm based out of Bangalore. Xpertiz is a fast-growing investment banking firm specializes in Fund raising and M&A advisory services across various industries, catering to mid to large companies with average deal size of USD 50 million. Xpertiz focuses on transactions in regulated environments with a long-term perspective, emphasizing quality deal structuring. Role Description As an Investment Banker, you will play a critical role in helping clients achieve their financial goals through Fund raising, M&A advisory, and strategic financial guidance. The position requires strong analytical, negotiation, and project management skills to manage complex financial transactions. Responsibilities Key responsibilities include: • Providing financial advisory services to clients, including mergers, acquisitions, divestitures, and restructurings. • Developing and managing financial models to evaluate transactions and determine valuation metrics. • Conducting in-depth market research, industry analysis, and competitor benchmarking to support strategic recommendations. • Identifying potential investors, partners, or acquisition targets and preparing detailed pitch books and presentations. • Managing the end-to-end deal process, including due diligence, documentation, and negotiation support. • Collaborating with cross-functional teams to deliver seamless execution of financial transactions. • Staying up-to-date on market trends, regulatory changes, and emerging opportunities in the financial sector. Required Skills Must-have skills: • Strong financial modeling and analytical skills. • Thorough understanding of valuation methodologies, financial metrics, and deal structuring. • Proficiency in preparing high-quality client presentations and pitch books. • Ability to work under pressure and manage multiple projects simultaneously. • Excellent communication and interpersonal skills. Good-to-have skills: • Experience in deal origination and business development. • Familiarity with compliance and regulatory requirements in financial transactions. • Basic knowledge of data analytics and visualization tools. NOTE: APPLY ONLY IF YOU ARE HAVING EXPERIENCE with consulting backgrounds and hands-on experience in buy-side/sell-side mandates as these will be strongly preferred. Eligibility Criteria • 8 to12 years of prior relevant work experience, preferably in investment banking, M&A, or private equity. • Proven experience in managing financial transactions, including M&A, IPOs, or capital raising. • Exposure to multinational environments and high-profile transactions will be a bonus.