Assistant Manager-Equity Operations & Fundraising
XpertReach
- Mumbai, Maharashtra
- Permanent
- Full-time
- Assist in equity raise processes including preparation of investor materials and financial analysis
- Support outreach to PE funds, infrastructure investors, family offices, and strategic investors
- Prepare pitch decks, teasers, and information memorandums
- Support discussions on term sheets and transaction structures
- Coordinate financial, legal, technical, and ESG due diligence
- Manage data rooms and ensure timely sharing of information with investors
- Track diligence queries and follow up with internal/external stakeholders
- Support closing activities including documentation and approvals
- Build and update financial models for projects and portfolios
- Conduct valuation analysis (DCF, IRR, sensitivity analysis)
- Support evaluation of new investment opportunities and partnerships
- Assist in preparing investor updates, MIS, and board presentations
- Maintain documentation and support compliance requirements
- Coordinate with investors for ongoing information requests
- Support M&A and joint venture transactions
- Conduct market research on renewable energy and investment trends
- Assist in internal strategy and capital planning exercises
- CA / MBA (Finance) / CFA (completed or pursuing)
- 4–8 years of experience in investment banking, corporate finance, Big 4, or infrastructure/renewable platform
- Exposure to due diligence, fundraising, or transaction execution
- Strong financial modelling and analytical skills
- Financial Modelling & Valuation
- Due Diligence Coordination
- Investor Communication
- Data Room Management
- Strong Excel & PowerPoint skills