Associate 1

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 Business Descriptor:

This team is the backbone of our Global Markets business (one of the largest of its kind in the world) and combines sophisticated 24-hour global coverage with a detailed knowledge of local markets and specialises in foreign exchange, credits and rates, structured derivatives, equities and debt, equity and equity-linked capital markets.

Markets Operations is responsible for driving every part of the trade lifecycle post-execution. This team manages settlement activity, risk and control, adherence to regulatory compliance, and seamless operational client service across 58 countries and territories.

Job Title: Associate – Investment Banking

Location: Mumbai, India

Department: Investment Banking (M&A / ECM)

Role Overview

The Associate will play a critical execution role within the Investment Banking team, supporting M&A transactions, capital raising and strategic advisory mandates. The role involves financial modeling, valuation, preparation of client materials, due diligence coordination, and active participation in deal execution.

This is a high-responsibility role with direct exposure to senior bankers, clients (CXOs, promoters, PE funds), and cross-border transactions.

Key Responsibilities

1. Transaction Execution

• Build and maintain detailed financial models (DCF, LBO, merger models, trading & transaction comps)
• Conduct valuation analysis and financial statement analysis
• Assist in preparation of pitch books, Information Memorandums (IM), management presentations, and board materials
• Coordinate due diligence processes (legal, financial, tax, commercial)
• Support documentation process including term sheets, SHA, SPA, offer documents
• Liaise with lawyers, accountants, investors, and internal product teams

2. Sector & Market Analysis

• Perform industry research and competitive benchmarking
• Track sector trends, regulatory developments, and capital markets activity
• Prepare internal sector notes and market updates

3. Client Interaction

• Participate in client meetings and management calls
• Support senior bankers in deal negotiations and structuring discussions
• Manage data rooms and investor queries

4. Internal Coordination

• Work closely with ECM and other product teams
• Support compliance and regulatory filings (SEBI, RBI, stock exchanges)
• Mentor and review work of Analysts

Qualifications

• MBA from Tier-1 institutions or CA ranker
• 3–4 years of experience in Investment Banking, Big 4 Transaction Advisory, Private Equity / Corporate Finance

Technical Skills Required

• Advanced financial modeling skills
• Strong accounting knowledge (Ind AS / IFRS preferred)
• Valuation expertise (DCF, LBO, precedent transactions)
• Proficiency in Excel, PowerPoint, and financial databases (Capital IQ / Bloomberg)
• Understanding of SEBI regulations and Indian Companies Act

Soft Skills

• High attention to detail
• Ability to manage multiple live transactions
• Strong communication and presentation skills
• Client-facing confidence
• Ability to work under tight deadlines

Eligibility Criteria

• India Bank / INM employees will be eligible to apply to this role after completion of 12 months in the current role/position at the time of application on level transfer and/or promotion.
• Entity Employees (not from India Bank) to be guided by their internal policy on tenure completion in current role at the time of application before applying and share line manager approval once shortlisted.
• INM Employees in scope of WPB Career Progression Framework not eligible to apply to roles within the purview of the Framework.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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