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Hire the best Investment Bankers in Mumbai, IN

Check out Investment Bankers in Mumbai, IN with the skills you need for your next job.
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  • $10 hourly

    • 5.0/5
    • (16 jobs)
    I an currently working at an investment banks and during the course of my work i have to work with hedge funds, private equity firms, and other investment firms. I have advanced financial modeling skills using Excel and can prepare investor focused pitch decks. I can make consulting style PowerPoint slides with infographics, charts, graphs and custom data visualisations for pitch decks, investor presentations, internal presentations, et Notable Work Experience: I have worked with startups, companies, and investors (PEs & NHIs) providing them with advisory and preparing investor by preparing documents involving depth company coverage, conduct research on various sectors and identify potential companies for long term investments. Build detailed financial models of various companies under coverage to produce potential valuations on companies. Be responsible for writing and publishing research reports as well as communication recommendations to sales, trading and institutional clients. I have helped startups raise over $100 million from pre-Seed to Series B rounds, further I have also worked with investors evaluating startups and helped in investing over $30 million of capital. I have also worked with multiple real estate and infrastructure developers/investors and was part of projects worth over $2 Billion. Areas of Expertise: 1) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & forecasts, etc. 2) Fund Raising & Investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 3) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 5) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Marketing Strategy
    Business Modeling
    Microsoft Excel
    Investment Research
    Business Valuation
    Financial Modeling
    Accounting
    Investment Preparation
  • $30 hourly

    • 5.0/5
    • (3 jobs)
    Praveen is a dedicated and pragmatic professional with 6+ years of experience in the equity capital markets He is a Chartered Accountant, and has cleared all three levels of the CFA and 14/15 papers in Actuarial Science. He holds a Bachelor of Commerce degree from St. Xavier's College, Kolkata and is passionate about equities.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Differential Calculus
    Integral Calculus
    Tutoring
    Calculus
    Mathematics Tutoring
    PPTX
    Financial Modeling
    Mathematics
    Microsoft PowerPoint
    Microsoft Excel
    Pitchbook
    Equity Valuation
    Portfolio Management
    Research & Strategy
    Capital Markets
    Investment Research
  • $8 hourly

    • 4.8/5
    • (1 job)
    Hello, and welcome to my profile! I am a dedicated and results-oriented financial analyst with a strong track record of providing insightful financial guidance and analysis to businesses and individuals. With 4 years of experience in the field and working with large corporates like TPICAP Group, Nomura, etc, I bring a deep understanding of financial modeling, budgeting, forecasting, and data analysis to the table. My mission is to help clients make informed decisions and drive financial success. What I Offer: Financial Analysis: Leveraging my expertise in financial modeling and data analysis, I excel at interpreting complex financial data and providing actionable insights. Whether it's evaluating investment opportunities, assessing risk, or conducting profitability analysis, I am committed to delivering accurate and comprehensive reports. Budgeting & Forecasting: I specialize in creating detailed budgets and forecasts that enable businesses to plan strategically for growth and navigate potential challenges. By analyzing historical trends and market dynamics, I provide realistic projections that empower decision-making. Data-Driven Insights: Utilizing advanced tools and techniques, I transform raw data into meaningful insights that drive business strategy. My analytical skills enable me to identify key performance indicators (KPIs), evaluate financial health, and recommend areas for improvement. Financial Reporting: I have a proven ability to prepare concise and informative financial reports tailored to different stakeholders. Whether it's monthly performance reports, variance analysis, or executive summaries, I ensure that financial information is presented in a clear and actionable manner. Collaborative Approach: I believe in effective communication and collaboration. I work closely with clients to understand their unique financial goals and challenges, ensuring that my analyses align with their vision and objectives. Why Choose Me: 1. Years of hands-on experience in financial analysis and planning. 2. Proficiency in industry-standard software (Excel, financial modeling tools, etc.). 3. Experience of working on other software like Quickbooks, Shopify, etc. 4. Strong attention to detail and accuracy in all financial analyses. 5. Proven ability to meet deadlines and deliver high-quality work. 6. Exceptional problem-solving skills and adaptability in dynamic environments. 7. Continuous commitment to professional development and staying updated with industry trends. If you're seeking a dedicated financial analyst who can provide valuable insights, drive financial efficiency, and contribute to your organization's success, I'd love to discuss how I can assist you. Let's connect and explore the possibilities together!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Wave Accounting
    Xero
    Chart of Accounts
    Accounts Receivable
    Accounts Payable
    Account Management
    Bookkeeping
    QuickBooks Online
    Accounting
    Financial Reporting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I'm a financial professional with experience in private equity, investment banking, and fund management. Proven expertise in quantitative analysis, valuation, and forecasting. Skilled in overseeing diverse fund mandates, developing financial models, and conducting thorough due diligence to drive investment success. Adapt quickly to new technologies and attaining CFA charter (CFA Level II candidate)
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Portfolio Performance Modeling
    Microsoft Excel
    Fundraising Presentation
    Financial Presentation
    Data Analysis
    Venture Capital
    Company Research
    Industry Research
    Due Diligence
    Financial Analysis & Valuation
    Private Equity
    Financial Modeling
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Investment professional with focus on equity & structured investments in the infrastructure sector. Over 17 years of experience across infrastructure verticals including roads, renewable energy, transmission, urban transport, etc. in varied roles such as structured finance, M&A, business development and asset management.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Planning & Strategy
    Financial Presentation
    Investment Strategy
    Asset Management
    Private Equity
    Management Consulting
    Corporate Finance
    Mergers & Acquisitions
    Financial Analysis & Valuation
    Financial Modeling
  • $33 hourly

    • 4.9/5
    • (66 jobs)
    • Excellent Academic Credentials – Chartered Financial Analyst (CFA) Certified Chartered Financial Analyst (ICFAI, India) Certificate in ESG Investing by CFA Institute MBA from one of the prestigious B-Schools of Mumbai University Bachelor of Engineering in Electronics and Telecommunication • Relevant Work Experience – I bring over 14 years of experience as an Investment Adviser, Research Analyst, and Trader, most recently serving as a Senior Investment Analyst at a U.S.-based wealth management firm managing approximately $90 million in assets under management for high-net-worth and ultra-high-net-worth clients. In this role, I was responsible for overseeing equity investment and trading portfolios, where I successfully generated significant alpha through low-duration aggressive stock and options trading strategies. • Skills – Options Strategist – Stock Options Index and Stock based Option trading strategies for creating consistent returns on portfolio basis Stock Trading and Investment – Low duration swing trading and momentum-based stock trading ideas Investment Portfolio Development – Developing and Managing client portfolios to maximize investment returns
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Stock Option Agreement
    Article Writing
    Private Equity
    Venture Capital Consulting
    Financial Writing
    Investment Research
    Forex Trading
    Content Writing
    Equity Research
    Financial Management
    Corporate Finance
    Financial Analysis
    Financial Modeling
    Investment Strategy
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    Experienced program and strategy manager. Enjoy working with cross-functional teams on business and product strategy in dynamic high-growth environments. Skilled at managing quick and critical deliveries, problem-solving, analytics and stakeholder management. Ex-investment banker, CFA (charter pending), IIM Calcutta MBA and CEMS Masters in Management Also interested in policy-making and research, social, anthropological and cultural evolution and climate and sustainability
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Strategic Planning
    Strategy
    Financial Modeling
    Valuation
    Venture Capital
    Mergers & Acquisitions
    Private Equity
    Product Management
    Equity Valuation
    Data Analysis
    Program Management
    Stakeholder Management
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    I’m an analyst experienced in data mining, sourcing, entry and well versed in computers - Microsoft office, advance excel, powerpoint, word, etc. I can help in data administration and proofreading/writing and smaller freelancing tasks.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Data Entry
    Proofreading
    Finance
    Computer Skills
    Microsoft Excel
    Office 365
    PPTX
    Data Mining
    Data Analysis
    Analytics
  • $16 hourly

    • 0.0/5
    • (0 jobs)
    Data-driven solutions for business resilience | Analytical | Strategic | Innovative Data Analysis Risk & Controls Business Analysis Credit Portfolio Risk Team Leadership Professional Summary With over 13+years in Data Analytics & Credit Portfolio Risk, expertise includes executing data-driven solutions to enhance internal processing. Specialized in MIS reporting, Business Analysis, Risk & Controls remediation, Project Management, Data Mining, Professional roles include Assistant Vice President at Citi Corp, Ex. Assistant Vice President at JP Morgan Chase Pvt. Ltd., Ex. Consultant at CapGemini Technologies Services IND Pvt. Ltd., Ex. Systems Engineer at TATA Consultancy Services Ltd., and Ex. Senior Systems Engineer at INFOSYS Ltd. Demonstrated problem-solving skills with a focused approach, excellent communication, and a customer-oriented mindset.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Credit Report
    Financial Projection
    Financial Plan
    Financial Consulting
    Financial Analysis
    Fraud Detection
    Risk Analysis
    SQL
    Artificial Intelligence
    Machine Learning
    Tableau
    Alteryx, Inc.
    SAS
    Python
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    Darash Shah is an Investment Banker specialising in end-to-end execution of Private Equity fundraisers and M&A for companies. He has collaborated closely with top management on fundraising strategies. Significant experience in Financial Modelling, preparing investment/company presentations, Private/Public Valuation, company/industry research, and trading/transaction comparable analysis, building investment thesis.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Fundraising Presentation
    Investment Research
    Company Valuation
    Valuation
    Industry Research
    Company Profile
    Company Research
    Pitchbook
    Pitch Deck
    Financial Model
    Financial Modeling
    Financial Analysis
    Mergers & Acquisitions
    Fundraising
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I’m Kalpit Jain, a recent Bachelor of Business Administration graduate in Finance from NMIMS, Mumbai, where I achieved a GPA of 3.73/4.0. With a solid foundation in finance and hands-on experience through internships at organizations like Ambit Finvest and 1 Finance Private Limited, I’ve developed a strong analytical skill set and a broad knowledge base in financial research, accounting, and project management. During my internships, I tackled diverse projects, from primary research across banking sectors to complex valuation analyses and back-testing financial models. I'm currently preparing for the CFA Level 1 exam in February 2025, eager to deepen my expertise and expand my impact in the finance field. Known for my attention to detail, adaptability, and teamwork, I bring experience in valuation, portfolio building, and financial modeling, and I’m excited to contribute to a collaborative and growth-oriented environment.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Personal Finance & Wealth Management
    Financial Modeling
    Portfolio Management
    Equity Research
    Finance
    Verbatim Transcription
    Professional Tone
    Business
    Business Writing
    Proofreading
    Writing
    Academic Editing
    Content Writing
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    Over 6 years of experience in investment banking and financial services. As a front office Investment Banking Senior Associate at Acquara, I work on deal sourcing and execution of end to end sell side M&A deals closely working with C-suite executives of Indian businesses. Previously as an Associate at J.P. Morgan Chase & Co, I completed a 2-month mobility program working on bespoke deals and analyzed industry landscapes for deal opportunities. I tracked global private equity deals across sectors and created over 100 profiles of companies focusing on investment highlights. I was involved in key deals including an acquisition by a global provider of CX services for $4.8bn and a take-private transaction in the digital business services industry for $3bn. Prior to this, I managed Rates & FX exposure of clients at HDFC Bank Treasury Advisory Front Office.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Consulting
    Venture Capital
    Private Equity
    Fundraising
    Startup Pitchbook
    Mergers & Acquisitions
    Microsoft Excel
    Valuation
    Pitch Deck
    Financial Modeling
  • $16 hourly

    • 0.0/5
    • (0 jobs)
    Hello! I’m Ritika Ajmera, a seasoned financial analyst specializing in financial modeling, valuation, pitch deck creation, and financial due diligence. With a strong background in finance and over 5+ years of experience working with startups, mid-market firms, and large enterprises, I bring a unique combination of analytical expertise and strategic insight to the table. I help businesses make informed financial decisions by creating accurate and dynamic financial models, delivering detailed valuations, and conducting thorough due diligence. Whether you need a comprehensive financial forecast, a business valuation for investors, or a professional pitch deck to attract funding, I offer tailored solutions that meet your needs. Services I offer include: 1. Financial Modelling: Building dynamic, robust financial models to support decision-making. 2. Valuation: Comprehensive business valuation using multiple approaches (DCF, comparable company analysis, precedent transactions). 3. Pitch Decks: Designing compelling, data-driven pitch decks for investors and stakeholders. 4. Financial Due Diligence: Conducting meticulous reviews of financials to assess risks and uncover potential growth opportunities. I pride myself on clear communication, attention to detail, and delivering results on time. Let’s work together to elevate your business and achieve your financial goals. Reach out today!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Private Equity
    Graphic Design
    Business Presentation
    Financial Analysis
    Forecasting
    Market Research
    Business Plan
    Pitch Deck
    Mergers & Acquisitions
    Chartered Financial Analyst
    Real Estate Financial Model
    Financial Modeling
    Business Valuation
    Management Consulting
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    I'm a Finance Professional proficient in Financial Modeling & Valuation. Experienced in Project Finance.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Equity Valuation
    Corporate Finance
    Portfolio Management
    Pitch Deck
    Accounting
    Private Equity
    Equity Research
    Mergers & Acquisitions
    Financial Modeling
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    A seasoned M&A advisor and University of Cambridge graduate with 6+ years of experience and demonstrated history of working alongside Private Equity, Venture Capital, Hedge Funds, Sovereign Wealth Funds, and Investment Banks - Pitch-Decks, Investor Presentations - Business Plan Writing - Data Analytics - Excel Templates - Public Market Equivalency Analysis - Historical Valuation Analysis - Deal Pipeline analysis - Returns forecasting & benchmarking - Financial Valuation - Financial Modelling - Secondary Research - Advance excel - Advance PowerPoint
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    List Building
    Presentation Design
    Excel Formula
    Pitch Deck
    Microsoft PowerPoint
    Financial Modeling
    Financial Analysis & Valuation
    Secondary Research
    Investment Research
    Investment Strategy
    Microsoft Excel
    Investment Portfolio Review
    Financial Analysis
  • $12 hourly

    • 0.0/5
    • (0 jobs)
    I am Economics post graduate and fresher. I want to Develop a career in financial management, risk analysis or financial planning where my domain knowledge of economics can be used efficiently.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Finance
    Microsoft PowerPoint
    Financial Analysis
    Microsoft Excel
    Market Research
    Risk Analysis
    Research & Development
    Financial Consulting
    Typing
    Research & Strategy
    Economics
    Risk Management
    Teaching
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I'm an investment banker, versed with equity valuation, research in listed companies, investment advice for all age investors, pitchbook preparation, fundraising advice for young start ups and anything involving finances for company of any size. Please reach out for personal or professional financial guidance.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Research
    Investment Preparation
    Equity Research & Analysis
    Private Equity
    Equity Valuation
    Investment Strategy
    Investment Portfolio Review
    PV Evaluation
    Valuation
    Equity Research
  • $17 hourly

    • 0.0/5
    • (0 jobs)
    I am a highly analytical and motivated candidate with a background in mathematics, machine learning, and financial analysis who thrives in challenging and intellectually stimulating conditions. Currently pursuing a Bachelor's degree from IIT Bombay and a CFA Level-I Candidate (Nov'24), seeking an opportunity in a quant or finance role to apply advanced mathematical and computational skills in real-world financial markets.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Pine Script
    Private Equity
    Venture Capital
    Time Series Analysis
    Economics
    Finance
    SQL
    Probability Theory
    Numerical Analysis
    Statistical Analysis
    Data Analysis
    Information Analysis
    Machine Learning Model
    Machine Learning
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    I help startup founders get the right deck to raise future capital! About me: I am an ambitious Investment professional with a deep-rooted interest in financial markets and early-stage venture capital. Continually seeking out opportunities to enhance my skills and knowledge, I am committed to achieving excellence in the investment sector. I have been an active investor myself in public markets and have had the opportunity to work in early-stage Venture capital to evaluate investments. Additionally, Through my involvement in various college cells and clubs, I have honed my interpersonal skills and developed strong leadership qualities. My management abilities have been further refined through my participation in intercollegiate festivals and competitions. With unwavering persistence and a growth mindset, I remain dedicated to realizing my goals and driving positive outcomes in all aspects of my life.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Leadership Skills
    Communication Skills
    Investment Strategy
    Startup Pitchbook
    Financial Modeling
    Microsoft Excel
    Conduct Research
    Startup Consulting
    Startup Company
    Business Presentation
    Presentation Design
    Presentations
  • $3 hourly

    • 0.0/5
    • (0 jobs)
    Hi, I am a Data Entry professional with Investment Banking Domian and worked on many Mainframe systems.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Transaction Data Entry
  • $3 hourly

    • 0.0/5
    • (0 jobs)
    Summary of Work Experience: • 17+ years of Techno/Functional Business Analyst cum Program Management in Treasury & Capital Market domain. • Vast experience in Trade Processing (Front to Back Office) in various asset class including Fixed Income Security, Money Market, Mutual Fund, Equity, EQ-Derivatives, Interest Rates Derivatives, Foreign Exchange. • Implemented Fund Accounting / MF NAV calculation for Sahara Life Insurance. • Managed implementations for esteemed clients like Yes Bank, Lakshmi Vilas Bank, Fino Payment Bank, Utkarsh Small Bank, Bandhan Bank, Sahara Life Insurance, State Bank of India and UTI (Axis) Bank. • Onsite International project exposure for Citi Bank Singapore and Citi Bank UK. • Hands on each and every phase of Software Development Life Cycle and Project Management activities. Key Activities handled: • Program Management activity (Planning, Scheduling, Costing, Tracking, UAT, Stakeholder management, etc.) including customer sign-off and payment collections. • Vendor Management, getting cost effective, timely and quality delivery/solution. • Understanding the functional part of the Treasury Management operations, Wealth Management, CRM (Customer Relationship Management) with exposure to End-to-End system flow. • Interaction with clients on Project kick-off, Requirement vs Solution Fitment, Scope sign-off from Business, Implementation, UAT, responsible for UAT sign-offs and payment collections. • Hands on experience on Load Testing (Load Runner Tool) & Functional Testing (QTP 9.0 Tool). • Mentor team on functional/technical side. Trained them on logic building and logical code review. • Handled various internal as well as external IT and compliance audits. • Self-study of Content Driven Website designing, Mass Email & SMS Solutions, evaluating various vendors and implemented CMS driven public website for Religare Private Wealth. • Participated in various pre-sales activities to help organization in achieving business revenue/growth.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Automation Anywhere
    Testing
    Insurance Consulting
    Treasury Management
    Business Analysis
    Oracle PLSQL
    Manual Testing
    In-App Support
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