Debt Advisory - Investment Banking

Debt Advisory - Investment Banking

Description:

Job Title: Debt Advisory – Investment Banking

Experience: 6 to 8 years

Location: Mumbai

 

About the Role:

The Debt Advisory professional will be responsible for executing debt advisory and syndication transactions, building lender and investor relationships, and conducting financial and market analysis. The role involves extensive financial modeling, capital structuring, and preparing transaction-related documentation to support deal execution. This position requires a strong understanding of debt markets, credit structuring, and investment opportunities across various sectors.

Job Description:

Debt Advisory & Syndication Execution

Lead end-to-end execution of debt advisory and syndication transactions, including structuring, due diligence, and negotiation.

Develop and implement capital-raising strategies tailored to client needs and market conditions.

Coordinate with banks, NBFCs, credit funds, and institutional investors to facilitate syndication deals.

Financial Analysis & Structuring

Conduct in-depth financial modeling, capital structure analysis, and risk assessment to support debt transactions.

Research and analyze complex sectors, businesses, and investment opportunities to identify optimal financing solutions.

Evaluate client financials, creditworthiness, and market positioning to recommend tailored debt solutions.

Stakeholder & Relationship Management

Build and maintain strong relationships with lenders, investors, and financial institutions to drive deal flow.

Work closely with internal teams, including legal, compliance, and risk, to ensure smooth transaction execution.

Advise clients on debt structuring, refinancing, and restructuring strategies.

Transaction Documentation & Presentations

Prepare high-quality pitch books, capital structure analyses, debt profiles, and credit memos to support transactions.

Develop sales memos and roadshow presentations for investor and lender engagement.

Ensure compliance with regulatory requirements and industry best practices in debt structuring.

Qualifications & Requirements:

Education: MBA (Finance) / CFA / CA or an equivalent qualification.

Experience: 6 to 8 years in debt advisory, investment banking, or structured finance.

Industry Knowledge: Strong understanding of credit markets, debt instruments, and capital market transactions.

Financial Expertise: Proficiency in financial modeling, credit analysis, and risk assessment.

Network & Relationship Management: Established relationships with lenders, investors, and financial institutions.

Preferred Skills:

Experience in structured debt transactions, including project finance, leveraged finance, and refinancing.

Knowledge of regulatory requirements related to debt syndication and capital markets.

Strong analytical, presentation, and stakeholder management skills.

This role offers an exciting opportunity to work on high-value debt transactions, engage with top-tier lenders, and contribute to innovative financial solutions.

 

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