About Us:
Client Associates (CA) is India's first and largest Multi Family Office, founded by seasoned private bankers to provide holistic wealth management and investment advisory services to ultra-high-net-worth families. Over the years, CA has established itself as a trusted partner to entrepreneurs, business families, and institutional investors, offering bespoke solutions across wealth management, investment banking, and family office services.
Recognized as a pioneer in the industry, Client Associates has received several prestigious accolades, including:
- Best Multi Family Office – AIWMI India Wealth Awards (2018)
- CNBC TV18 Best Financial Advisors Award (Multiple Years)
- Citywealth Asian Family Office of the Year
- Ranked among the World's Outstanding Wealth Managers for Family Office Services by Private Banker International
About the role -
This client-facing role offers the opportunity to work closely with founders, promoters, investors, and senior dealmakers on the end-to-end execution of capital-raising, M&A, and strategic advisory mandates.
The ideal candidate combines strong analytical capabilities with excellent communication skills and thrives in a fast-paced, entrepreneurial environment.
Key Responsibilities -
Transaction Execution
- Support end-to-end execution of investment banking transactions, including capital raises and M&A mandates
- Build robust financial models, valuation analyses, investor presentations, pitch books, information memorandums, and other transaction materials
- Coordinate investor interactions and respond to diligence requests during live transactions
- Assist in preparation and review of transaction documentation, including Term Sheets, Share Subscription Agreements (SSA), Shareholders Agreements (SHA), and other legal documents
Client & Stakeholder Management
- Work closely with founders and management teams to understand business objectives and transaction requirements
- Help clients organize financial information, MIS, historical financials, and other business data for fundraising and due diligence
- Build and maintain strong relationships with investors, fund managers, family offices, HNIs, and other ecosystem participants
Deal Sourcing & Building Knowledge Assets
- Conduct industry, company, and market research to develop investment theses and sector insights
- Analyze competitive landscapes, market trends, and macroeconomic factors affecting businesses
- Support deal origination by identifying prospective clients and assisting with business development initiatives
Candidate Profile -
- CA / MBA (Finance) / CFA
- 5–7 years of relevant experience
- Candidates should be comfortable with accounting and have a strong understanding of financial statements & valuation
- Candidates with experience in building out detailed financial models will be given preference
- Good written communication skills, good working knowledge of MS PPT & Excel
Why join us
- Work on high-impact transactions with leading entrepreneurs and investors
- Gain end-to-end exposure to fundraising, M&A, and strategic advisory mandates
- Be part of a collaborative, high-performance boutique investment banking platform
- Accelerate your learning through direct mentorship from experienced investment bankers
- Enjoy a merit-driven culture that values ownership, innovation, and professional growth
You can look forward to an entrepreneurial setup, flexibility in executing things differently, and most importantly, being a valued team member of a fast-growing boutique investment banking practice.
