Monarch Networth - Deal Origination Role - Investment Banking

Job Purpose:

Deal Origination, Investment Banking at Mumbai: This is a highly entrepreneurial role responsible for leading deal origination across the Investment Banking business.

The role will focus on building senior client relationships, identifying transaction opportunities and converting them into mandates.

Key Responsibilities:

Relationship & Coverage Management:

• Develop, cultivate and sustain relationships with senior decision-makers (Promoters, CEOs, CFOs, PE/VC) across multiple industries.
• Identify new target clients and initiate outreach campaigns; build industry-by-industry coverage strategy.
• Maintain and grow a professional-intermediary network (CAs, CSs, legal/tax advisors) that sources potential mandates.

Origination & Pipeline Development:

• Screen markets and sectors for deal opportunities (M&A, capital-markets, fundraising, JVs, divestments, restructuring) across industries.
• Maintain a live pipeline: prospects, expected mandate size, conversion likelihood, timeline, sector categorisation.
• Monitor industry and macro trends, regulatory changes, valuations and investor appetite to generate origination themes and pitch ideas.
• Launch strategic campaigns/thematic outreach (e.g., digital manufacturing, consumer consolidation, healthcare roll-ups, infrastructure monetisation) to prime prospects.

Pitching & Mandate Acquisition:

• Prepare compelling pitch decks, industry-tailored proposals and value-creation narratives for prospective clients.
• Lead client meetings and presentations to secure mandates or exclusivity agreements.
• Negotiate preliminary engagement terms (scope, fees, exclusivity) and align with execution teams for hand-over.

Performance Tracking & Reporting:

• Track and report pipeline metrics (number of leads, stage progression, conversion rates, expected revenue) across sectors.
• Prepare dashboards/MIS for senior management: sector performance, geography breakdown, lead sources, lost mandates and reasons.
• Provide strategic input into origination framework: target industries, geographies, client segments based on pipeline and market intelligence.

Travel & External Representation:

• Travel as required for client meetings, industry forums, conferences, road-shows across regions.
• Represent the firm externally and enhance brand visibility and credibility in target industries.

Job Requirements:

Qualifications:

• Candidates must possess either a Chartered Accountancy or a Chartered Financial Analyst (USA) or MBA qualification apart from other graduate/post graduate degrees.

Experience:

• Candidates with atleast 5 - 6 years of experience in Deal origination.

Functional Competencies:

• Deal sourcing and pipeline management; financial analysis and valuation; understanding of IPOs, capital raising and M&A pitch preparation and transaction structuring; mandate negotiation; and CRM discipline.

Behavioral Competencies:

• Strong relationship building and communication skills; commercial judgment; proactive sourcing; persistence and follow-through; collaboration; integrity and discretion.