Merit Investment Bank - Senior Associate - Investment Banking Support

Merit Investment Bank is a boutique, client focused investment banking firm specializing in middle market mergers & acquisitions, capital solutions, and strategic advisory services. Founded in 1996 and based in Gig Harbor (near Seattle), with multiple U.S. regional offices (including Seattle / Tacoma, Denver, Phoenix, Los Angeles, and San Francisco), it boasts a team of seasoned dealmakers with decades of experience in technology, industrial, infrastructure, and consumer sectors. The firm operates through a close affiliation with CDI Global, enabling cross-border transactions across more than 30 countries.

Merit Investment Bank emphasizes a collaborative, value driven process tailored to client goals, combining market expertise, proprietary relationships, and professional rigor to execute M&A deals, fund-raising, and growth initiatives. The firm presents a structured engagement model-from understanding aspirations to deal execution within client teams' ecosystem-and showcases numerous client testimonials detailing how their involvement led to higher offers, smoother transitions, and creative deal structures.

We are seeking a Senior Associate based in India to provide dedicated Investment Banking support focused on the US markets. In this role, you will be a key member of the investment banking team, overseeing the execution of capital offerings, mergers and acquisitions, and other financial advisory services for clients across broad industry segments - technology, industrial & manufacturing, infrastructure, consumer goods, business & financial services.

You will collaborate closely with the client's deal team on high-impact projects, including deal execution, marketing, sourcing, and strategic initiatives. Your responsibilities will also encompass financial modelling, preparation of marketing materials, investor list development, and other support functions. Additionally, you will take part in select client calls and pitch meetings with Senior MDs.

Key Responsibilities :

• Serve as the primary point of contact during the diligence phase, overseeing document requests, formulating diligence questions, and managing ongoing communication with clients.
• Collaborate with the client's deal team to support live and prospective M&A and capital markets transactions across multiple industry verticals, including - technology, industrial & manufacturing, infrastructure, consumer goods, business & financial services.
• Prepare and refine Confidential Information Memorandums (CIMs), pitchbooks, teasers, and other marketing materials.
• Build and maintain detailed 3-statement financial models, including projections, sensitivities, and scenario analyses.
• Conduct in-depth valuation analyses, including precedent transactions, trading comparables, and DCF models, ensuring diligence and accuracy.
• Lead and support deal marketing and buyer outreach efforts, including identifying and engaging potential investors and maintaining investor lists with relevant information.
• Assist in deal sourcing initiatives, helping to evaluate and generate potential acquisition targets.
• Ensure compliance measures are upheld within the investment banking team.
• Participate in client calls and pitch meetings with private equity firms, ensuring seamless support to MDs and VPs by knowing the numbers cold and being able to answer investor questions.
• Assist in ad hoc strategic and analytical projects as required by the client's deal team.

Who We're Looking For :

(ref : iimjobs.com)