Xpertiz
Website:
xpertiz.in
Company:
https://www.linkedin.com/company/xpertizindia
Industries: Financial Services
Job details:
Company Description Xpertiz is an India-based investment banking advisory firm that partners with companies, founders, and institutional investors on fund raising, mergers and acquisitions, and strategic transactions. The firm supports clients across the full lifecycle of a transaction, from strategic preparation and positioning to investor or buyer outreach, negotiations, and closing. Its advisory capabilities span capital raising, sell-side and buy-side M&A, and broader strategic transaction advisory. Xpertiz works with growth-stage companies, corporates, private equity firms, family offices, and institutional investors, facilitating disciplined, well-structured transactions across global markets. The firm is focused on delivering qualified counterparties and structured transactions with rigorous execution.
Role Description This is a full-time, on-site Founder's Office role based in the Greater Bengaluru Area. The role involves working closely with the founder on strategic projects, supporting decision-making through research, analysis, and preparation of presentations and reports. Day-to-day responsibilities include tracking key business initiatives, coordinating with internal and external stakeholders, and ensuring follow-through on priorities, meetings, and action items. The role also includes preparing transaction-related materials, monitoring pipelines and performance metrics, and contributing to process improvements across the firm. The individual will act as a central support for the founder, helping align operations with strategic goals while maintaining confidentiality and professionalism.
Qualifications
- Strong analytical and research skills, including the ability to synthesize complex information into clear insights and recommendations.
- Excellent written and verbal communication skills, with experience creating presentations, memos, and reports for senior stakeholders.
- Solid understanding of finance, investment banking concepts, and transaction lifecycles; familiarity with fund raising and M&A is an advantage.
- High level of organizational and project management capability, including prioritization, follow-through, and stakeholder coordination.
- Proficiency with productivity and collaboration tools (e.g., Excel, PowerPoint, document and project management platforms).
- Ability to work on-site in the Greater Bengaluru Area, operate with discretion, and handle sensitive information responsibly.
- Bachelor’s degree in business, finance, economics, engineering, or a related field; advanced degrees or prior consulting/investment banking experience are a plus.
- Curiosity, problem-solving mindset, and willingness to take ownership in a fast-paced, entrepreneurial environment.
Click on Apply to know more.