Bhatia Capital · Consultant Role

Corporate Finance Consultant

A client-facing role for people who can support companies with capital strategy, investor readiness, transaction preparation and professional corporate finance execution.

Support companies before and during capital transactions.

Vertical
Bhatia Capital
Focus
Capital Strategy · Investor Readiness · Transaction Preparation
Type
Consultant
Location
Remote / Hybrid
Role Overview

Help companies structure their capital story before they enter the market.

As Corporate Finance Consultant, you support client mandates around capital raising, transaction preparation, investor-facing materials and strategic positioning.
01

Capital strategy

Support clients in clarifying funding needs, use of funds, transaction logic and the strategic rationale behind the raise.

02

Investor readiness

Prepare companies for investor conversations through structured narratives, documentation and financial logic.

03

Execution support

Support transaction workflows, follow-ups, information preparation and coordination during investor-facing processes.

What You Will Do

Work across strategy, materials and client-facing execution.

This role requires structured thinking, strong communication and the ability to translate complex company situations into clear investor-facing logic.
01

Develop capital stories

Help clients define their investment narrative, business model logic, market positioning and capital need.

02

Prepare investor materials

Support pitch decks, company profiles, teasers, memos and supporting transaction documents.

03

Support client mandates

Coordinate workstreams, prepare information, manage documentation and support client communication.

04

Structure investor readiness

Identify gaps in materials, positioning, financial logic and process preparation before outreach begins.

What We Look For

Structured advisors with commercial judgment and execution discipline.

We are looking for people who can think analytically, communicate clearly and work professionally with companies, investors and internal teams.
01

Corporate finance understanding

You understand or are willing to deeply learn capital raising, M&A logic, investor materials and transaction preparation.

02

Client communication

You can communicate clearly, ask structured questions and handle client conversations professionally.

03

Execution quality

You work precisely, build clean documents and understand that trust is created through reliability and detail.

04

Commercial mindset

You understand that advisory work requires both analysis and business development discipline.

Regulatory note

For non-internship roles within Bhatia Capital, a §34f qualification may be required depending on the final role scope. Candidates should either already hold the qualification or be willing to obtain it if required for the role.
What You Gain

A role close to clients, capital and execution.

The role is designed for people who want to build real advisory competence instead of working in a narrow support function.
01

Client exposure

You work close to companies preparing capital transactions and learn how advisory conversations are structured.

02

Transaction preparation

You gain practical experience in capital strategy, investor readiness, documentation and process management.

03

Growth path

Strong performance can develop into senior consulting, mandate leadership or vertical management responsibilities.

04

Platform environment

You work inside Bhatia Industries, with exposure to corporate finance, investment, recruitment and platform building.

Application Process

A process focused on advisory fit, communication and execution quality.

01
Application
Send your CV and a short note explaining your background, advisory interest and finance experience.
02
Intro Call
We discuss your experience, motivation, communication style and potential fit with Bhatia Capital.
03
Case / Task
Depending on the situation, we may ask you to structure a short capital story or review an investor-facing scenario.
04
Final Conversation
We align on responsibilities, role scope, compensation structure and potential §34f requirements.
Apply Now

Ready to work on capital advisory mandates?

Apply for the Corporate Finance Consultant role and tell us why you want to work with companies preparing capital raising and transaction processes.

Application details

Please include your CV and a short message about your corporate finance interest, client-facing experience and availability.

Email
welcome@bhatia-capital.com
Subject
Application - Corporate Finance Consultant
Documents
CV + short motivation note
Note
§34f qualification may be required depending on final role scope.