Director, Corporate Finance & Capital Markets, Investment Banking

Key Areas of Responsibilities

• Build ECM pipeline focused on 3 key products:

  • Qualified Institutional Placements (QIPs):

    • Leverage existing relationships

    • Incorporate research views

    • Demonstrate ability to sell deals

  • Block Deals:

    • Use PE and promoter relationships to identify opportunities

    • Work with IE (Institutional Equities) to pitch, win, and execute mandates

  • IPOs:

    • Collaborate with IB and sector bankers to target companies planning to list in 1–3 years

    • Target: Assist in 10 IPO pitches

• Leverage existing relationships to win CLSA mandates:

  • Partner with sector teams and IE to build sector + product credibility with clients

  • Add existing relationships to CLSA’s client base

  • Target: Build relationships with at least 10 new clients

• Collaborate with sector teams to pitch for deals:

  • Work on pitch presentation books – focus on markets/investors section

  • Provide client assurance on CLSA’s placement capabilities

  • Discuss key investors and investor sentiment during pitches

  • Cover aspects including:

    • Marketing the deal to investors

    • Regulatory process

    • Marketing CLSA Research

    • Corporate Access

  • Target: Participate in at least 15 ECM pitches with bankers

• Oversee end-to-end transaction execution after mandate win:

  • Act as single point of contact for client and internal team

  • Handle:

    • Documentation

    • Agreements

    • Roadshows

    • Syndication

  • Target: Lead all ECM-related execution and syndicate work on live mandates

• Maintain investor relationships:

  • Build and sustain relationships with ECM desks of large funds and select domestic investors

  • Target: Develop and maintain relationships with at least 10 ECM desks

• Work seamlessly with IB and IE teams:

  • Act as a mentor to junior execution staff

Requirements

• Master’s degree or above in any discipline

• Minimum 10+ years of relevant experience in investment Banking domain

• Extensive knowledge of Indian market, project management and client serving.

• In-depth understanding of Indian Market

• Strong analytical and quantitative, interpersonal, organizational, problem-solving, multi-tasking skills, able to work independently, attention to details, result-driven/ self-motivated, self-starter

• Excellent command of English language, fluent in both spoken and written

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