- Location
- Mumbai, India
- Type
- Full-time
- Department
- Finance
- Seniority
- Director
- Experience
- 10+ years
- Source
- Workday
Description
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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Skills
Project Management
