Director, Corporate Finance & Capital Markets, Investment Banking

• 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

• 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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