About the Prospect A rapid-growing boutique wealth advisory and capital markets firm operating at the intersection of global asset allocation and syndicated investment solutions, we serve high-net-worth individuals, family offices, and institutional clients across Asia. Our team structures bespoke cross-border investment vehicles, advises on multi-asset portfolio construction, and executes syndicated equity/debt placements with global fund partners — all grounded in rigorous CFA-aligned analysis and investment banking discipline. Role & Responsibilities
Design and execute syndicated wealth structuring solutions — combining private equity, credit, real assets, and thematic funds — for UHNW clients and family offices.
Lead end-to-end deal flow: identify off-market opportunities, conduct due diligence, model cash flows, and structure investor term sheets with global fund managers.
Collaborate with cross-border legal, tax, and compliance teams to ensure regulatory alignment across jurisdictions (India, Singapore, UAE, Switzerland).
Prepare pitch decks, investment memorandums, and client reports using financial modeling best practices aligned with CFA Level 3 standards.
Build and maintain relationships with global asset managers, sovereign wealth funds,



and private credit providers to source exclusive syndication pipelines.
Advise on multi-asset portfolio construction, risk-adjusted return optimization, and ESG-integrated allocations for client mandates.

Skills & Qualifications
Must-Have
CFA Level 3 Candidate or Charterholder
Investment Banking experience (M&A;, ECM, DCM, or Private Equity)
Expertise in financial modeling (LBO, DCF, project finance)
Robust understanding of syndicated debt/equity structuring
Proficiency in Bloomberg, Capital IQ, and Excel (advanced modeling)
Experience with cross-border wealth structuring or offshore funds
Knowledge of SEBI, FEMA, and international fund regulations
Preferred
CA/CFA dual qualification
Experience with family office advisory or private wealth management
Fluency in Mandarin or Arabic (for APAC/MENA deal flow)

Benefits & Culture Highlights
Competitive compensation performance-linked bonuses carry on syndicated deals
Work directly with global fund partners and sovereign investors — high visibility, high impact
Flexible work-from-office culture with international travel opportunities

📌 Syndication Wealth Manager Cfa Level 3/investment Banking Mumbai
🏢 Beyond Border Consultants
📍 Mumbai