- 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 recent 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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