- Strategic outreach to prospective clients, investors, consultants, and relevant stakeholders
- Coordination and management of client interactions, documentation, and execution workflows
- Structuring, maintaining, and safeguarding client documentation, financial data, and internal records
- Managing institutional-grade databases of clients, investors, consultants, and vendors
- Facilitating and coordinating both virtual and in-person meetings across stakeholders
- Preparation of Minutes of Meetings (MoMs), structured summaries, and follow-up documentation
- Ensuring formal, precise, and skilled communication across all channels
- Supporting research, diligence, and execution aligned with capital advisory mandates
- Undertaking additional responsibilities as assigned by the management from time to time