Team Lead Investment Banking

Job Description

• Identify and pitch new business opportunities in Equity Capital Markets (ECM) and Debt Capital Markets (DCM) to expand market share.
• Lead comprehensive investigations into the financial, legal, and operational standing of target companies to mitigate risks and identify opportunities in transaction mandates.
• Advise clients on corporate restructuring and long-term financial planning to optimize their capital structure and enhance business viability.
• Lead the preparation of compelling marketing materials, including pitch books and information memoranda, to secure mandates and attract investors.
• Conduct deep-dive research into macroeconomic trends and industryspecific developments to provide actionable insights for clients.
• Develop and maintain detailed financial models including valuation, cash flow, and scenario analyses, to support deal structuring and transaction decision-making.
• Analyse transaction structures such as mergers and acquisitions (M&A), capital raises, debt advisory, and restructurings, to assess financial implications and risks.
• Support the structuring of transactions by evaluating funding options, capital structures, and pricing considerations, to optimize value for clients.
• Prepare internal investment memoranda and transaction analyses, to facilitate internal approvals and client recommendations.
• Coordinate end-to-end transaction execution activities including due diligence, data room management, and information requests, to ensure efficient deal progress.
• Prepare and review transaction documentation, term sheets, and closing materials, to support accurate and compliant deal execution.
• Track transaction timelines, deliverables, and risks, to support timely completion of deals and proactive issue resolution.
• Support negotiations by preparing analysis, presentations, and briefing materials for executive management and clients, to enable informed decision-making.
• Provide relationship management with existing clients by delivering high-quality analysis and responsive support, to strengthen client trust and repeat business.
• Respond to client information requests and provide timely updates on transaction progress, to ensure transparency and alignment.
• Collaborate effectively with internal teams across advisory, research, risk, and compliance functions, to deliver integrated client solutions.
• Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards, to protect the firm’s reputation.
• Contribute to building the firm’s brand through professional conduct and high-quality client deliverables.
• Stay informed on capital markets trends, regulatory developments, and industry dynamics, to enhance the quality of advisory insights.
• Continuously improve financial modelling, analytical, and presentation skills, to increase efficiency and accuracy of work outputs.
• Contribute to development of standard templates, models, and best practices, to improve team productivity and consistency.
• Support internal training, knowledge sharing, and mentoring initiatives, to strengthen overall team capability.
• Uphold a culture of excellence, accountability, and continuous learning within the investment banking team.
• Work closely with the Managing Director on transaction strategy, business planning, and broader strategic initiatives.

Qualifications

• Bachelor’s Degree: Economics, Business Management, Mathematics, Statistics, or related fields.
• Master’s degree in a relevant field is an added advantage.
• Professional Certifications: CFA, ACA, ACCA, CIS, or equivalent.

Additional Information