CITIC CLSA

Asia-focused capital markets and investment group

Director – Corporate Finance & Capital Markets - Investment Banking

Investment BankingConfirmed live in the last 24 hours

Full-timeMumbai, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

A Master's degree or higher in any discipline is required.
At least 10 years of relevant experience in the investment banking domain is required.
Extensive knowledge of the Indian market, project management, and client service is required.
An in-depth understanding of the Indian market is required.
Strong analytical, quantitative, interpersonal, organizational, problem-solving, and multitasking skills are required, along with the ability to work independently, attention to detail, a results-driven and self-motivated approach, and self-starter qualities.
Excellent spoken and written English is required.

Responsibilities

Build an equity capital markets pipeline focused on Qualified Institutional Placements, block deals, and initial public offerings.
For Qualified Institutional Placements, leverage existing relationships, incorporate research views, and demonstrate the ability to sell deals.
For block deals, use private equity and promoter relationships to identify opportunities, and work with Institutional Equities to pitch, win, and execute mandates.
For initial public offerings, collaborate with investment banking and sector bankers to target companies planning to list in one to three years, and assist with ten IPO pitches.
Leverage existing relationships to win CLSA mandates by partnering with sector teams and Institutional Equities to build sector and product credibility with clients and add existing relationships to CLSA's client base; build relationships with at least ten new clients.
Collaborate with sector teams to pitch for deals, prepare pitch presentation books focused on markets and investors, provide clients assurance on CLSA's placement capabilities, and discuss key investors and investor sentiment during pitches.
Cover deal marketing to investors, the regulatory process, marketing CLSA Research, and corporate access during pitches; participate in at least fifteen equity capital markets pitches with bankers.
Oversee end-to-end transaction execution after mandate wins, acting as the single point of contact for clients and internal teams and handling documentation, agreements, roadshows, and syndication.
Lead all equity capital markets-related execution and syndicate work on live mandates.
Build and sustain relationships with equity capital markets desks of large funds and select domestic investors, developing and maintaining relationships with at least ten such desks.
Work seamlessly with investment banking and Institutional Equities teams and mentor junior execution staff.

Key Areas of Responsibilities

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

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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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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CITIC CLSA

Director – Corporate Finance & Capital Markets - Investment Banking

About the Job

Requirements

Responsibilities

Key Areas of Responsibilities

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

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

About the Company

CITIC CLSA

Recently Posted Jobs