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

Have approximately 12–15 years of experience in investment banking or financial services, including 4–5 years in business development or origination roles specializing in financial services, fintech, or new-age technology.
Currently hold a Director or equivalent-level position.
Possess a deep understanding of ECM, M&A, advisory, and private equity products.
Have strong senior-level corporate relationships with owners and CEOs of mid-large and large-cap listed entities and large unlisted companies, with a demonstrated ability and history of generating business from them.
Have strong partner-level relationships with financial sponsors covering the relevant sectors, with a demonstrated ability and history of generating business from them.
Have strong origination abilities in the relevant verticals and a proven record of deal experience and transaction closures; be able to lead multiple mandates simultaneously.
Be able to proactively develop and present high-quality equity and M&A analysis and strategic ideas to prospects and clients.
Be able to intervene in live transactions during difficulties and high-level negotiations.
Have strong leadership skills and an entrepreneurial disposition.
Be a team leader and team player; demonstrate humility.
Hold a Master’s degree or higher in any discipline.
Have at least 10 years of relevant investment banking experience.
Have extensive knowledge of project management and client servicing.
Have an in-depth understanding of the Indian market.
Have strong analytical, quantitative, interpersonal, and problem-solving skills; be able to work independently; demonstrate attention to detail, results orientation, self-motivation, initiative, and a proactive mindset.
Have excellent spoken and written English.

Responsibilities

Spearhead deal origination efforts in selected industry verticals for ECM, M&A/advisory, and private equity syndication products.
Lead multiple mandates concurrently.
Develop and present equity and M&A analysis and strategic ideas to prospects and clients.
Become involved in live transactions when difficulties arise and during high-level negotiations.

Key Areas of Responsibilities

Should be in the investment banking / financial services industry for around 12-15 years, of which last 4-5 years must be in business development/origination roles specializing in financial services sector including fintech as well as new-age tech sector
Should currently be at Director or equivalent level
Should possess deep understanding of the ECM and M&A/Advisory/PE products. Will be responsible for spearheading deal origination efforts in the chosen industry verticals for ECM, M&A/Advisory as well as PE syndication products
Should possess strong senior level corporate relationships with owners/CEO of mid-large and large cap listed entities and of large unlisted companies and have the ability and history of driving business from them
Should possess strong partner level relationships of financial sponsors covering the above sectors and have the ability and history of driving business from them
Should have strong origination abilities in the above verticals and have a proven track record of deal experience and closure in transactions in the chosen verticals. Should have the ability to lead multiple mandates at the same time
Should have abilities to proactively develop and present high-quality Equity and M&A analysis and strategic ideas to prospects and clients
On live transactions, should possess the abilities to get involved in times of difficulties in deals and during high level negotiations
Should possess strong leadership skills and an entrepreneurial disposition
Should be a team leader and player. Humbleness is important

Requirements

Master’s degree or above in any discipline
Minimum 10+ years of relevant experience in Investment Banking domain
Extensive knowledge of project management and client serving.
In-depth understanding of Indian Market
Strong analytical and quantitative, interpersonal and problem-solving skills able to work independently, attention to details, result-driven, self-motivated, self-starter, proactive mindset, enthusiastic and a team player
Excellent command of English Language fluent in both spoken and written

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

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

Recently Posted Jobs

Explore more opportunities at CITIC CLSA

See more jobs

CITIC CLSA

Director – Corporate Finance & Capital Markets - Investment Banking

About the Job

Requirements

Responsibilities

Key Areas of Responsibilities

Should be in the investment banking / financial services industry for around 12-15 years, of which last 4-5 years must be in business development/origination roles specializing in financial services sector including fintech as well as new-age tech sector

Should currently be at Director or equivalent level

Should possess deep understanding of the ECM and M&A/Advisory/PE products. Will be responsible for spearheading deal origination efforts in the chosen industry verticals for ECM, M&A/Advisory as well as PE syndication products

Should possess strong senior level corporate relationships with owners/CEO of mid-large and large cap listed entities and of large unlisted companies and have the ability and history of driving business from them

Should possess strong partner level relationships of financial sponsors covering the above sectors and have the ability and history of driving business from them

Should have strong origination abilities in the above verticals and have a proven track record of deal experience and closure in transactions in the chosen verticals. Should have the ability to lead multiple mandates at the same time

Should have abilities to proactively develop and present high-quality Equity and M&A analysis and strategic ideas to prospects and clients

On live transactions, should possess the abilities to get involved in times of difficulties in deals and during high level negotiations

Should possess strong leadership skills and an entrepreneurial disposition

Should be a team leader and player. Humbleness is important

Requirements

Master’s degree or above in any discipline

Minimum 10+ years of relevant experience in Investment Banking domain

Extensive knowledge of project management and client serving.

In-depth understanding of Indian Market

Strong analytical and quantitative, interpersonal and problem-solving skills able to work independently, attention to details, result-driven, self-motivated, self-starter, proactive mindset, enthusiastic and a team player

Excellent command of English Language fluent in both spoken and written

About the Company

CITIC CLSA

Recently Posted Jobs