Team Lead Investment Banking

Role Overview: Lead and manage investment banking operations with focus on Equity Capital Markets (ECM) and Debt Capital Markets (DCM) advisory.

Key Responsibilities:

• Identify and pitch new business opportunities in ECM and DCM to expand market share
• Lead comprehensive investigations into 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 capital structure and enhance business viability
• Lead 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 industry-specific 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 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 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 culture of excellence, accountability, and continuous learning within the investment banking team
• Work closely with Managing Director on transaction strategy, business planning, and broader strategic initiatives

Required Qualifications:

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