Team Lead Investment Banking

Our client is seeking a role in their Investment Banking Team for the delivery of advisory and investment banking mandates. The role requires strong analytical capability, deep understanding of financial transactions, and effective communication skills to support institutional clients in areas such as capital raising, mergers and acquisitions, and strategic advisory

• 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.

• 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.