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Senior Associate/Assistant Vice President - Client Coverage

Unified Vision Capital·Posted today

Location

Chennai

Experience

5–9 years

Required Skills

Corporate FinanceClient EngagementFinancial MarketsRelationship ManagementFinancial AnalysisEquity Capital MarketsStructured FinanceLeveraged FinanceFinancial ModelingValuationMarket ResearchTeam LeadershipPresentation SkillsInterpersonal SkillsMacroeconomic EnvironmentMergers AcquisitionsDebt Capital MarketsSector Knowledge

About the Role

As an Assistant Vice President (AVP) in the Client Coverage team, you will play a crucial role in deepening relationships with key corporate clients. Your responsibilities will include supporting and contributing to high-impact investment banking transactions such as mergers & acquisitions (M&A), equity capital markets (ECM), debt capital markets (DCM), and structured/leveraged finance deals.

Key Responsibilities:

  • • Act as the day-to-day liaison for corporate clients, providing consistent relationship management and high-quality coverage.

  • • Identify and pursue opportunities to originate business by understanding client strategies, industry trends, and capital structure needs.

  • • Work closely with senior bankers to develop and execute a relationship strategy aligned with the client's growth trajectory.

  • • Help coordinate internal touchpoints and communications across different product and sector teams for holistic client service delivery.
  • • Develop and pitch bespoke strategic and financing ideas to clients, working with sector and product partners to bring full-firm capabilities to the table.

  • • Take the lead on producing marketing materials such as pitch books, strategic reviews, company profiles, and financing proposals.

  • • Identify opportunities for M&A, equity/debt issuance, and restructuring mandates based on financial analysis, peer benchmarking, and market research.
  • • Collaborate with deal teams during transaction execution, including drafting information memorandums, assisting with due diligence, managing third-party advisors, and coordinating with legal, compliance, and risk teams.

  • • Review and refine financial models, valuation materials, and investor presentations.

  • • Ensure transaction milestones are met and communications with clients remain fluid, transparent, and professional throughout the execution lifecycle.
  • • Build deep domain knowledge across the relevant sector(s), becoming a trusted thought partner to clients and internal stakeholders.

  • • Monitor market developments, macroeconomic indicators, and competitor activities that could impact clients' strategic positioning.

  • • Generate regular insights and updates to clients on sector outlooks, capital markets trends, and potential inorganic opportunities.
  • • Mentor and oversee analysts and associates by guiding their work on client deliverables, technical modelling, and internal documentation.

  • • Contribute to internal forums such as deal review committees, sector strategy sessions, and best practice discussions.

  • • Support internal approval processes including credit memos and KYC requirements.
  • Qualifications & Experience:

  • • Bachelor's degree in Finance, Economics, Business, or a related field. MBA or CFA is a plus.

  • • 5-7 years of relevant experience in investment banking, corporate finance, or client relationship roles.

  • • Strong financial modelling, valuation, and analytical skills.

  • • Demonstrated experience in client interaction and supporting execution of complex transactions.

  • • Knowledge of local regulatory frameworks and global financial market practices.

  • • Excellent communication, presentation, and interpersonal skills.

  • • Ability to manage multiple projects and work in a high-pressure environment.
  • Why Join Us:

  • • Opportunity to work in a fast-paced, high-impact role with direct client interaction and significant transaction exposure.

  • • Be part of a collaborative and meritocratic culture focused on long-term client partnerships.

  • • Gain experience across a wide spectrum of investment banking products and markets. As an Assistant Vice President (AVP) in the Client Coverage team, you will play a crucial role in deepening relationships with key corporate clients. Your responsibilities will include supporting and contributing to high-impact investment banking transactions such as mergers & acquisitions (M&A), equity capital markets (ECM), debt capital markets (DCM), and structured/leveraged finance deals.
  • Key Responsibilities:

  • • Act as the day-to-day liaison for corporate clients, providing consistent relationship management and high-quality coverage.

  • • Identify and pursue opportunities to originate business by understanding client strategies, industry trends, and capital structure needs.

  • • Work closely with senior bankers to develop and execute a relationship strategy aligned with the client's growth trajectory.

  • • Help coordinate internal touchpoints and communications across different product and sector teams for holistic client service delivery.
  • • Develop and pitch bespoke strategic and financing ideas to clients, working with sector and product partners to bring full-firm capabilities to the table.

  • • Take the lead on producing marketing materials such as pitch books, strategic reviews, company profiles, and financing proposals.

  • • Identify opportunities for M&A, equity/debt issuance, and restructuring mandates based on financial analysis, peer benchmarking, and market research.
  • • Collaborate with deal teams during transaction execution
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