Assistant Vice President/Vice President - Family Office Coverage - Investment Banking

Roles & Responsibilities :

- Build and own relationships with family offices, HNIs, and smaller funds, creating a high-quality and active investor network relevant for bridge rounds

- Keep investors actively engaged and maintain strong relationships through targeted opportunity sharing, relevant insights, and periodic updates

- Support in closing the end-to-end execution of USD 2-5 Mn bridge rounds across sectors

- Match opportunities with the right investors based on cheque size, investment thesis,and appetite

- Drive investor conversations, manage diligence and queries, and push transactions toward closure

- Work closely with internal teams to identify companies requiring bridge capital at an early stage

- Pre-syndicate opportunities and build investor interest ahead of live mandates

- Ensure speed and efficiency in capital mobilisation for time-sensitive bridge requirements

- Track trends across family offices, HNIs, and emerging managers to refine outreach and targeting

- Build and maintain a dynamic investor tracker covering preferences, cheque sizes, past activity, and responsiveness

- Partner with deal teams to align investor strategy for relevant mandates

- Act as the bridge between internal deal teams and the investor ecosystem

Skills and Qualifications :

- 6-7 years of experience in investor relations, capital raising, wealth management, or similar roles

- Strong existing relationships with family offices, HNIs, and smaller funds

- Ability to independently build, manage, and deepen investor relationships

- Good understanding of investor behaviour including cheque sizes, preferences, and decision timelines

- Clear and concise communication skills

- Prior experience working with or managing relationships across 5-6 family offices is good to have

What's on offer :

- High ownership of the entire non-institutional investor ecosystem

- Direct deal exposure