DRChoksey FinServ - Investment Banking Head - Fund Management SBU

Role & Designation - Head - Investment Banking (IB Head), Fund Management SBU

Job Overview:

Responsible for leading the Investment Banking business including origination and execution of ECM, DCM, M&A, and structured finance transactions. The role involves building relationships with corporate clients, investors, and internal stakeholders to deliver high-quality advisory and capital-raising solutions.

Roles & Responsibilities:

- Develop and drive the IB strategy aligned with the firm's fund management and capital markets capabilities.

- Originate mandates for IPOs, QIPs, rights issues, private placements, structured debt, and M&A transactions.

- Build and manage senior corporate relationships across target sectors.

- Lead deal execution including due diligence, valuation, structuring, documentation, and regulatory approvals.

- Coordinate with legal, compliance, research, sales, and distribution teams to ensure seamless deal delivery.

- Oversee pitch preparation, financial models, information memoranda, and investor presentations.

- Manage relationships with regulators, stock exchanges, rating agencies, and intermediaries.

- Mentor and develop a high-performing IB team - analysts, associates, and VPs.

- Ensure robust risk management, deal selection, and conflict-of-interest controls.

- Track market trends, sector opportunities, and competitive landscape to refine origination strategy.

Skills Required:

1. Domain Skills

- Deep knowledge of IB products (ECM, DCM, M&A, structured finance).

- Strong understanding of SEBI, Companies Act, and listing regulations.

- Sector expertise in select focus industries (e.g., financials, industrials, consumer, tech, etc.).

- Familiarity with investor appetite across public and private markets.

2. Technical Skills

- Advanced financial modelling and valuation (M&A models, LBOs, transaction comps, etc.).

- Strong deal structuring and documentation understanding.

- Ability to oversee complex due diligence streams and manage advisors.

- High proficiency with Excel and presentation tools (PowerPoint).

3. Managerial Skills

- Proven deal leadership from origination through closure.

- Ability to mentor and retain top IB talent in a demanding environment.

- Excellent negotiation, persuasion, and client-handling skills at CXO/Board level.

- Strong project management with ability to run multiple transactions in parallel.

- High integrity and judgement in deal selection and conflict management.

Qualifications:

- MBA/PGDM in Finance from a reputed institute, or CA/CFA with strong IB background.

- 15+ years of experience in investment banking with a track record of closed transactions.

- Experience in leading IB teams and P&L responsibility preferred.