Unified Vision Capital - Senior Associate/Assistant Vice President - Client Coverage

Department Icon Investment Banking, Private Equity & VC
118+ Applicants
Posted: 4 weeks ago
5-8 years
Noida,Mumbai,Hyderabad,Chennai
work from office

Posted: 4 weeks ago
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Applicants: 118+
Job Description
About Company
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Job Description

About Role
The Assistant Vice President (AVP) in the Client Coverage team plays a pivotal role in deepening relationships with key corporate. The AVP will support and contribute to the origination and execution of high-impact investment banking transactions including mergers & acquisitions (M&A), equity capital markets (ECM), debt capital markets (DCM), and structured/leveraged finance deals.
This role is suited for a high-performing individual with a strong background in corporate finance, exceptional client engagement skills, and a strategic understanding of the broader financial markets and macroeconomic environment.
Key Responsibilities:
Strategic Client Coverage & Relationship Management
- 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.
Origination & Transaction Advisory
- 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.
Deal Execution Support
- 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.
Sector and Market Intelligence
- 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.
Team Collaboration and Leadership
- Mentor and oversee analysts and associates by guiding their work on client deliverables, technical modelling, and internal documentation.

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- 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 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.

Skills

Client ServiceCorporate FinanceAdvisoryDeal ExecutionDealsClient EngagementEquity Capital MarketsInvestment BankingM&aMergersMergers & AcquisitionsProposalsPitch BooksTransaction ExecutionTransaction AdvisoryValuationCfaSenior Associate

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About Company

A global Financial Service Company head quartered in New Delhi, India. It provide services in the areas of Investment Banking, Project Finance, Fund Raising, Private Equity, Syndication, Merger & Acquisition and Corporate Finance Advisory with Domestic and Overseas partners. Since inception in 2011, Unified Vision Capital has already made successful exposure in Infrastructure, Manufacturing, FMCG, Logistics, IT, Pharmaceuticals, Energy, Telecom, Shipping, Hospitality and Education Sector. Committed to its core values, Unified Vision Capital has since evolved from a boutique player to the premier independent global professional services company with a reputation for providing bouquet of financial services under one roof and value-creation to underperforming and robust companies across the industry spectrum. Unified Vision Capital is unified through a shared commitment for impeccable quality service, highly integrated service delivery processes and a common set of core values and management philosophies that guide their decisions.

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Important dates & deadlines?

Application Deadline

24 Jun 26, 04:55 PM IST

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Unified Vision Capital - Senior Associate/Assistant Vice President - Client Coverage

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