Unified Vision Capital - Senior Associate/Assistant Vice President - Deal Execution

About Role:

We are looking for a highly experienced and driven candidate to join our Investment Banking team, with a core focus on deal from structured finance, project finance, M&A, Equity fund raise to capital markets deals across sectors. This individual will play a key role in managing day-to-day execution, and directly engaging with clients and stakeholders throughout the transaction lifecycle.

Key Responsibilities:

Deal Execution:

• Lead transaction execution across M&A, equity, and debt deals, working closely with internal and external stakeholders.
• Manage and guide analysts/associates, ensuring high-quality output across financial models, pitch materials, and transaction documentation.
• Drive the preparation of key materials, including:

• a. Confidential Information Memoranda (CIMs)
• b. Investor presentations
• c. Valuation models (DCF, LBO, precedent transactions, trading comps)
• d. Internal committee memos and management presentations

• Conduct and review due diligence processes, liaising with clients, lawyers, consultants, and other advisors.
• Act as a key point of contact for clients during execution, ensuring smooth communication and timely deliverables.
• Manage transaction timelines, regulatory requirements, due diligence, and closing processes.
• Provide real-time updates to senior bankers and clients on progress, key risks, and deliverables.
• Lead efforts in creating transaction structuring scenarios and financial impact assessments.
• Coordinate across internal legal, compliance, and risk teams to ensure adherence to regulatory guidelines and internal protocols.
• Monitor transaction timelines, regulatory and compliance requirements, and help resolve deal execution issues as they arise.
• Contribute to internal process improvement and knowledge sharing across the team.

Client Engagement & Relationship Management:

• Support and at times lead client meetings and strategic discussions, working directly with C-suite executives, CFOs, and business owners.
• Develop deep sector knowledge to add strategic value during deal discussions.
• Work closely with clients to gather data, respond to queries, and provide ongoing strategic guidance throughout a transaction.

Strategic Contribution:

• Work closely with senior bankers in shaping client strategy, identifying business development opportunities, and refining execution approaches.
• Stay abreast of market trends, regulatory developments, and sector-specific dynamics that may impact deal structuring or client objectives.
• Contribute to origination initiatives by helping to prepare pitch books and strategic marketing materials as needed.

Qualifications & Experience:

• 6-9 years of relevant experience in investment banking, M&A advisory, corporate development, or Big4.
• Strong academic background in Finance, Economics, Accounting, or related discipline. MBA, CA, or CFA designation is a plus.
• Proven deal experience across multiple sectors and sell-side transactions
• Advanced financial modeling and valuation expertise; ability to independently build and review complex models.
• Excellent written and verbal communication skills; comfort in client-facing roles.
• Deep understanding of transaction mechanics, legal documentation, and capital markets dynamics.
• High proficiency in Microsoft Excel, PowerPoint, and experience with data rooms

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.