01Overview
About The Opportunity A fast-scaling investment banking and wealth advisory firm operating across India, we specialize in structuring and syndicating high-net-worth and institutional investment opportunitiesbridging capital with strategic, high-growth ventures across private equity, infrastructure, and real assets.
Our Wealth Manager
Syndication team sits at the core of client capital deployment, driving deal flow, investor alignment, and execution excellence for premium syndicated offerings.
Role & Responsibilities Lead end-to-end syndication campaigns for private placement and alternative asset offerings, coordinating with originators, legal, and client teams.
Build and manage relationships with HNI, UHNWI, family offices, and institutional investors to secure commitments for syndicated deals.
Develop investor pitch materials, financial models, and term sheets tailored to syndication objectives and risk-return profiles.
Collaborate with origination teams to structure deals with optimal capital stack, pricing, and covenants for investor appetite.
Track and report on pipeline progression, investor feedback, and closing metrics to senior management and stakeholders.
Ensure compliance with SEBI, RBI, and internal governance protocols for private placement and investor communications.
Skills & Qualifications Must-Have
Excel (Advanced Financial Modeling)
PowerPoint (Investor Deck Creation)
SEBI Private Placement Regulations
Deal Syndication Process
Investor Relationship Management
Private Equity / Real Assets Structuring
Client Onboarding & KYC Protocols
Capital Raising Strategy
Preferred
Relationships with HNI / Family Office Networks
Experience with Bloomberg / Capital IQ
CA / CFA / MBA Finance Background Benefits & Culture Highlights Work directly with senior bankers and investors on high-impact, market-shaping deals.
Quick-track exposure to private equity, infrastructure, and real asset syndications across India.
Dynamic, performance-driven culture with merit-based career acceleration.
Skills: investment,investment banking,capital,family,hni,private equity,infrastructure,deals,institutional,wealth .
