
Capital Markets Professional
2 days ago
Job Title: Capital Markets Leader
We are seeking a seasoned professional to spearhead our Private Wealth-focused Investor Relations vertical. The ideal candidate will possess deep-rooted relationships and a proven track record of closing transactions with high net worth individuals, ultra-high net worth individuals, family offices, and private wealth management firms.
This role is critical to our direct distribution strategy for structured credit, high-yield debt, and bespoke investment products, and involves working closely with internal deal teams and external wealth platforms.
About the Role:
The successful candidate will be responsible for leading the syndication and placement of structured debt and high-yield opportunities to the private wealth ecosystem. They will also manage and grow relationships with HNIs, Ultra HNIs, Family Offices, wealth managers, MFOs, SFOs, and private banks.
Key Responsibilities:
- Develop and execute strategies to align investor appetite with product offerings.
- Represent the firm in investor presentations, product pitches, webinars, and one-on-one meetings.
- Maintain an active CRM and ensure regular follow-ups, portfolio monitoring updates, and post-investment communication.
- Keep abreast of evolving investor preferences, market sentiment, and competitor offerings to refine go-to-market strategies.
Candidate Profile:
We seek a highly motivated and results-driven individual with a passion for private wealth distribution and investor relations. The ideal candidate should possess:
- 6-11 years of experience in private wealth distribution, investor relations, or capital markets.
- Demonstrated ability to raise capital from HNIs and family offices, particularly for credit or structured products and/or AIFs.
- Strong understanding of private credit instruments, yield-based structures, and risk-return dynamics.
- Excellent communication and presentation skills, with a refined approach to engaging senior-level investors.
Educational Qualifications:
MBA (Finance) / CA / CFA preferred.
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