Position Overview
We seek an Associate Director with 12+ years of experience in financial research, deal execution, or transaction support to lead our Deal Support and Transaction Collaterals & Solutions division. This role requires a client-focused leader who can drive high-stakes deliverables, manage P&L ownership, and collaborate with senior stakeholders to ensure seamless alignment with strategic transaction objectives.
Key Responsibilities
1. Client & Deal Coordination
- Act as the senior relationship owner for investment banks and corporate clients, ensuring flawless delivery of deal collaterals within defined timelines
- Oversee the preparation of precise, compliant, and investor-ready materials, including Information Memorandums, financial models (DCF, LBO, M&A), valuation reports, teasers, and market / competitor analyses
- Engage with clients to define scope, clarify expectations, and proactively resolve challenges during fundraising / M&A processes
- Implement rigorous quality checks across all deliverables to minimize errors and ensure adherence to client / regulatory standards
2. Team & Operational Management
Lead and mentor a team of analysts / managers, building expertise in financial modelling, market research, and high-quality collateral designStreamline processes and leverage tools (automation, templates, knowledge repositories) to improve efficiency and scalability3. P&L Ownership
Drive the BU's revenue and profitability targets through budgeting, resource planning, and cost optimizationIdentify growth opportunities via client retention, upselling, and development of niche offerings (e.g., sector-focused research packages)4. Market Intelligence & Innovation
Monitor industry trends (valuations, regulatory shifts, fundraising strategies) to ensure collaterals remain market-relevantBuild proprietary frameworks / tools (e.g., integrated ESG valuation models) to differentiate Rubyworks solutions in client engagements5. Stakeholder Collaboration
Partner with investment banks, legal advisors, and client CFOs / treasury teams to align deliverables with broader transaction strategiesSupport business development by showcasing Rubyworks' expertise in pitch decks, workshops, and client 12+ years in financial research, transaction support, investment banking, or corporate financeMBA / CFA / CA preferred; deep expertise in Information Memorandums, financial modelling, valuation, and investor-facing documentationProven experience in leading teams and managing P&L for deal execution servicesStrong client management and stakeholder engagement skills with the ability to navigate complex deal environments(ref : iimjobs.com)