Associate - AVP, ECM

Key Responsibilities

1. Deal Execution & Support

• Assist in preparing pitch books, investor presentations, and marketing materials (e.g., prospectuses, roadshow materials).
• Conduct financial modeling, valuation analysis (DCF, comparables, etc.), and scenario testing for equity transactions.
• Track live deal execution, including book-building, investor feedback, and allocation strategies.
• Coordinate due diligence processes with legal, accounting, and regulatory teams.

2. Market & Industry Research

• Monitor equity market trends, IPO pipelines, and investor sentiment across sectors.
• Analyze peer transactions, trading performance, and valuation benchmarks.
• Prepare weekly/monthly ECM updates for internal and client use.

4. Cross-functional Collaboration

• Work with Investment Banking on equity financing solutions for clients.
• Liaise with Sales & Trading to gauge market demand and pricing dynamics.
• Coordinate with Equity Research on industry insights and valuation inputs.

Qualifications & Skills

• Education: Bachelor’s degree in Finance, Economics, Business, or related field. CFA/MBA a plus.

• Experience: 1–3 years in investment banking, ECM, equity research, or related roles.

• Technical Skills:

  • Advanced Excel, PowerPoint, and financial modeling.
  • Familiarity with Bloomberg, CapIQ, and other market data tools.
  • Understanding of equity capital markets regulations (SEC, HKEX, etc.).

• Soft Skills:

  • Strong analytical, communication, and multitasking abilities.
  • Detail-oriented with ability to work under tight deadlines.
  • Team player with high professionalism and client focus.