Posted: 8 February 2018


Associate Directors have a varied role. They act as financial advisors, team leader, and project manager. Typically, Associate Directors will engage in the following roles:

1. Business Development Role

  • Assist to develop and manage annual business plans identifying key market activities, priorities and risks.
  • Assist to source new potentials clients and business opportunities.

  • Lead proposal efforts including completing project scoping and pitch presentations.

  • Develop skills to create business opportunities, skills to structure transactions, and skills to manage clients and networks.

2. Client Management Role

  • Manage the delivery of the financial advisory process and strategy.

  • Manage and build strong client relationships that foster client ties.

  • Communicates effectively with clients to identify needs and evaluate alternative business solutions.

  • Act as a liaison for clients to financial institutions and other stakeholders.

  • Builds a knowledge base of each client's business, organization and objectives.

3. Project Management Role

  • Create project work plans and revise as appropriate to meet client changing needs and requirements.
  • Identify resources needed and assigns individual responsibilities.

  • Provide intellectual leadership by generating key ideas and conceptual frameworks to guide research and analysis.

  • Review deliverables prepared by team and make client presentations.

  • Effectively apply financial advisory methodology and enforces project standards.

  • Prepare for internal and client engagement reviews and quality assurance procedures.

  • Minimize risk exposures on project.

  • Ensure project documents are complete, current, and stored appropriately.

  • Ensure projects are delivered on time and within budget.

  • Structure appropriate terms and conditions for transaction.

4. Internal Team Development Role

  • Identify training and development needs within the team through job analysis.

  • Devise individual learning plans.


  • A graduate or doctorate degree from a leading university, with a major in finance, accounting, economics, business administration, or a related field.

  • Minimum 7+ years of experience in investment banking, financial advisory or related field with excellent industry contacts and proven leadership experience.

  • CFA and Financial Advisory license preferred, but not required.

  • Track record of sourcing and completing financial advisory transactions.


  • Exceptional interpersonal and communication skills, with the ability to build and further develop senior management relationships, lead execution and act as key point person.

  • Solid planning, analytical and implementation skills, a thorough understanding of complex deal-making, negotiations and structuring.

  • Self-driven, results-oriented with a positive outlook and a dedication to high-quality work product and a strong execution-focused work ethic.                 

  • Proven ability to effectively manage, direct and develop junior members of the team.

    Candidates interested in an Associate Director position can submit a cover letter and resume to