Key skills
LeadershipTeam LeadershipCollaboration
About this role
Role Overview
- Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions.
- Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions.
- Lead transaction execution across a variety of deal types including sell-side and buy-side M&A, capital raises, corporate divestitures, and fairness opinions.
- Drive business development by identifying new client opportunities, preparing pitch materials, and collaborating with senior bankers to grow the firm’s client base.
- Provide technical guidance and developmental support to junior and mid-level bankers; oversee their work product and ensure professional growth.
- Promote cross-functional collaboration by identifying opportunities to refer clients to other lines of business.
Requirements
- Bachelor's Degree or higher in Finance, Business, Economics, or a related field or equivalent work experience (preferred)
- 7+ years of experience in investment banking, with a strong focus on middle-market transactions (required)
- Demonstrated success in client relationship management, deal execution, and team leadership (preferred)
- FINRA Security Industry Essentials (SIE) (required)
- FINRA License S7 (required)
- FINRA License S79 (required)
- FINRA License S63 (required)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Incentive compensation