Consulting - Capital Advisors - Managing Director

3 weeks ago


New York NY, United States FORVIS Full time

General information

Name

Consulting - Capital Advisors - Managing Director

Posting Title

Capital Advisors - Managing Director

Ref #

2231919

Date Published

Thursday, February 29, 2024

City

New York

State

New York

Country

United States

Job Category

Capital Advisors

Department

BKD Capital Advisors

Office

Capital Advisors

Advertised Location

US-NY-New York

Working time

Full Time


Description & Requirements
FORVIS is currently seeking a Managing Director on our Capital Advisors team. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing skills, and a broad network. This position represents a significant career opportunity for the right candidate. FORVIS Capital Advisors, LLC, is a wholly owned subsidiary of FORVIS, LLP.  Our group is led by a talented team of experienced investment bankers, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced, entrepreneurial and collaborative environment, we would love to talk to youFORVIS Capital Advisors’ leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you’re interested in learning how we can support your professional and personal goals. How you will contribute:Managing investment banking transactionsDeal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagementsClient/prospect interactions Developing internal and external relationships to source M&A transactions, prepare and deliver client/prospect presentations, working closely with FORVIS partners/managers and initiatives groups in developing client relationships and marketing strategiesMarketing supportPreparing and implementing business development strategies including, participating in corporate finance-related industry conferences and public speaking opportunities, assisting in developing articles, marketing letters, news releases, and other avenues to generate exposure and build the brandTeam buildingContributing to a high-performing national investment banking practice through active coaching, mentoring, and recruiting We are looking for people with Forward Vision and:Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationshipsWillingness and ability to travel when necessary Minimum Requirements:Bachelor's or Master's Degree in Finance, Accounting, or Economics or an MBAThe FINRA Series 79 and 63Extensive prior experience at a market-leading investment banking firm with experience in middle-market transactions, preferably in mergers and acquisitionsExperience in industries such as manufacturing & distribution, food & beverage, technology, business services, and healthcareThorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raisingPrevious success and proven track record in new business development and closing investment banking transactions (book of business contacts)
#LI-NYC

#LI-JT1


New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.New York Salary Range:
NY Minimum Salary (USD)

$ 180,400

NY Maximum Salary (USD)

$ 350,000


  • Executive Assistant

    2 days ago


    New York, United States HighTower Advisors Full time

    **Your Future Team**: LRG Wealth Advisors is a leading financial planning and advisory practice managing $500 million in assets in New York City. Our firm partners with esteemed custodians Fidelity, Pershing, and Schwab to provide our clients with the best possible financial solutions. We are looking for an experienced and dedicated Executive Assistant to...


  • New York, NY, United States BDO International Full time

    Job Summary:The President and Chief Compliance Officer, for BDO Capital Advisors, LLC will serve dual roles in leading the organization’s investment banking subsidiary and managing its operational and compliance functions. The individual in this role will be focused on leading the middle market investment bank which focuses on sell-side advisory,...


  • New York, United States BBVA Full time

    Summary of Responsibilities: Capital Solutions will play a key part in the development of our North American and European FIG franchise. Actively contributing to the origination, structuring, and advisory of capital and liquidity optimization solutions tailored to financial institutions. The Capital Solutions team works closely with client coverage and DCM...

  • FIG Capital Solutions

    6 hours ago


    New York, United States BBVA Full time

    Summary of Responsibilities: Capital Solutions will play a key part in the development of our North American and European FIG franchise. Actively contributing to the origination, structuring, and advisory of capital and liquidity optimization solutions tailored to financial institutions. The Capital Solutions team works closely with client coverage and DCM...


  • New York, New York, United States Paramount Full time

    We are seeking an experienced and results motivated Director or Senior Director of Treasury & Capital Markets to join our team in New York City This person will play a pivotal role in leading all aspects of Paramount's capital framework, with responsibilities including management of the debt portfolio and leading new capital markets executions to name a few....


  • New York, United States Capital Group Full time

    "I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. You have the skills and experience necessary to self-generate new leads of high-net worth clients by executing a business...

  • Investment Advisor

    1 month ago


    New York, United States Pearl Capital Full time

    Bent u op zoek naar een nieuwe job als Investment Advisor? Lees dan de gehele vacaturetekst en neem contact met ons op als u denkt dat het een match is! Functieomschrijving Als Investment Advisor bij Pearl Capital ben je verantwoordelijk voor het adviseren van klanten over onze unieke investeringsmogelijkheid. Je bouwt en onderhoudt relaties met...

  • Principal Consultant

    1 month ago


    New York, NY, United States Capco Full time

    About the team: Capital Markets is part of Capco’s DNA. In fact, the Capco name was inspired by this domain. The Capital Markets team delivers expert consulting skills and deep product and functional knowledge across all areas of the front office, operations, technology, risk, finance and compliance. Our clients include the largest investment banks,...

  • Managing Director

    4 days ago


    New York, United States Delos Capital Full time

    Email: jobs@deloscap.com Title and Summary:Delos Capital is seeking managing directors, principals, and vice presidents with private equity and/or M&A or Restructuring investment banking experience to lead transactions and build the firm’s network. Company:Delos is a private capital firm focused on complex transactions for mid-market companies. We are...

  • Managing Director

    5 days ago


    New York, United States Delos Capital Full time

    Email: jobs@deloscap.com Title and Summary:Delos Capital is seeking managing directors, principals, and vice presidents with private equity and/or M&A or Restructuring investment banking experience to lead transactions and build the firm’s network. Company:Delos is a private capital firm focused on complex transactions for mid-market companies. We are...


  • New York, United States Capco Full time

    About the team: Capital Markets is part of Capco’s DNA. In fact, the Capco name was inspired by this domain. The Capital Markets team delivers expert consulting skills and deep product and functional knowledge across all areas of the front office, operations, technology, risk, finance and compliance. Our clients include the largest investment banks, global...


  • New York, United States City of New York Full time

    Job DescriptionJob DescriptionJob DescriptionThe Mayor’s Office of Criminal Justice (MOCJ) advises the Mayor of the City of New York on criminal justice policy. MOCJ develops and implements strategies, with partners inside and outside government, to reduce crime and incarceration and to promote fairness and legitimacy. MOCJ works with law enforcement, city...


  • New York, United States City of New York Full time

    Job Description Under direct supervision by the Senior Director of Finance within Management and Support Services and with wide latitude for independent judgment the Director of Capital Finance will be responsible for the preparation the divisions Capital Commitment Plan updates three times per year including revising cost estimates and schedules of all...


  • New York, United States Squarepoint Capital Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and discretionary strategies across public and private financial markets to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research....

  • Business Analyst

    3 days ago


    New York, United States Trident Consulting Full time

    Trident consulting is hiring Business Analyst (Capital Market) Position: Business Analyst (Capital Market)Location: New York (Hybrid 3 days in office every week)Duration: Full Time Job Responsibilities: Understand ideas and document them into smaller user stories for delivery. 10+ years of experience as business analyst in capital market domain Sentinel...


  • New York, United States Boston Consulting Group Full time

    Locations: Chicago | Atlanta | Austin | San Francisco | Mountain View | Boston | Brooklyn | Dallas | Denver | Detroit | Houston | Durham | Miami | Nashville | New York | Summit | Philadelphia | Pittsburgh | Seattle | San Diego | Los Angeles | Minneapolis | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle...


  • New York, United States Boston Consulting Group Full time

    Locations: Atlanta | Austin | San Francisco | Mountain View | Boston | Brooklyn | Dallas | Denver | Detroit | Houston | Durham | Miami | Nashville | New York | Summit | Philadelphia | Pittsburgh | Seattle | San Diego | Los Angeles | Minneapolis | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most...


  • New York, United States Boston Consulting Group Full time

    Locations: Chicago | Atlanta | Austin | San Francisco | Mountain View | Boston | Brooklyn | Dallas | Denver | Detroit | Houston | Durham | Miami | Nashville | New York | Summit | Philadelphia | Pittsburgh | Seattle | San Diego | Los Angeles | Minneapolis | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle...


  • New York, United States Citrin Cooperman Advisors LLC Full time

    We are looking for a Facilities Director to join our Administration Department in our New York City office! **Roles and Responsibilities**: - Oversee corporate facilities across the US national offices. - Collaborate with internal stakeholders to support the firm’s strategic real estate goals. - Manage capital improvement projects, including budget vs...


  • New York, United States Marathon Capital LLC Full time

    Job DescriptionJob DescriptionJob Title:  Director, Equity Sales Location:  New YorkAbout the role:  Marathon is looking for a candidate to fill an equity sales position in the firm’s newly created equities group. As the firm’s equities business grows, this is an opportunity for an individual to learn and advance within Marathon Capital.  The...