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Chief Investment Officer

2 months ago

Santa Monica, California, United States DelMorgan & Co. Full time
About DelMorgan & Co.

DelMorgan & Co. is a distinguished financial institution with a rich history of over 150 years of collective experience and a remarkable record of over $250 billion in successfully completed transactions. Our team of experts offers top-tier financial guidance and support to a diverse range of clients globally, including companies, institutions, governments, and individuals.

Job Title: Managing Director

The Managing Director role at DelMorgan & Co. is pivotal within our investment banking division. It entails spearheading various responsibilities such as attracting new business opportunities, overseeing current client projects, finalizing agreements, and supervising junior banking professionals. This position presents a chance for professional advancement, accountability, and wealth accumulation for the right candidate.

Key Responsibilities
  • Identify and pursue business development prospects, promoting a comprehensive range of services to potential clients;
  • Generate and manage new deal flows, initiating new client collaborations aligned with the firm's strategy;
  • Build client networks, establish and sustain a robust pipeline, and contribute to the formulation and execution of sales and marketing strategies;
  • Lead transactions through all phases, from initial client presentations to deal closures;
  • Demonstrate exceptional proficiency in daily deal execution, negotiation, and completion;
  • Effectively communicate financial insights and strategic matters in a clear, concise, and pertinent manner to assist corporate executives in financial transactions;
  • Show meticulous attention to detail in client deliverables;
  • Cultivate and oversee client relationships, actively engaging at crucial junctures of each transaction;
  • Provide leadership, professional growth, and guidance to junior team members;
Desired Skills and Experience
  • Minimum of 10 years of experience at a boutique or regional investment bank with proven M&A execution capabilities;
  • Capability to make sound decisions based on data analysis and prioritization;
  • Demonstrated expertise in managing day-to-day client relationships and projects;
  • Proven track record of leadership and effective team management;
  • Prior achievements and a documented history of success in new business development and closing investment deals;
  • Comprehensive understanding of the capital market, encompassing deal valuations, pricing, structures, potential funding sources, and buyers;
  • Familiarity with capital advisory services, the M&A process, intricate transactions, buyer/seller tactics, deal structuring, and negotiation;
  • Substantial experience in client interaction, showcasing the ability to forge strong and influential client connections;
  • Hold a Bachelor's or Master's degree in Finance, Accounting, Economics, an MBA, or CFA certification;
  • Strong leadership and managerial proficiencies, blending good judgment, team building, and effective communication;
  • A strong desire to operate in an entrepreneurial setting, bringing creative thinking to contribute significantly to the long-term triumph of the organization;
  • Passionate about embracing DelMorgan & Co.'s vision, mission, core principles, and dedicated to constructing a high-impact establishment.