Investment Banking Associate Director
4 days ago
We are seeking a highly experienced and skilled Associate Director to join our Investment Banking team at BankTalent HQ. As a key member of our team, you will be responsible for providing strategic and financial guidance to our clients, helping them navigate complex transactions and achieve their business objectives.
Key Responsibilities- Work closely with senior team members, relationship managers, and referral partners to identify and evaluate new business opportunities
- Develop and lead pitchbooks, teasers, company overviews, and management/board presentations to showcase our clients' strengths and opportunities
- Manage the internal approval and referral process to ensure seamless execution of transactions
- Oversee and assist junior team members in creating financial analysis, projections, and business valuations
- Collaborate with senior team members to pitch, market, and execute transactions, developing strong relationships with clients, prospects, and other stakeholders
- Train, mentor, and develop junior team members to ensure their growth and success
- Manage ad hoc tasks and perform other duties as assigned
- Bachelor's degree in finance, accounting, or a related field; MBA and/or CFA a plus
- 6+ years of experience in investment banking, transaction advisory services, or similar experience
- Deep knowledge of investment banking products, services, and markets
- Self-directed, highly motivated, and proactive with a strong work ethic
- Demonstrated track record of achievement in middle market M&A and/or capital raising
- Significant knowledge of applicable investment banking regulations
- Excellent analytical, quantitative, and communication skills
- High level of focus on work quality and attention to detail
- Ability to manage multiple projects independently under pressure and tight deadlines
- Unquestionable ethics, integrity, and judgment
- Strong organizational skills with demonstrated track record of meeting deadlines and effective time management
- Series 79 (or equivalent) and 63 will be required within 90 days of joining
- Competitive compensation in line with work experience
- 401(k) plan with company match, Profit Sharing
- Medical, Dental, and Vision Insurance - START DAY ONE
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- Mental health benefits including coaching and therapy sessions
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