Investment Banking Associate Director

4 days ago


Houston, Texas, United States BankTalent HQ Full time
About the Role

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
Requirements
  • 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
What We Offer
  • 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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