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Senior Investment Banking Director

2 months ago


San Francisco, California, United States Wedbush Securities Full time
Job Summary

We are seeking an experienced Managing Director to join our Technology Investment Banking group at Wedbush Securities. As a key leader in transaction origination, you will be responsible for originating and executing M&A mandates in software and/or enterprise tech.

Key Responsibilities
  • Initiate new client relationships with software and enterprise technology companies
  • Engage in marketing activities with existing and new potential clients and manage deal pipeline
  • Lead all aspects of transaction life cycle: client sourcing, marketing, due diligence, negotiation, documentation, and closing
  • Develop and communicate strategic direction for the investment banking team under supervision
  • Search for new advisory opportunities
  • Advise client management teams and Board of Directors on complex corporate finance and strategic issues
  • Evaluate financial statements & results, budgets, and forecasts in order to recommend appropriate strategic and other financing solutions to clients
  • Develop strong internal relations with various departments to maximize cross-selling strategies
  • Mentor, lead, and develop team members
  • Perform other duties as required and assigned
Requirements
  • Bachelor's Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable
  • 10+ years of experience within the Technology sector at a nationally recognized investment banking firm, specifically in Software and Enterprise tech
  • FINRA Series 79 required
  • Excellent sales, lead generation, and negotiation skills
  • High proficient in corporate finance concepts and trends, particularly relating to financial institutions
  • Excellent quantitative and analytical skills, ideally with understanding of valuation techniques; Must be highly proficient in financial statement analysis and financial modeling
  • Highly proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
  • Excellent communication (verbal and written) and presentation skills
  • Highly organized and able to multi-task and manage multiple projects and competing priorities without sacrificing accuracy or efficiency
  • Strong leadership and management skills
Benefits
  • Comprehensive medical, dental, and vision coverage with multiple health plan options
  • Health Savings Account (HSA) with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
  • Tuition reimbursement ($5,250 max per year)
  • Paid Vacation, Sick Time, Holidays, Volunteer Time Off
  • Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
  • FINRA and Professional License Sponsorship
  • Charitable Donation Matching Contributions
  • Travel & Employee Assistance and Employee Discount Programs
  • Discretionary compensation based on the colleague's and the firm's performance