About The Position

Essential Job Functions: Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Consumer & Retail Group. Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses. Analyzing the financial statements and operating metrics of public companies within the Retail & Apparel sector to generate industry insights. Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise. Developing a thorough understanding of the trends and competitive dynamics within the sector. Understanding the financial impact of decisions on the client's organization. Coordinating the appropriate organizational resources to deliver product solutions and advice to clients. Maintaining frequent and appropriate communications with team members and product partners throughout the firm. Eventually begin to assume origination responsibilities in accordance with the strategic direction of the Consumer & Retail Group, including but not limited to: identifying and calling on prospects; the creation, analysis and presentation of actionable ideas; and, originating new client mandates. Ongoing involvement in the identification and recruitment of potential new hire candidates for the Consumer & Retail Group as well as other franchise-building activities.

Requirements

  • Minimum of five years of investment banking experience
  • Relevant client interaction and transaction experience in the Consumer & Retail industry.
  • Demonstrated ability to manage deal teams
  • Excellent written and verbal skills
  • Ability to work independently and as part of a team
  • Demonstrated ability to work in a time sensitive environment with strong focus and attention to detail
  • Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) or Liberal Arts
  • Series 7

Nice To Haves

  • MBA preferred but not required.

Responsibilities

  • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials
  • Mentoring, coaching and assisting in the development of Associates and Analysts in the Consumer & Retail Group.
  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.
  • Analyzing the financial statements and operating metrics of public companies within the Retail & Apparel sector to generate industry insights.
  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise.
  • Developing a thorough understanding of the trends and competitive dynamics within the sector.
  • Understanding the financial impact of decisions on the client's organization.
  • Coordinating the appropriate organizational resources to deliver product solutions and advice to clients.
  • Maintaining frequent and appropriate communications with team members and product partners throughout the firm.
  • Eventually begin to assume origination responsibilities in accordance with the strategic direction of the Consumer & Retail Group, including but not limited: identifying and calling on prospects; the creation, analysis and presentation of actionable ideas; and, originating new client mandates.
  • Ongoing involvement in the identification and recruitment of potential new hire candidates for the Consumer & Retail Group as well as other franchise-building activities.

Benefits

  • This position is eligible to earn a base salary in the range of $165,000.00 - $345,000.00 annually.
  • Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
  • Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
  • This position is eligible to earn a base salary of $175,000 annually depending on location and job-related factors such as level of experience.
  • Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance
  • Please click here for a list of benefits for which this position is eligible.
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