Managing Director, Yellow Cardinal Investment Banking

First Financial Bank • Cincinnati, OH

2d • Onsite

About The Position

The Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects. This role involves identifying potential new clients, leading the pitch proposal process, negotiating engagement terms, managing engagement execution, and cultivating relationships with business owners and potential buyers. The position also requires assisting team members with transaction analysis and execution, and providing input on project-related materials.

Requirements

• Bachelors degree
• 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
• Strong Accounting background/knowledge
• Knowledge of Corporate Finance including Discounted Cash Flow modeling
• Above average communication skills (both written and verbal)
• Ability to deliver messages in a straightforward and respectful manner
• Negotiating skills
• Ability to “read the room” and skillfully respond to complex situations
• Ability to articulate complex topics to a variety of audiences
• Willingness to be available to clients on an almost 24/7 basis

Nice To Haves

• Masters preferred
• Highly complex scope of work
• Uses subject matter expertise to make independent decisions and advise others.
• Works with minimal supervision
• No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.

Responsibilities

• Identify potential new clients
• Lead the “pitch” proposal process to secure new engagements
• Negotiate the terms of engagement letters including the fee structure
• Manage/lead the execution of engagements
• Maintain/build a network of business owners and referral sources
• Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
• Assist other team members in analyzing opportunities and executing transactions
• Provide input on CIM’s and other project related materials

Benefits

• Development and Training
• Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Incentive Eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Senior