About The Position

This role involves leading teams of Associates and Analysts in providing financing and advisory services to clients, as well as creating and preparing presentation and pitch materials. The position also includes mentoring, coaching, and developing Associates and Analysts. Key responsibilities include managing and executing comprehensive financial modeling and valuation analyses, analyzing financial statements and operating metrics of public companies within the sector to generate industry insights, and acting as a trusted advisor to clients through relationship development, industry knowledge, and capital markets expertise. The role requires developing a thorough understanding of sector trends and competitive dynamics, understanding the financial impact of decisions on the client's organization, and coordinating organizational resources to deliver product solutions and advice. Maintaining frequent communication with team members and product partners is essential. The position will eventually involve origination responsibilities, including identifying and calling on prospects, creating and presenting actionable ideas, and originating new client mandates. Additionally, there will be ongoing involvement in identifying and recruiting potential new hire candidates and 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
  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
  • Analyzing the financial statements and operating metrics of public companies within the sector to generate industry insights
  • Acting 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 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 group as well as other franchise-building activities

Benefits

  • Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
  • A list of benefits for which this position is eligible
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