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.
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Job Type
Full-time
Career Level
Manager