Managing Director, Investment Banking at Yellow Cardinal

Essential Functions/Responsibilities

• Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
• Creates client experience materials to assist on all pitch proposals and new engagements.
• Sources and identifies potential new clients and maintains customer relationship management pipeline.
• Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures.
• Conducts due diligence activities related to ongoing pipeline projects.
• Other Duties as assigned.

Minimum Knowledge, Skills, and Abilities

• Bachelor’s degree; Master’s degree preferred.
• 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
• In-depth understanding of field's concepts and principles.
• Strong financial/accounting background.
• Leadership skills with the ability to develop and mentor others.
• Ability to identify and seek needed information/research skills.
• Mathematical skills.
• Ability to meet deadlines.
• High level communication skills with negotiating skills.

Level of Complexity and Scope

• Performs complex tasks and has some latitude for determining appropriate processes to follow.
• Uses subject matter expertise to make independent decisions and advise others.
• Works with minimal supervision.

Required Supervisory Responsibilities

• May be asked to lead and/or direct the work of others.
• Provides leadership and mentorship as a subject matter expert.

Physical Requirements

• Long periods of desk/computer work.
• Standing.
• Seeing.
• Hearing.
• Speaking.
• Lifting.
• Driving.
• Travel as needed.
• Available to assist clients during non traditional working hours.

Compliance Statement

• The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures.
• This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.

Incentive Eligibility

• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

Compliance Statement

• We have a Compliance Statement that includes meeting all compliance requirements imposed by State and Federal law and regulation, as well as related Bank policies and procedures.

E-Verify Employer

• We are an E-Verify Employer.