Job Details

Business Development - M&A Transactions

Regional Bank owned Investment Advisory Firm

This position is an expansion and growth role for the firm. You will be tasked with generating M&A transactions for firm on an ongoing basis. This is an opportunity to really grow and develop in the M&A world of Investment Banking.

Responsibilities

• Source and Excute M&A Business Transactions
• 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

Qualifications

• Bachelors degree; Masters 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 seeks needed information/research skills
• Mathematical skills
• Ability to meet deadlines
• High level communication skills with negotiating skills