Job SummarySupports evaluation, modeling and execution of strategic transactions for the company, including mergers and acquisitions, minority investments, fund investments and joint ventures. Performs external strategic and financial peer analysis and benchmarking. Supports Large Financial Institution ("LFI") initiatives, including resolution planning, and analyzes business case development for new initiatives and strategic objectives.
Job Duties and Responsibilities - Works through diligence processes for potential merger and acquisition transactions, and gathers and leverages integration planning inputs in order to support integration planning and valuation inputs. Gathers information regarding risks and opportunities for impending and ongoing M&A activities, translating this information into fact-based and well-reasoned insights on the valuation and structural impact of the merger or acquisition. Supports market research such as competitive analyses, in order to enable informed decision-making for sensitive merger and acquisition transactions.
- Supports the development of the Bank's Resolution and Recovery Planning efforts, including the documentation of methodologies, valuation of portfolios and ongoing submission of information/data.
- Assists with modeling and financial analysis of impending and on-going transactions. Refines and completes market research and strategic fit analyses. Enables detailed target analysis and financial model lead creation using KPIs and other variables such as sales drivers in order to estimate revenue and profitability of merger or acquisition over a multi-year project period.
- Remains knowledgeable about the most significant strategic and financial factors affecting the company and industry and performs in-depth financial analysis, researching the market and monitoring trading trends and obtaining answers for questions raised by executive management or investors.
- Provides support and helps execute the overall strategic planning process, including providing top down financial and strategic analysis on the company's performance, including peer benchmarking.
- Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
- Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Minimum Education:- Bachelor's degree in business administration, finance or a related discipline OR an equivalent combination of education and experience.
Minimum Experience:- Three to Eight years of financial services experience with a concentrated focus on finance, investor relations, treasury or mergers and acquisitions.
Required Knowledge, Skills, & Abilities:- Understanding of the impact that various economic and interest rate environments have on the financial performance and products within a mid-size regional bank
- Knowledge of economic concepts and capital markets fundamentals
- Knowledge of capital structure. Experience with financial institution balance sheets preferred, but not required
- Knowledge and understanding of financial modeling and valuation concepts/techniques used by analysts and investors, or direct financial planning experience. Past experience with financial institution modeling preferred, but not required
- Extensive and advanced proficiency using Microsoft Office software products
