Candidate Success Factors:Candidates are measured on the following four performance drivers, which will dictate how individual impact is considered on the Americas platform:
- Results and Impact
- Exercise broad autonomy and discretion in the execution and delivery of work.
- Accountable for driving outcomes that have a significant effect on the team and department.
- Able to educate, influence and direct peers, team members and junior bankers.
- Demonstrates good judgement when making decisions of high complexity and impact.
- Leadership and Collaboration:
- Acts as a primary leader for projects, processes, and programs, taking ownership of execution from start to finish.
- Partner with and lead colleagues across various sectors and product teams to achieve a team-first approach, while managing, mentoring and developing Associates and Analysts.
- Client, Customer and Stakeholder Focus:
- Builds and manages client relationships, serving as a day-to-day point of contact throughout deal execution.
- Interacts regularly with senior client management and department leaders.
- Demonstrates the ability to influence stakeholders at the department and senior client level.
- Compliance Culture and Conduct:
- Takes full responsibility for personal actions and demonstrates courage in facing problems and conflicts.
- Perceived as a person of high moral character; upholds corporate values and displays high ethical standards.
Responsibilities:- Lead the execution and origination of investment banking transactions
- Lead and project-manage M&A, ECM and Leveraged Finance transactions, including coordinating across all parties involved
- Drive the preparation of deal pitches, including idea generation, origination themes, and research and analysis of companies and industries
- Oversee and review complex financial models, including valuation and merger consequences analysis
- Provide industry intelligence and competitive analysis for potential opportunities, and lead the scoping and structuring of potential deals
- Work in close partnership with Managing Directors and Directors to manage client relationships, transaction execution and deliverables
- Manage, mentor and develop Associates and Analysts in the preparation and analysis of pitch and transaction materials
- Establish effective working relationships and build credibility with clients and internal constituents throughout the organization
Minimum Required Qualifications:- Bachelor's degree with 5+ years of experience at an investment bank with specific exposure to M&A, ECM and Leveraged Finance or comparable experience at a large corporate
- Core valuation / financial modelling experience in a professional setting
- Strong analytical and quantitative skills
- Team player, self-motivated and entrepreneurial
- Detail oriented with a complete focus on quality results/deliverables
- Strong communication skills, both verbal and written
Preferred Qualifications:- Master's degree or MBA with 5+ years of experience at an investment bank with specific exposure to M&A, ECM and Leveraged Finance or comparable experience at a large corporate
- Core valuation / financial modelling experience in a professional setting
FINRA Registrations Required: CFTC Swap Dealer Associated Person (if yes, NFA Swaps Proficiency Program is required): SEC Security-Based Swap Dealer Associated Person:While the description above describes our ideal candidate, we encourage applicants to apply even if they do not fully meet the complete list of qualifications noted.
The expected starting salary range for this position is starting at $250,000 annually. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience, time in role, base salary of internal peers, prior performance, business line, and geographic/office location.
In addition, our comprehensive benefits package aims to support our employees in various aspects of their lives. From healthcare and wellness programs to retirement plans and childcare services, we prioritize the well-being and growth of our employees. Our benefits include medical, dental and vision coverage, a 401(k) Savings Plan, backup childcare, life, accident and disability insurance, mental health support and paid time off. Additional details about our benefits offerings, inclusive of eligibility for a discretionary bonus, will be provided during the hiring process.
