Investment Banking

Our global Investment Banking client is seeking to recruit lateral Investment Banking Associates for multiple industry coverage teams (TMT, Healthcare, Industrials, FIG and Business Services) and their ECM and Equity Private Placement groups in NY, Dallas, Chicago and Los Angeles.

Responsibilities:

• Lead engagement planning, due diligence and execution
• Assist with development and execution of client marketing plans and build relationships with clients and prospects
• Supervise and mentor junior team members
• Build complex financial models and conduct business valuation analysis
• Prepare management presentations and marketing pitches
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis

Requirements:

• Bachelor’s Degree with strong academic record
• 3+ years of Investment Banking M&A or Equity Capital Markets experience
• Relevant industry coverage experience
• Demonstrated M&A transaction due diligence and execution experience (for coverage roles)
• Demonstrated Capital Raising or Private Placement execution experience (for capital markets roles)
• Complex financial modeling and valuation analysis skills
• Superb communication, interpersonal and presentation skills
• Detail oriented with the proven ability to work independently and meet strict deadlines
• Keen interested in building a career in the investment banking industry

Our global Financial Services client is seeking to recruit a Senior Sales Director to lead new business development and client development with institutional investors and insurance asset managers in the leveraged loan, high yield bond and syndicate loan markets.

Responsibilities:

• Lead new business development and client development with institutional investors and insurance asset managers in the leveraged loan, high yield bond and syndicate loan markets
• Drive revenue growth, client retention and market penetration in the leveraged loan, high yield bond and syndicate loan markets
• Meet and exceed financial and strategic objectives set by group head
• Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
• Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
• Educate clients on the competitive advantages the firm’s research and analysis offers
• Gather and analyze client feedback and utilize results to hone client marketing strategy
• Analyze global industry trends and produce actionable market intelligence
• Work closely with colleagues to achieve group revenue goals

Requirements:

• Bachelor’s Degree
• 10+ years’ credit, leveraged loan, high yield bond or syndicate loan sales experience
• Deep knowledge of the leveraged loan, high yield bond and syndicate loan markets
• Existing relationships with institutional investors, portfolio managers, traders and sector analysts at leading leveraged loan and high yield bond platforms
• Advanced relationship building, client development and negotiation skills
• Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
• Ability to travel as required

Our global Investment Banking client is seeking to recruit a lateral Vice President to manage and execute complex corporate finance transactions, provide strategic advice to clients and assist with identifying new business development opportunities across the Industrials sector.

Responsibilities:

• Manage and execute complex transaction engagement across the Industrials sector
• Manage the preparation of financial models and business valuations
• Perform marketing and business development and assist with identifying new business opportunities
• Perform company specific due diligence and industry research
• Prepare client presentations and execute pitches
• Participate in client marketing meetings and follow up on client requests
• Participate in strategic planning and client management planning initiatives
• Mentor and coach junior team members

Requirements:

• Bachelor’s Degree; MBA preferred
• 4+ years of corporate finance / M&A execution experience
• Industrials coverage experience
• Demonstrated business development acumen
• Ability to thrive in a highly demanding environment
• Advanced financial modeling and valuation analysis skills
• Exceptional client facing and presentation skills
• Highly motivated, creative, intellectually curious and strong leadership skills

Our global Financial Services client is seeking to recruit a Senior Director to grow existing relationships and develop new revenue generating relationships with investment grade debt capital markets and sydicate bankers, corporate issuers and investors.

Responsibilities:

• Grow existing client relationships and develop new revenue generating relationships with investment grade debt capital markets and syndicate bankers, corporate issuers and investors
• Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
• Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
• Work with global counterparts on cross-border business development opportunities
• Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
• Develop market intelligence, competitive analysis, and industry research and analysis
• Create proposals, RFPs, new business pitch materials and marketing content
• Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

• 10+ years’ bulge bracket investment grade debt capital markets and/or syndicate coverage and execution experience
• Demonstrated new business development, strategic marketing and relationship management skills
• Well developed relationships with investment grade debt capital markets and syndicate bankers, corporate issuers and investors
• Ability and willingness to travel as required
• MBA preferred

Our global Financial Services client is seeking to recruit several Senior Business Development Directors to lead new business development and long-term revenue growth objectives with high yield North American issuers in the Industrials, Healthcare, Business Services and/or Power & Utilities sector.

Responsibilities:

• Drive new business development objectives with North American based high yield corporate issuers in the Industrials, Healthcare, Business Services or Power & Utilities sector
• Assist with coverage and growth of existing client relationships
• Collaborate with the global business development team and executive leadership to develop and execute strategic marketing plans
• Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
• Work with global counterparts on cross-border business development opportunities
• Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
• Develop market intelligence, competitive analysis, and industry research and analysis
• Create proposals, RFPs, new business pitch materials and marketing content
• Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

• 10+ years’ debt capital markets investment banking or corporate corporate banking experience
• Broad capital markets knowledge and high yield business development/origination experience
• Demonstrated client relationships with North American corporate issuers in the Industrials, Healthcare, Business Services or Power & Utilities sector
• Demonstrated new business development, client marketing and relationship management skills
• Coverage relationships with C-level treasury and finance executives in the North American Industrials, Healthcare, Business Services or Power & Utilities sector
• Ability and willingness to travel as required
• MBA preferred