Director - Investment Banking
Location: Chicago, IL (in office 4 days per week)
Compensation: $190k-$230k (based on experience) + Commission
Full Benefits, 401k etc.
Job Summary & Responsibilities
- Work closely with the business development team to identify, develop and close external leads for mergers and acquisitions and corporate financial service offerings.
- Develop prospect and referral networks and support firm efforts in developing and executing business development and marketing strategies.
- Demonstrate significant and deep knowledge of the industries and markets that our client serves.
- Assist in establishing and executing the strategy and direction of the practice.
- Communicate directly with client senior level management, board members, shareholders, and trustees as needed throughout an engagement.
- Participate in engagement review and quality control.
- Exercise professional judgment and decision-making by providing solutions and recommendations to clients and staff.
- Develop a network of referral sources to proactively call on potential new clients.
- Management of day-to-day operations including oversight of supervisory and junior staff, reviewing presentation materials, financial modeling/analyses, and structuring of deals.
- Providing thought leadership to streamline processes and improve efficiency and effectiveness.
- Conduct regular check-ins and tri-annual performance reviews with supervisory staff.
- Participate in selling/pitching services to clients and prospects, leveraging understanding of market dynamics and macro trends.
- Utilize expertise of products, industries, and finance/accounting topics to identify probable deal issues, providing thoughts and perspective on resolution.
- Ensure IB activities are compliant with applicable rules, regulations, policies, and procedures.
- Solicit and qualify viable investors for the firm’s investment banking clients.
- Engage in various other practice development activities (including professional association leadership, conference presentations, and technical publication).
Qualifications
- Degree in finance, economics or other business-related study preferred.
- Prior investment banking experience required; 7 years’ experience, with a verifiable track record of increasing responsibilities.
- Series 79, Series 63, and Series 24 required.
- Elevated analytical and critical thinking skills and excellent verbal and written communication skills.
- Ability to prioritize tasks, work on multiple assignments and manage ambiguity.
- Flexible and adaptable in a changing environment.
- Proficiency with Microsoft Excel, Word, and PowerPoint required.
- Working knowledge of Bloomberg or S&P Capital IQ a plus.
- Exhibit a professional, business-like demeanor.