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Open Positions

Director

Director

As a Director you’re responsible for:

  • Collaborating closely with senior management in managing current and potential clients.

  • Supporting senior management in managing clients and transaction processes from start to finish with a supporting deal team.

  • Developing new business and helping other sub-groups by participating in pitches and/or transactions as requested.

  • Securing and/or executing ~$2mm +/- of business annually

What we are looking for:

  • An experienced Director with a proven track record of middle market M&A transactions

  • Significant direct experience in managing deal teams through all phases to closure

  • Hungry for the opportunity to be an impact-player

  • Desire to develop junior team members

  • Contribute to the drafting of sector and research reports

  • Excitement to work in a unique investment banking culture

  • Be committed to a core set of values that makes you an ideal teammate, leader & role model.

Requirements:

  • Four-year degree with advanced degree or financial certifications preferred

  • Minimum 8+ years of relevant investment banking experience (middle market is important)

  • Proven management skills, from leadership to delegation, to mentoring, etc.

  • Established network/personal brand credibility to enable expected business development

  • Expert knowledge of capital markets, transaction legal matters & risk management

  • Current FINRA Series 79 Representative – Series 24 Registered Principal – preferred

  • Solid personal reputation, exceptional work ethic and professional integrity

Workplace Type:

Hybrid

Compensation Range:

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.