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Managing Director

Managing Director

CompanyFirst Financial Bank
LocationDublin, OH, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelors degree; Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
  • In depth understanding of field’s concepts and principles.
  • Strong financial/accounting background
  • Leadership skills with the ability to develop and mentor others
  • Ability to identify and seeks needed information/research skills
  • Mathematical skills
  • Ability to meet deadlines
  • High level communication skills with negotiating skills

Responsibilities

  • Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
  • Creates client experience materials to assist on all pitch proposals and new engagements
  • Sources and identifies potential new clients and maintains customer relationship management pipeline
  • Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures
  • Conducts due diligence activities related to ongoing pipeline projects
  • Other Duties as assigned.

Preferred Qualifications

  • Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.