Managing Director
Company | First Financial Bank |
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Location | Dublin, OH, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior, 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.