Director - Investment Banking

Director - Investment Banking

Location:

Chicago, IL (in office 4 days per week)

Compensation: $190k-$230k (based on experience) + Commission

Full Benefits, 401k etc.

• 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).

• 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.