Managing Director, Yellow Cardinal Investment Banking

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

• Identify potential new clients
• Lead the “pitch” proposal process to secure new engagements
• Negotiate the terms of engagement letters including the fee structure
• Manage/lead the execution of engagements
• Maintain/build a network of business owners and referral sources
• Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
• Assist other team members in analyzing opportunities and executing transactions
• Provide input on CIM’s and other project related materials

• Bachelors degree;
  Masters preferred
• 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred
• Strong Accounting background/knowledge
• Knowledge of Corporate Finance including Discounted Cash Flow modeling
• Above average communication skills (both written and verbal)
• Ability to deliver messages in a straightforward and respectful manner
• Negotiating skills
• Ability to “read the room” and skillfully respond to complex situations
• Ability to articulate complex topics to a variety of audiences
• Willingness to be available to clients on an almost 24/7 basis

• Highly complex Degree of Independence and Decision-Making Uses subject matter expertise to make independent decisions and advise others. Works with minimal supervison

No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.

• Long periods of desk/computer work
• Standing, Seeing, Hearing, Speaking, Lifting, Driving Travel as needed
• Available to assist clients during non traditional working hours

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve.

We believe that how we work is just as important as what we achieve. That’s why we’re guided by core values that shape everything we do:
Doing the right thing Teamwork Mutual respect Wellbeing Excellence

Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results. If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here.