Institutional Sales Manager
FinStrat Management, Inc.
Vice President – Investment Banking
ComCap
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.
- Maintain strong working relationships with clients and support senior leadership throughout the deal lifecycle.
- Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.
- Mentor and support Associates and Analysts, ensuring high performance, technical accuracy, and professional growth within the team.
- Oversee the preparation and finalization of pitchbooks, Confidential Information Memorandums (CIMs), management presentations, and transaction documents.
- Manage collaboration across legal, financial, and internal teams to ensure smooth execution and resolve transaction-related challenges effectively.
- Assist senior leadership with select origination efforts, including opportunity evaluation and participation in strategic client discussions.
- Support the development of junior staff and provide feedback on performance in coordination with senior leadership.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field required.
- MBA or relevant advanced degree preferred.
- Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution.
- Proven track record in managing M&A deals, private placements, and capital raising transactions.
- Experience mentoring junior team members.
- Advanced financial modeling and valuation expertise (Excel).
- Strong proficiency in PowerPoint for client-facing materials.
- Familiarity with financial databases.
- Deep understanding of deal structuring, transaction processes, and regulatory considerations.
- Certifications: FINRA SIE, Series 63 and 79.
