About the role
- Manage the execution of M&A, private placements, and capital raising transactions.
- Serve as the main point of coordination for transaction processes and client relationships.
- Provide oversight to internal deal teams while ensuring quality and effective collaboration.
- Mentor Associates and Analysts for team development and efficiency.
- Support business development initiatives and assist 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/Licensure: FINRA SIE, Series 63 and 79
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingvaluationM&Aprivate placementscapital raisingdeal structuringtransaction processesregulatory considerations
Soft skills
mentoringteam developmentcollaborationclient relationship management
Certifications
FINRA SIESeries 63Series 79