Job Details

Managing Director, Investment Banking at Yellow Cardinal

Apply locations: OH - Worthington - Wilson Bridge Rd

Job type: Full time | Posted: 30+ Days Ago | Requisition ID: R8061

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!

If you are interested and qualified for this role, we invite you to apply.

The Managing Director, Yellow Cardinal Business Succession Services, provides creative solutions, engages with clients, and develops high-quality presentation materials. The role may involve leading or assisting with structuring, negotiations, and transactional pipeline management.

Essential Functions/Responsibilities

1. Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
2. Creates client experience materials to assist on all pitch proposals and new engagements.
3. SOURCES and identifies potential new clients and maintains customer relationship management pipeline.
4. Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters, including fee structures.
5. Conducts due diligence activities related to ongoing pipeline projects.
6. Other duties as assigned.

Minimum Knowledge, Skills, and Abilities

• Bachelor's degree; Master's preferred.
• 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
• In-depth understanding of the field's concepts and principles.
• Strong financial and accounting background.
• Leadership skills with the ability to develop and mentor others.
• Research skills and ability to identify needed information.
• Mathematical skills.
• Ability to meet deadlines.
• High-level communication and negotiating skills.

Scope and Decision-Making

Performs complex tasks with some latitude for determining processes. Uses expertise to make independent decisions and advise others, working with minimal supervision.

Supervisory Responsibilities

• May lead and/or direct others' work.
• Provides leadership and mentorship as a subject matter expert.

Physical Requirements

• Long periods of desk/computer work.
• Standing, seeing, hearing, speaking, lifting, driving.
• Travel as needed.
• Available to assist clients during non-traditional hours.

Compliance

The associate is responsible for meeting all compliance requirements imposed by law, regulation, and company policies, including Bank Secrecy Act, Anti-Money Laundering, OFAC, and Suspicious Activity reporting.

Benefits and Incentives

We offer relevant, thoughtful benefits supporting our associates' holistic wellbeing. Please review our Benefits Guide.

All roles are incentive eligible, except Co-Op, Intern, or Student positions.

We do not discriminate based on age, race, religion, gender, disability, or other protected characteristics. We are an E-Verify employer.

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