The role serves as a senior strategic advisor responsible for assisting clients in raising funds through capital markets and providing M&A advisory services
Job Summary
The role serves as a senior strategic advisor responsible for assisting clients in raising funds through capital markets and providing M&A advisory services.
Candidates will lead due diligence processes, draft pitch materials, and oversee project execution while working closely with senior team members and external advisors.
The position offers a competitive salary range of $250,000 to $275,000 along with comprehensive benefits including medical coverage, 401(k), and paid time off.
Matching Summary
The role serves as a senior strategic advisor responsible for assisting clients in raising funds through capital markets and providing M&A advisory services.
Salary
Base: $250,000.00 - $275,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs
Skills & Requirements
Must-have
6-10 years of banking experience
Capital markets product knowledge
M&A transaction execution skills
Equity or debt offering leadership
Corporate banking business knowledge
Nice-to-have
Series 79 and 63 certification
Master's degree in Business
Experience with derivatives products
Strong written communication skills
Leadership of analyst teams
Key Requirements
Bachelor's degree required; Master's preferred
6-10 years of Financial Services industry experience
Series 79 and 63 licenses within 90 days
Knowledge of lending and credit approval processes