Managing Director of Investment Banking

About the Company

Top-tier public accounting & advisory firm

Industry Accounting

Type Privately Held

About the Role

The Company is seeking a Managing Director for its Investment Banking division. The successful candidate will be responsible for advising clients on mergers and acquisitions, as well as providing strategic solutions that align with their vision. This role requires a strong focus on business development, including networking to convert prospects into clients. The Managing Director will also oversee and execute transactions, ensuring all deliverables are met in a timely and appropriate manner. Additionally, the role involves mentoring and overseeing the execution team, with a commitment to driving measurable revenue results.

Applicants must have a Bachelor's degree in accounting or finance, an MBA, and a minimum of 10 years' experience in investment banking or a similar corporate finance vertical. A background in middle-market investment banking is preferred. The role demands a candidate with a strong entrepreneurial and metrics-driven mindset, capable of managing and leading a team. Proficiency in Microsoft Office is required, and the candidate must hold or be in active pursuit of FINRA Series 63 and 7 or 79 licenses. The ideal candidate will have advanced analytical and modeling skills, excellent communication, and the ability to work effectively under pressure. A commitment to client satisfaction, the ability to travel, and a proactive approach to work are also essential.

Travel Percent Less than 10%

Functions

Business Development Finance Strategy