Managing Director, Investment Banking at Yellow Cardinal

First Financial Bank • Columbus, OH • 4h ago

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 Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management. Essential Functions/Responsibilities

Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.

Creates client experience materials to assist on all pitch proposals and new engagements

Sources and identifies potential new clients and maintains customer relationship management pipeline

Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures

Conducts due diligence activities related to ongoing pipeline projects

Other Duties as assigned.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Bachelors degree; Masters preferred

5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.

In depth understanding of field's concepts and principles.

Strong financial/accounting background

Leadership skills with the ability to develop and mentor others

Ability to identify and seeks needed information/research skills

Mathematical skills

Ability to meet deadlines

High level communication skills with negotiating skills

Level of Complexity and Scope

Performs complex tasks and has some latitude for determining appropriate processes to follow.

Degree of Independence and Decision-Making

Uses subject matter expertise to make independent decisions and advise others.

Works with minimal supervision

Required Supervisory Responsibilities

May be asked to lead and/or direct the work of others

Provide 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 working hours

Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer. Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjE5MzkyLjEwNTA4QGJhbmthdGZpcnN0Y29tcC5hcGxpdHJhay5jb20

Similar Jobs

(REMOTE) Claims Representative (IAP) - Workers Comp Training Program

Sedgwick • Columbus, OH • 1h ago

Finance, Accounting & Banking

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi...

1h ago

Go to Apply

Control Manager - Banking and Wealth Management

JPMorgan Chase • Columbus, OH • 4h ago

Finance, Accounting & Banking

Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk strategies. Elevate your career with opportunities for growth and collaboration in a dynamic team e...

4h ago

Go to Apply

Senior Banking Analyst

NATIONAL CHURCH RESIDENCES HOUSING GROUP • Columbus, OH • 4h ago

Finance, Accounting & Banking

Job Description: Title: Senior Banking AnalystHousing DivisionStatus: Non-ExemptRevision date: 06/2021Supervises: N/APURPOSEAccording to prescribed policies and procedures of the organization including all applicable sta...

4h ago

Go to Apply

Consumer and Branch Banking Internship Summer 2026

Huntington National Bank • Columbus, OH • 4h ago

Finance, Accounting & Banking

Description Summary: Still in school but ready to launch your career? Our internship program is perfect for ambitious students looking to gain valuable hands-on experience that will build more than just your resumé - it...

4h ago

Go to Apply

Regional - Small Business Banking Internship Summer 2026

Huntington National Bank • Columbus, OH • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Auto Finance Credit Rep-Sr

Huntington National Bank • Columbus, OH • 14h ago

Finance, Accounting & Banking

Description The Auto Finance Credit Rep, Sr. approves, denies, and negotiates consumer auto credit applications originated through auto dealers. Flexibility to work Saturdays/Sundays and some holidays on a rotation basis...

14h ago

Go to Apply

Corporate Finance and Strategy Intern Summer 2026

Huntington National Bank • Columbus, OH • 14h ago

Finance, Accounting & Banking

14h ago

Go to Apply

Accounting Clerk

Robert Half • Hilliard, OH • 18h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounting Clerk to join our team in Hilliard, Ohio on a contract basis. This role focuses on supporting financial operations, including accounts payable, accounts receiva...

18h ago

Go to Apply

Accountant

Bath & Body Works • Columbus, OH • 18h ago

Finance, Accounting & Banking

Description At Bath & Body Works, everyone belongs. We are committed to creating a culture of belonging focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining...

18h ago

Go to Apply

Corporate Banking Operations Intern Summer 2026

Huntington National Bank • Columbus, OH • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.