Managing Director, Yellow Cardinal Investment Banking

First Financial Bank • Kettering, OH • 2h 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 Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects.

Essential Functions/Responsibilities

Identify potential new clients

Lead the "pitch" proposal process to secure new engagements

Negotiate the terms of engagement letters including the fee structure

Manage/lead the execution of engagements

Maintain/build a network of business owners and referral sources

Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs

Assist other team members in analyzing opportunities and executing transactions

Provide input on CIM's and other project related materials

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.

Strong Accounting background/knowledge

Knowledge of Corporate Finance including Discounted Cash Flow modeling

Above average communication skills (both written and verbal)

Ability to deliver messages in a straightforward and respectful manner

Negotiating skills

Ability to "read the room" and skillfully respond to complex situations

Ability to articulate complex topics to a variety of audiences

Willingness to be available to clients on an almost 24/7 basis

Preferred Knowledge and Skills

Level of Complexity and Scope

Highly complex

Degree of Independence and Decision-Making

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

Works with minimal supervison

Required Supervisory Responsibilities

No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.

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.

Development and Training

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

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