Call on prospective clients such as privately held business owners, publicly traded companies and private equity firms.
Conceptualize, organize and deliver new business presentations.
Lead transaction implementation across industry groups.
Manage, educate and develop banking analysts and associates.
Develop marketing and new business presentations.
Monitor financial analysis and modeling.
Perform and analyze industry research.
Create client presentations, proposals, engagement letters term sheets, legal agreements and offer memorandums.
Coordinate internal resources and train and develop junior resources.
Create and foster client relationships.