Investment banking Jobs in Columbus, OH

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

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our .

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.