Managing Director, Investment Banking at Yellow Cardinal

Managing Director, Yellow Cardinal Business Succession Services

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 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

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.