Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects 6-10 years of experience Experience in the Financial Services industry, specifically within Banking Degree in Finance or closely related areas of Business Administration MBA or Master's Degree in Business preferred Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes Consistently demonstrates clear and concise written and verbal communication skills Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products Series 7 and 63 preferred Bachelor's degree/University degree or equivalent experience Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Oct 31, 2025 ------------------------------------------------------