Job Description
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
+ Participates in deal teams to develop, present, and win mandates for new opportunities.
+ Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
+ Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
+ Initiates contact with partners for new client sales.
+ Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
+ Reviews and continually monitors performance of existing accounts and client relationsh...
+ Participates in deal teams to develop, present, and win mandates for new opportunities.
+ Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
+ Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
+ Initiates contact with partners for new client sales.
+ Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
+ Reviews and continually monitors performance of existing accounts and client relationsh...
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