100 applicants

Company

Portage Point Partners · 4 hours ago

Director, Investment Banking // Industrials Mergers and Acquisitions (M&A)

United States

Full-time

Remote

Lead/Staff, Director/Executive

$600K/yr - $800K/yr

10+ years exp

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Responsibilities

Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients

Manage and execute live transactions, assist with new business development and client relationships, with a particular focus on working closely with Associates and Vice Presidents on day-to-day team deliverables

Oversee financial and valuation analysis, resolve complex financial and accounting issues, perform industry and competitive analysis and prepare client presentation materials

Create client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors

Identify and contact targeted investors interested in a potential transaction and managing investor proposal solicitation

Assist in the structuring and negotiation of transactions

Oversee and manage client and investor due diligence

Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction

Provide professional development coaching to junior team members

Share and managing best practices as well as lead internal trainings where required

Lead business development efforts while maintaining strong relationships with existing clients

Support talent acquisition and firm development efforts

Contribute to a high-performing and inclusive culture

Qualification

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Investment BankingFinancial ModelingCorporate FinanceDue DiligenceTransaction ExecutionM&A TransactionsClient Relationship ManagementMicrosoft Office SuiteSeries 79 LicenseSeries 63 License

Required

Bachelor’s degree from a top undergraduate program

Located or willing to self-relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia

Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed

10 plus years of work experience in investment banking and / or a relevant field or MBA degree with at least six years of investment banking experience

Five plus years of industrials experience

Strong financial modeling skills and an excellent grasp of corporate finance and financial valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables

Experience with due-diligence and transaction execution processes

Experience preparing and maintaining industry / company presentations and benchmarking materials and other related process documents

Commitment to develop personal network and relationships and uncover and sell new opportunities and engagements

Experience supervising other professionals and acting in a manner that serves to motivate, inspire and develop

Series 79 and 63 FINRA licenses or ability to obtain within 120 days of employment

Ability to successfully work in a small, collaborative team environment

High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, middle managers and line workers

Effectively communicates analysis through Microsoft Word, Excel, Outlook and PowerPoint including high-quality messaging, structure and formatting

Eagerness to be responsive at all times

Proven track-record of success in high pressure, time-constrained environments

Excellent written and verbal communication skills including strong e-mail etiquette

Top-tier organizational skills and attention to detail

Self-starter and entrepreneurial spirit