Managing Director- Consumer/Retail Investment Banking

19 November 2020
Comments are off for this post

Our clients is seeking an experienced, highly motivated and talented Managing Director for our to take a leading role in their Financial Sponsor investment banking practice. This professional will have strong marketing skills and a broad network, as his/her primary responsibility will be new business development, including lead generation, relationship management and initiation of investment banking engagements. Supported by our experienced investment banking professionals, our managing director will be able to leverage his/her experience, network and industry specialties to generate high quality middle market transactions for the firm. This position represents a significant career and economic opportunity for the right individual.


  • Conduct business development activities to identify, source and introduce potential clients for M&A and capital raising assignments
  • Participate in the preparation of materials describing the business, market positioning and financial condition of clients
  • Identify potential buyers and investors that might be interested in a client’s business and participate in contacting these entities on behalf of the clients
  • Develop a network of contacts in relevant fields that will assist the Firm in finding new client and expanding relationships with potential investors
  • Supervise and mentor staff members


  • Consistently generate $3M+ in M&A Fees per year
  • Ten years of experience conducting advisory related projects
  • Graduate degree in Economics, Business, Finance, Mathematics or Statistics from an accredited college/university and/or relevant professional designation
  • Securities registrations preferred, Series 7, 79, 63 and/or 24
  • Exceptional analytical and quantitative background skills
  • Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently
  • Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources
  • Entrepreneurial / desire to succeed
  • Initiative – must be a self-starter, able to work independently with drive and motivation
  • Expertise in a particular industry is not required, but can be leveraged for success
  • Prior experience in investment banking and/or knowledge of the process and client expectations
  • Positive personality – should be additive to the office – intelligence and sense of humor
  • Highest standards of personal conduct, professional performance and business ethics