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Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to “sell the bank” by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank’s corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth
2. Leads support work, business development and/or product/client relationship management
3. Assists in the generation of ideas and strategies for new business opportunities including prospecting
4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation
5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues
6. May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work
7. Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc.
Minimum Requirements
1. BA/BS degree
2. Minimum of 8 years of related work experience
3. In-depth knowledge of investment banking, market, industry sector and/or financial products
4. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
5. Superior skills in written and oral communications
Preferred Qualifications
1. MBA degree, with a Finance focus
2. 10+ years of related work experience
3. 2-4 years of management experience
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
