Overview
Deal Execution and Client Management
– Lead the execution of M&A, valuations, debt issuance, and other investment banking transactions from start to finish.
– Prepare and oversee the development of IM and Teasers. Be responsible for drafting valuation report, information memorandum and review of financial models.
– Help craft and deliver compelling client pitches and marketing materials for client presentations.
– Coordinate with legal, accounting, and other third-party advisors with the set-up of due diligence data rooms.
– Serve as a primary point of contact for relationship banker and execution team.
Team Leadership and Mentorship
– Manage, coach, and mentor Associates and Analysts on transaction execution and professional development.
– Review and provide feedback on financial models, pitch books, IM, valuations reports and presentations.