About the Role
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to M&A, debt and equity capital raising.
Responsibilities
- Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
- Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
- May coach and mentor Analysts or Interns.
- Builds cross-functional relationships within CIB.
- Responsible for generating a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million.
- Sells 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.
- Serves the bank's corporate banking and commercial clients with strategic advisory and traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
Requirements
- BA/BS degree
- Minimum of 5 years of related work experience
- Strong knowledge of investment banking, market, industry sector, and/or financial products
- Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
- Strong organizational and leadership skills
- Advanced skills in written and oral communications, and interpersonal relationship management
- Solid analytical and sales skills
- MBA degree, with a Finance focus (Preferred)
- 6+ years of related work related experience (Preferred)
Skills
- Client relationship management
- Investment banking services
- Strategic advisory services
- M&A
- Debt and equity capital raising
- Financial modeling
- Written and oral communications
- Interpersonal relationship management
- Analytical skills
- Sales skills
Location
- United States of America
Work Type
- Regular
- 1st shift
Experience Level
- 5+ years of related work experience
- 6+ years of related work experience
Education Level
- BA/BS degree
- MBA degree, with a Finance focus
Salary/Compensations
- $175,000
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan (potential)
- Restricted stock units (potential)
- Deferred compensation plan (potential)
About the Company
- Truist Financial Corporation is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Equal Opportunity
- EEO is the Law
- E-Verify
- IER Right to Work
