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About the Role
Advise, manage and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases. The team is structured in pods by sector vertical, led by managing directors/directors and supported by vice presidents, associates, and analysts. The business has an annual revenue expectation of $75 to $100 million.
Responsibilities
- Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive business growth.
- Leads support work, business development and/or product/client relationship management.
- Assists in the generation of ideas and strategies for new business opportunities.
- Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation.
- Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues.
- May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work.
- Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects.
Requirements
- BA/BS degree
- Licenses: Series 7, 79, 63
- 7-10 years of related work experience
- In-depth knowledge of investment banking, equity markets, industry sector and/or financial products
- Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
- Superior skills in written and oral communications
Skills
- Financial analytical
- Sales
- Presentation
- Client relationship management
- Organizing
- Leadership
- Interpersonal relationship management
- Written communications
- Oral communications
Location
- United States of America
Work Type
- Regular
- 1st shift
Experience Level
- 7-10 years of related work experience
- 2-4 years of management experience
Education Level
- BA/BS degree
- MBA degree, with a Finance focus
Salary/Compensations
- $275,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
About the Company
- Truist 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