Drive activities and strategies for: in sell-side and buy-side engagements.
Partner with the institutional sales team, traders and other internal and external partners to develop, market and deliver complex solutions to our clients.
Adheres to and enforces compliance with firm and regulatory requirements.
Lead preparation of documentation and materials.
Market and negotiate the transaction
Lead deal teams in execution of financing transactions, including public offerings, private placements and PIPE transactions.
Work with investment bankers to ensure prompt and effective execution of transactions Provide support with new business development efforts, including:
Identification and prioritization of potential clients
Development and delivery of pitches to prospective clients
Participation in marketing at appropriate industry events
Take initiative in developing junior team members through formal project work and informal coaching and mentoring.