Managing Director, Investment Banking at Yellow Cardinal
First Financial Bank
Banks
Worthington, OH - USA
Vice President
Experteer Overview
In this role, you lead and shape client engagements in business succession and related advisory services. You will develop high‑quality client materials and support complex deal structures, including M&A and divestitures. You’ll drive pipeline development, due diligence, and due‑diligence‑driven negotiations, collaborating with cross‑functional teams. This position offers impact by elevating advisory quality and expanding the firm’s client base while guiding junior colleagues. You work in a professional, client‑centric environment that values expert analysis and clear communication.
Responsibilities
- Analyze leads for business succession, M&A, and divestitures through profile analysis and financial modeling
- Create client experience materials to support pitch proposals and new engagements
- Source and manage potential new clients and maintain CRM pipeline
- Develop quantitative analyses and modeling for engagement letter terms and fee structures
- Conduct due diligence activities related to ongoing pipeline projects
- Perform other duties as assigned
Key requirements
- Bachelor degree; Masters preferred
- 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred
- Strong financial/accounting background
- Leadership skills with ability to mentor others
- Ability to identify information needs and conduct research
- Mathematical skills
- Ability to meet deadlines
- High level communication and negotiating skills
Description
In this role, you lead and shape client engagements in business succession and related advisory services. You will develop high‑quality clie…
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