Senior Associate

  • 33299
  • Life - Other
  • |
  • Texas, United States
  • |
  • Feb 5, 2018
Investment Firm
  • Collaborate with sector coverage partners to cover clients and prospects and to identify/ deliver creative, timely solutions.
  • Actively manage opportunities within sector portfolios.
  • Operate as key member of the deal team with efforts to maximize sector penetration and returns.
  • Institute cross-selling initiatives to increase ranking with client.
  • Provide deal structuring expertise.
  • Negotiate transactions with clients.
  • Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates.
  • Prepare/oversee delivery of creative and timely “pitches”.
  • Obtain credit concurrence and coordinate pricing approval as client advocate.
  • Maintain key ongoing coverage contact with lending clients and sector managers.
  • Work with specialists as needed to support successful deal completion.
  • Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives.
  • Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates.
  • An undergraduate degree. Focal areas of finance, economics, or accounting preferred. High academic achievement.
  • MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
  • Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
  • Relevant Business Services Sector experience is highly desired.
  • Good knowledge of the organizational lending and portfolio management policies and objectives.
  • Excellent abilities in business development and cross-selling success. Solid proven sales capability.
  • Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations.
  • Strong analytical skills.
  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet.
  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.
  • Ability to advocate persuasively.
  • Ability to work under limited supervision.
  • Ability to learn and adapt quickly.
  • Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.
  • Proven abilities in managerial and leadership skills.