Managing Director - Note Finance
$125,000–$255,000 year
Hybrid · California, United States
Job Summary
Managing Director will support Corporate Bankers across Corporate, Specialty and Government Banking with industry-specific information and client presentations. Duties include developing pitches and client presentations with relationship managers, coordinating pitch books, conducting comparable company analyses, integrating analyses with product groups, and producing management reporting on client activity. The role involves collaboration with Capital Markets for market updates and financing solutions, and partnering with various teams to ensure client materials meet Institutional Banking standards. The position emphasizes strong communication, professional networking, and the ability to present strategic financing options to clients. The work arrangement allows remote or hybrid work, with opportunities to come together in offices as needed.
Required Qualifications
- Bachelor’s Degree
- 5+ years of experience in credit/lending in Commercial Banking
- Proficiency with Microsoft Word and Excel
- Strong written and verbal communication
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