Financial Institutions Group – Insurance Corporate Client Director

YOUR RESPONSIBILITIES:    

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.    

•  Independently manages a portfolio of tactical clients, with primary responsibility for cross-sell, return generation, and First Line of Defense. 

• Understands and evaluates complex financial models. 

• Performs complex financial analysis. 

• Creates high-impact presentation materials using PowerPoint, Excel, Word, and other relevant applications. 

• Works well as part of a team in a high-pressure environment. 

• Develops good working relationships with peers and senior leaders in Corporate Banking and the rest of the organization. 

• Manages priorities while working on a number of high-priority engagements simultaneously. 

• Exhibits a strong background in credit and corporate finance and the ability to apply that knowledge to corporate finance-oriented projects. 

• Serves as direct support to the Executive Directors and is capable of making internal and external presentations to support the efforts of the RMs on the team. 

• Manages, mentors, and develops staff including Analysts and Associates. 

• Interacts independently with all important constituencies in the course of the development and delivery of a strategic, client facing assignment. 

• Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with the Capital Markets teams to provide those products and services to clients.   

MINIMUM REQUIREMENTS: 

• Undergraduate degree required, graduate degree preferred. 

• 7 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred. 

• 4+ years of corporate banking analysis and sales management preferred. 

• Strong corporate finance and credit skills required, underwriting experience preferred. 

• Proven track record of success in working as a part of a team to originate, and close complex financial transactions. 

• Proven ability to pitch, win and execute on corporate finance ideas 

• Excellent presentation skills, both oral and written. 

• Strong relationship building skills. 

• The ability