Zukin Partners is looking for a Director of Investment Banking with a strong track record of completed M&A and financing transactions, and a noted capability in model building and financial analysis.
Essential Duties and Responsibilities:
Applies financial analysis, business experience and market knowledge to initiate, and/or assess the likelihood of completing a corporate finance transaction.
Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
Applies judgment in assessing economic risk and return when considering acceptance of corporate finance assignments.
Conveys a genuine interest in and understanding of the client's business and industry and provides both broad and specific information and suggestions for improving the business.
Ensures that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources.
Works with analysts and Partners and is responsible for executing transactions.
Supports and generates business development and client service activities.
Produces factual and accurate information for presentation to clients.
Executes M&A and financing transactions, financial modeling, industry and comparable company analysis.
Trains and mentors analysts and associates performance potential.
Reviews progress of assignments with senior management.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Advanced investment concepts, practices and procedures used in the securities industry.
Advanced concepts, principles and practices of Investment Banking.
Financial markets and products.
Advanced concepts, practices and procedures of Tax and Accounting.
Preparing management reports.
Analyzing and interpreting financial statements.
Analytical skills sufficient to assess and explain events in the market.
Problem solving skills and the ability to think independently sufficient to market ideas.
Defining high standards of quality and evaluate products, services, and own performance against those standards.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
Balance conflicting resource and priority demands.
Partner with other functional areas to accomplish objectives.
Establish and maintain effective working relationships at all levels of the organization.
Plan, assign, monitor, review, evaluate and lead the work of others.
Identify training needs and develop subordinates.
Work independently, make non-routine decisions and resolve moderately complex accounting problems.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Attend to detail while maintaining a big picture orientation.
Interpret and apply policies and identify and recommend changes as appropriate.
Work independently as well as collaboratively within a team environment.
Identify required tasks, develop timelines and execute.
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Project a positive, professional image both internal and with external business contacts.
Convey information clearly and effectively through both formal and informal documents.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Additional Salary Information: eligible for bonus
About Zukin Partners
Zukin Partners LLC is an intentionally small strategy led Merchant Bank that serves owners and CEOs/CFOs of leading lower middle market firms ($50M-$1B transaction size). All engagements are directly lead or supervised by Jim Zukin, the Houlihan Lokey Howard and Zukin (NYSE: HLI) Co-Founder. Zukin Partners maintains joint ventures with three leading firms in Sports, Technology and Media to provide access to capital, buyers and sellers through our extraordinary access to private equity, family office, debt and VC funds in addition to CEOs of leading enterprises. While a generalist firm, we are particularly strong in medical devices, health care, services, sports, technology and entertainment/ social media.