At a Glance
- Tasks: Manage client relationships and provide tailored corporate finance advice.
- Company: Join a leading firm expanding into the ESOP advisory space.
- Benefits: Enjoy mentorship, continuous learning, and a dynamic work environment.
- Other info: This is a full-time director-level position with growth opportunities.
- Why this job: Gain hands-on experience in M&A and ESOPs while working with expert teams.
- Qualifications: Experience in corporate banking or related fields is essential.
The predicted salary is between 43200 - 72000 € per year.
We are looking for a skilled Corporate Banker with a strong background in middle-market relationship management and corporate finance, who is interested in making a transition into the growing Employee Stock Ownership Plans (ESOP) space. This role is an excellent opportunity for someone with experience in corporate banking or similar fields, to expand their expertise into M&A and ESOP advisory, supported by our expert team. You will provide comprehensive financial solutions to middle-market clients while gaining hands-on experience in M&A and ESOP advisory.
Key Responsibilities:
- Client Relationship Management: Develop and nurture relationships with middle-market corporate clients, providing tailored advice on a wide range of corporate finance services, including M&A, ESOPs, and lending solutions.
- Transition to ESOPs: Take advantage of internal resources and mentorship to transition into ESOP advisory, learning how to structure, finance, and execute ESOP transactions for corporate clients.
- M&A Advisory: Lead or support M&A transactions by providing insights on deal structuring, company valuations, and transaction execution. Work on complex corporate finance deals while learning how ESOPs can complement M&A strategies.
- Corporate Banking Services: Offer a broad suite of corporate banking solutions, including capital markets, lending, and treasury management, ensuring that clients have access to comprehensive financial products tailored to their needs.
- Transaction Support: Manage and oversee the full lifecycle of corporate finance transactions, including M&A and ESOP deals, working closely with internal and external advisors to ensure seamless execution.
- Business Development: Identify and pursue opportunities for new client engagements. Work with senior executives and external partners to grow the ESOP and M&A client base, leveraging your corporate banking background.
- Cross-functional Collaboration: Partner with internal teams and external advisors, such as legal, tax, and compliance experts, to deliver end-to-end solutions for M&A and ESOP transactions.
- Continuous Learning: Stay informed on industry developments, market trends, and regulatory changes in both corporate finance and ESOPs to provide cutting-edge advice to clients.
Seniority level
- Director
Employment type
- Full-time
Job function
- Finance
Senior M&A Originator in Boston employer: Madison-Davis, LLC
Join a dynamic and innovative corporate banking environment where your expertise in middle-market relationship management will be valued and expanded. Our supportive work culture fosters continuous learning and professional growth, particularly in the burgeoning field of Employee Stock Ownership Plans (ESOPs). With access to mentorship and a collaborative team, you will not only enhance your skills in M&A advisory but also contribute to meaningful financial solutions for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior M&A Originator in Boston
✨Tip Number 1
Network with professionals in the M&A and ESOP sectors. Attend industry conferences, webinars, and local meetups to connect with potential colleagues and mentors who can provide insights and guidance on transitioning into this niche.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in ESOPs and M&A. Subscribe to relevant financial news outlets and join online forums to stay updated, which will help you engage in informed discussions during interviews.
✨Tip Number 3
Leverage your existing corporate banking relationships to identify potential clients interested in ESOPs. This proactive approach not only showcases your initiative but also demonstrates your ability to bring value to the role.
✨Tip Number 4
Prepare to discuss specific examples of how your corporate banking experience can translate into M&A and ESOP advisory. Highlight any relevant projects or successes that demonstrate your capability to manage complex financial transactions.
We think you need these skills to ace Senior M&A Originator in Boston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in corporate banking and relationship management. Emphasise any relevant skills or achievements that align with M&A and ESOP advisory.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for transitioning into the ESOP space. Discuss how your background in corporate finance can add value to the role and the company.
Showcase Relevant Experience:When detailing your work history, focus on specific projects or roles where you managed client relationships or were involved in corporate finance transactions. Use metrics to demonstrate your impact.
Research the Company:Familiarise yourself with the company's approach to M&A and ESOPs. Mention any recent deals or initiatives in your application to show your genuine interest and understanding of their business.
How to prepare for a job interview at Madison-Davis, LLC
✨Showcase Your Relationship Management Skills
As a Senior M&A Originator, your ability to develop and nurture client relationships is crucial. Be prepared to discuss specific examples of how you've successfully managed relationships in the past, particularly in corporate banking or finance.
✨Demonstrate Knowledge of ESOPs
Since this role involves transitioning into the ESOP space, it's important to show your understanding of Employee Stock Ownership Plans. Brush up on how ESOPs work and be ready to discuss their benefits and challenges during the interview.
✨Highlight Your M&A Experience
If you have experience in M&A transactions, make sure to highlight it. Discuss your role in deal structuring, valuations, and execution. If you lack direct experience, relate your corporate banking skills to M&A processes.
✨Prepare for Business Development Questions
This position requires identifying new client opportunities. Think about your previous successes in business development and be ready to share strategies you've used to grow client bases, especially in the context of corporate finance.
