Job Information
Cabrera Capital Markets, LLC Managing Director in Chicago, Illinois
The Managing Director of the Advisory and Strategic Initiatives department will advise clients through mergers and acquisitions, and strategic solutions that complement their vision. The Managing Director is responsible for driving business development by networking, with the goal of converting prospects to clients. The Managing Director will oversee and execute transactions to ensure all deliverables are met appropriately and in a timely manner. The Managing Director must have an entrepreneurial and metrics driven mindset, focusing on the various goals of the department thereby delivering measurable revenue results. The Managing Director will oversee the workload of the Advisory and Strategic Initiatives department and will act as a mentor for the staff.
Essential Duties and Responsibilities
Execute buy-side and sell-side transaction advisory engagements, managing financial and business due diligence assistance for companies, and private equity or debt investors
Engage in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
Networking with prospects to build revenue producing relationships
Analyze client’s data to identify historical and projected financial and operating trends, review quality of earnings, assess working capital considerations, and potential liabilities and risks to assist and guide decision-makers in transactions
Review transaction documents, providing insights to clients for negotiations
Identify pre- and post-close business opportunities and enhance go-to market strategies
Committed to satisfying internal and external customers
The individual will be assigned to work 100% in the office
All other duties as assigned
Management & Decision Making Responsibilities
Manage efforts of the team providing guidance with an apprenticeship approach
Direct the due diligence meetings, and draft and review tailored due diligence reports specific to key issues
Manage and coordinate the approach of clients throughout the entire transaction process
Perform as the lead professional on engagements and serving as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery
Lead the day-to-day execution of transactions, including due diligence, valuation analysis, and the negotiation of contracts and other agreements
Requirements
Master's degree in Finance, Economics, or STEM designation
Five or more years of client-facing advisory experience
Experience managing/driving a team of associates and/or analysts both in person and remotely
Strong business acumen, with analytical and problem-solving skills, the ability to understand how business model decisions impact performance
Comfort with ambiguity and fluid client situations
Possess strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
Advanced analytical and modeling skills with attention to detail
Excellent written and verbal communication with a polished/professional demeanor
Must be a team player with the ability to work cohesively with colleagues and clients
Self-motivated and work well under pressure with pro-active follow-up skills
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends
Experience successfully managing and leading a team, preferably at a regional boutique or middle market bank
Benefits
Employee Profit Sharing Plan
401K Retirement Plan with Company Match
Medical, Dental & Vision Insurance Plans
Group Whole Life and Term Life Insurance Plans
Short Term & Long Term Disability
Pre-Tax Plans (Dependent Care, FSA, HSA, Transit & Parking)
Critical Illness & Accident Plans
Employee Assistance Program