Managing Director, Financial Technology Investment Banking. Location: Flexible
Our Client
Our client is a leading global full-service brokerage and investment bank with over 3100 employees and $80B in client assets. Their team of 100 plus investment banking professionals, covering seven industry verticals, is committed to providing emerging growth and mid-sized businesses with strategic advisory services and capital market strategies. Within the Financial Institutions Group, the firm currently covers Asset Managers, BDC’s, Closed End Funds, Diversified Finance, Financial Technology, and Real Estate Investment Trusts.
We are searching for a Managing Director with a focus on the Financial Technology space, specifically Payments, Exchanges and possibly Insuretech. This person will be part of the Technology group but will work very closely with the FIG team.
Responsibilities
Our client is a leading global full-service brokerage and investment bank with over 3100 employees and $80B in client assets. Their team of 100 plus investment banking professionals, covering seven industry verticals, is committed to providing emerging growth and mid-sized businesses with strategic advisory services and capital market strategies. Within the Financial Institutions Group, the firm currently covers Asset Managers, BDC’s, Closed End Funds, Diversified Finance, Financial Technology, and Real Estate Investment Trusts.
We are searching for a Managing Director with a focus on the Financial Technology space, specifically Payments, Exchanges and possibly Insuretech. This person will be part of the Technology group but will work very closely with the FIG team.
Responsibilities
- Origination of initial public offerings and mergers and acquisitions to equity and debt capital markets, working with Financial Technology clients
- Diligently follow up on in-house referrals, particularly those originated by the Wealth Management practice
- Leverage all other elements of the platform to optimize services provided to clients
- Assist and provide oversight to junior investment banking staff in all responsibilities related to the execution of transactions generated by the MD.
- Proven experience as a senior member of a well-respected Financial Technology Investment Banking team
- A track record of revenue generation and a superior reputation among the targeted client base
- Emphasis on M&A experience, particularly in the Payments, Exchanges and Insuretech spaces
- The Firm is known for being client and relationship centric. Therefore, the MD must embody these characteristics and be willing to think creatively and objectively to address clients’ needs.
