Director, Investment Banker

Job Description

This job is responsible for acting as the primary contact and advisor to a targeted client group. Key responsibilities include assessing client needs and proactively generating relevant ideas and solutions, and enlisting the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to clients.

Responsibilities

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients across sectors, such as: buy and sell-side M&A and inclusive of crossborder transactions.
• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
• Lead due diligence processes for investment banking transactions across sectors, such as: buy and sell-side M&A and inclusive of cross-border transactions.
• Work with analysts and associates on client coverage, origination and transaction execution teams.
• Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.
• Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
• Support internal transaction and capital commitment committee processes such as Fairness Committee.
• Leverage client relationships to maximize business opportunities, using and focusing on the full range of investment banking products from different business areas.

Required Skills & Experience

• Master's degree or equivalent in Finance, Economics, Business Administration, or related: and
• 5 years of experience in the job offered or a related Finance occupation.
• Must include 5 years of experience in:
• Global bank/bulge bracket investment banking transactions;
• Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
• Preparing financial analysis, including detailed valuation analysis, including LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of parts analysis;
• Conducting due diligence in connection with investment banking transactions;
• Conducting research using Factset, Capital IQ, Bloomberg and Refinitv to analyze market data and competitive dynamics; and,
• Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
• 30% domestic and international travel required, as necessary.

EMPLOYER: BofA Securities, Inc.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay and Benefits

Location: US - CA - Palo Alto - 3075B HANSEN WAY (CA5814)

Pay Range: $350,000.00 - $350,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible: This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.