Managing Director, Middle Market Investment Banking

🔥 18 minutes ago

🌽 Illinois, Wisconsin – Remote

infoinfo

💵 $300k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of CIBC US

CIBC US

1001 - 5000 employees

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.

📋 Description

• Expand CIBC’s U.S. Middle Market Investment Banking vertical market expertise • Originate and execute M&A and financing engagements • Develop senior client and sponsor relationships • Shape vertical market strategy • Develop high-performing deal teams • Originate and convert new opportunities, secure fee-paying engagements, build a sustainable pipeline, and expand relationships • Anticipate client needs and translate industry and market trends into actionable advice • Produce thought leadership and represent the firm in relevant market and community activities • Lead M&A and financing mandates from pitch through closing • Oversee client onboarding, AML clearance, financial modeling and analysis, recommendations, deal-team communication, and stakeholder coordination • Build internal partnerships with product and industry experts across Capital Markets and CIBC Bank USA • Maintain accurate business-development and transaction activity in Salesforce • Set direction, allocate responsibilities, and mentor, coach, teach, and provide feedback to deal-team members • Ensure advice, recommendations, and execution activities comply with applicable laws, regulations, CIBC policies, and professional standards

🎯 Requirements

• At least 10 years of relevant investment banking experience • Significant responsibility for transaction origination, execution, client coverage, and team leadership at the Managing Director or equivalent level • Deep knowledge of middle-market mergers and acquisitions, transaction processes, valuation, financial analysis, and relevant market dynamics • Established relationships and demonstrated expertise in Business Services, Consumer, Healthcare Products, or Software and Technology • Record of generating ideas, solving complex client challenges, winning mandates, and delivering practical recommendations • Ability to communicate complex financial and strategic recommendations clearly and persuasively to senior executives, boards, investors, and internal stakeholders • Demonstrated ability to build, expand, and leverage senior-level client, sponsor, advisor, and internal business-partner relationships • Proven ability to set priorities, exercise sound judgment, and lead teams effectively in a demanding, fluid environment • Strong reputation for ethics, accountability, open communication, collaboration, and sound stewardship of client and firm interests • Legally eligible to work at the specified location; valid work or study permit where applicable • No employment visa sponsorship offered

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Health Savings Account • Life insurance • Disability insurance • Other insurance plans • Paid time off, including sick leave, parental leave, and vacation • Holidays • 401(k) • Incentive pay • Banking benefits • Wellbeing support • MomentMakers social, points-based recognition program • Purpose Day paid day off • Career and professional development opportunities • Accessible candidate experience and accommodations

Apply Now

Similar Jobs

🔥 2 hours ago

L3Harris Technologies

10,000+ employees

🏭 Manufacturing

💼 Consulting

📦 Logistics

Principal Program Finance specialist developing defensible cost estimates and pricing strategies for L3Harris aerospace and defense programs. Standardizing estimating methods, CER catalogs, and proposal support.

🔥 8 hours ago

Duck Creek Technologies

1001 - 5000

🛡️ Insurance

☁️ SaaS

🏢 Enterprise

Director of FP&A leading forecasting, planning, and SaaS metric analysis for Duck Creek Technologies. Connecting bookings, ARR, revenue, and commercial insights to executive decisions.

🔥 19 hours ago

Carrier

10,000+ employees

🏗️ Construction

🏥 Healthcare

📦 Logistics

Leading enterprise financial systems implementations at Carrier, a global climate and energy solutions company. Driving ERP transformation, finance process design, testing, deployment, and adoption.

🔥 20 hours ago

Efficient Computer

11 - 50

🏭 Manufacturing

🔧 Hardware

🤖 Artificial Intelligence

Director of Finance owning accounting, forecasting, cash, controls, and reporting. Building scalable finance operations for Efficient Computer's energy-efficient semiconductor technology.

🕒 Yesterday

Health Care Service Corporation

10,000+ employees

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Financial reporting principal leading HCSC’s healthcare financial reporting and analysis. Advising senior management and implementing HCSC’s financial reporting strategy.