Business Development Agent - Senior Vice President / Director

Company Description


We are a transnational investment banking boutique, headquartered in Los Angeles, California, with representatives in Europe. The Firm is a leading provider of corporate advisory services across different industries with specialized expertise in:


  •      M&A (sell-side and buy-side)

  •      Private placements

  •      Fairness opinions

  •      Business Valuation


The Firm is comprised of entrepreneurial professionals who appreciate individuals who thrive in that type of environment.


Job Description


We are seeking an independent investment banking business development professional with the title of Senior Vice President / Director (depending on background and experience) with investment banking or financial advisory experience in various industries. The ideal candidate will have a transportable book of business derived from the United States and be experience in originating sell side / buy side M&A assignments, private placements and fairness opinions. The ideal candidate will be team oriented, motivated and long-term focused.


Successful candidates must be licensed Series 7 and 63 (preferably Series 24 as well), sales oriented, have strategic thinking abilities, credibility, high ethical standards and motivated to build and expand financial advisory practice (M&A, and private placement and valuation). Proven track record of generating revenue in a middle market investment bank or previous IB experience and current C level relationships. Must have the ability to operate independently in an entrepreneurial, teamwork oriented platform.


Required Qualifications


  • Bachelor’s degree in Business, Accounting, Finance or related course of study.

  • Series 7 and 63 required, Series 24 preferred.

  • At least 8 years of experience in finance/accounting with 5+ years of experience in business development in Mergers & Acquisitions, Investment Banking or business valuation.  

  • Proven business development, sales and organizational skills with strong verbal communication skills.

  • Demonstrated ability to understand impact of verbal and non-verbal communication when meeting with      prospective businesses.

  • Excellent judgment and diplomacy skills in order to manage highly sensitive and confidential information. 

  • Demonstrated ability to lead and influence without direct authority.

  • Exceptional executive-level presentation skills and the demonstrated ability to interact effectively with all levels of the organization.


Primary Responsibilities


  • Spearhead business development initiatives that are consistent with the Company’s overall strategy.

  • Analyze and understand customer’s business strategy, future product plans and expansion of activities.

  • Demonstrate the ability to successfully influence senior level management and executives.

  • Manage contract negotiation and work with management as required.

  • Act as a point of contact between the business and its clients as necessary.

  • Coordinate with the client and the Company operations to determine data requirements, production schedule      and deliverables as necessary.

  • Comply with FINRA regulation.

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