This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Investment Banking Director – Generalist
Location: Chicago, IL • Austin, TX • Sarasota, FL • Remote (U.S.)
About the Firm
This global middle‑market investment banking firm provides comprehensive financial advisory services, including M&A advisory, capital raising, valuations, financial opinions, and restructuring for private and public companies. The firm maintains offices across North America and serves a wide range of industries, including technology, healthcare, aerospace, consumer markets, manufacturing, energy, financial services, and transportation, among many others.
Position Summary
The firm is seeking a highly driven Investment Banking Director (Generalist) with proven originating capabilities and deep middle‑market relationships. This role is ideal for a seasoned professional who thrives in a dynamic, entrepreneurial environment and can spearhead transaction origination across their industry.
Key Responsibilities
Origination & Business Development
Source new M&A, capital raising, and advisory opportunities across their industry
Develop and maintain relationships with business owners, private equity firms, lenders, attorneys, accountants, and other referral partners
Lead pitch development and present strategic recommendations to prospective clients
Serve as the primary client point of contact on engagements
Oversee execution of buy‑side, sell‑side, and capital raise transactions
Manage communications and negotiations with counterparties, investors, and transaction stakeholders
Coordinate due diligence, data room management, and deal process workflow
Technical & Analytical Oversight
Guide and review financial modeling, valuation analyses, and strategic assessments
Oversee junior team members and ensure high‑quality deliverables
Drive process discipline to ensure timely execution and client satisfaction
Contribute to strategic initiatives, market positioning, and internal practice growth
Serve as a mentor and leader within the team, supporting talent development
Qualifications
8‑15+ years of investment banking, financial advisory, private equity, or related transactional experience
Demonstrated track record of deal origination and ability to bring in new engagements
Strong network within middle‑market business owners, PE firms, lenders, or professional services firms
Exceptional communication, negotiation, and client‑facing skills
Ability to manage multiple transactions simultaneously in a fast‑paced environment
Strong understanding of financial modeling, valuation, capital markets, and deal structuring
FINRA licensing (Series 7 & 79) preferred or willingness to obtain
#J-18808-Ljbffr
Worksite address
austin, TX, 78716, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.