Corporate Advisory and Banking Relationship Manager Job at LevelUP HCS, New York, NY

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  • LevelUP HCS
  • New York, NY

Job Description

Join Us as a Corporate Advisory & Banking Relationship Manager

Our client in the investment banking industry is recruiting a Corporate Advisory & Banking Relationship Manager in their New York office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New York Tri-State region. By working with private business owners, their employees and other advisors, develops, maintains and grows multi-generational relationships with successful families.

As a Corporate Advisory & Banking Relationship Manager, you will build a robust internal and external network to support business development. You will be the fulcrum of the relationship with private business owner clients, identifying opportunities for the client to assist them by providing advice and capital. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In all cases, you will take a long-term, strategic perspective in order to become a trusted advisor to these private business owners. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession.

In order to be successful, you will need to work closely with the other Capital Partners teams that deliver various client solutions. With the help of the Corporate Lending team, you will originate new corporate credit opportunities. While the Corporate Lending team is responsible for underwriting the credit and managing the portfolio of existing credits, you will have primary responsibility for the overall client relationship.

Similarly, through your business development efforts with private business owners you will originate new opportunities for the firms private equity team to invest capital. You will also identify opportunities to introduce private business owners to the firms Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory.

In summary, the nature of the position and the firms broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners.

Key Responsibilities Include:

Business Development

  • Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective.
  • Market the firms value proposition and entire suite of their services, including lending, private wealth management, and private equity.
  • Evaluate new strategic credit opportunities.
  • Convert prospect relationships to clients
  • Build a broad network of intermediaries, industry contacts and influencers.

Relationship Management

  • Deepen relationships with existing clients such that the firm becomes a trusted advisor to the owners using a corporate finance mindset.
  • Develop relationships with existing clients’ financial staff and provide support for other Relationship Managers in enhancing the overall relationship.
  • Convert lending and advisory relationships to wealth management relationships.

Credit and risk management

  • Ensure the highest standard of credit administration by working with underwriting team to provide thorough credit analysis.
  • Work with team to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received.

Qualifications:

  • BA/BS required
  • MBA or CFA preferred, but not required
  • 10+ years’ financial services experience, preferably in corporate lending, corporate finance or mergers and acquisition
  • Broad and deep corporate finance and capital markets knowledge/training
  • Knowledge of financial markets
  • Knowledge of the M&A/capital raise process
  • Interpersonal maturity, confidence, and poise
  • Experience with financial statement analysis and modeling
  • Strong organizational and written/oral communication skills

Salary Range

$175,000-$215,000

Job Tags

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