Commodities & Logistics Senior Banker
Core
Building and managing multi-generational relationships with privately owned businesses in the Commodities and Logistics space, acting as a trusted corporate finance advisor and quarterback for client relationships.
Role type
Senior IC corporate finance banker (Commodities & Logistics)
Builds
Corporate finance advisory relationships, credit facilities, and wealth management connections for family-owned businesses
Domain
Financial Services / Corporate Finance / Commodities & Logistics
Deliverable
client delivery
Required skills
Corporate finance advisory, credit analysis, mergers and acquisitions, capital markets knowledge, commercial lending, strategic relationship building, credit monitoring
Preferred skills
MBA, CFA, formal corporate finance or credit training
Technologies
N/A
Responsibilities
Establishing and deepening relationships with private business owners; Marketing the firm's Capital Partners value proposition; Evaluating new strategic credit opportunities; Converting prospects to clients; Building a network of intermediaries and industry contacts; Deepening client relationships to become a trusted advisor; Converting lending/advisory relationships to wealth management; Ensuring high-standard credit administration; Working with analysts on credit reviews and documentation
Seniority
Senior, hands-on IC
