Corporate Advisory & Banking Relationship Manager
Core
Sourcing and developing relationships with privately owned businesses and their owners in the Mid-Atlantic region to deploy equity and debt capital, while acting as a corporate finance generalist for complex business challenges.
Role type
Corporate Advisory & Banking Relationship Manager (Capital Partners)
Builds
Multi-generational relationships with successful families and privately held businesses
Domain
Private Banking / Corporate Finance / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Corporate finance generalist knowledge, Capital markets expertise, M&A and capital raise process knowledge, Financial statement analysis, Financial modeling, Credit administration, Interpersonal maturity
Preferred skills
MBA, CFA, Corporate lending experience
Technologies
N/A
Responsibilities
Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective, Market the BBH Capital Partners value proposition and entire suite of services, Convert prospect relationships to clients of Capital Partners, Deepen relationships with existing clients to become a trusted advisor, Ensure the highest standard of credit administration by working with CAB Analysts, Oversee investment analysis/memo for opportunities where equity and/or debt capital is deployed
Seniority
Mid-Senior Level, hands-on IC
