Managing Director in Financial Sponsor Group handling client coverage and capital markets strategies. Collaborating with teams to drive deal mandates and strategic advisory transactions.
Responsibilities
Serve as the primary client coverage officer for approximately 20–40 financial sponsors.
Develop client strategy and organize relevant partners across Huntington, Huntington Capital Markets and Capstone to drive an intensive, proactive and value-added calling effort in pursuit of deal mandates.
Build and maintain strong, multi-faceted, and trust-based relationships with private equity firms and other institutional asset managers.
Lead and participate in origination and execution of new leveraged finance, debt capital markets and equity capital markets opportunities by partnering with colleagues across sector teams, capital markets products teams and commercial banking regional middle market teams.
Lead and participate in efforts to pursue M&A and other advisory mandates with Capstone, including positioning with clients around targeted sell-side/buyside opportunities and Capstone’s engaged pipeline and sell-side deal outreach
Partner with industry and product teams to deliver integrated solutions.
Prioritize opportunities to effectively manage resources to build and acquire mandates across a robust pipeline of M&A, capital raising, and strategic advisory transactions.
Maintain pipeline, CRM systems, and track client activity metrics.
Lead, manage deal teams and participate in all phases of deal execution including negotiation of term sheets and commitment papers, financial and business due diligence, financial modeling, and valuation.
Lead the creation of pitchbooks for originations activities
Lead or participate in the creation of deal-related information memoranda, and marketing materials.
Represent the firm in market-facing activities and industry events.
Mentor and coach junior bankers and contribute to talent development.
Support junior bankers, recruiting and firm-building initiatives.
Requirements
Bachelor's Degree in Finance, Accounting, Economics, or related field
15 years’ experience in Financial Sponsors, Mergers & Acquisitions, Capital Markets, Investment Banking, or Corporate Finance
Finance & Compliance Manager responsible for statutory audits and financial compliance at a leading Physical Security provider in India. Opportunity to streamline processes and collaborate cross - functionally.
Finance Director responsible for global accounting operations and finance transformation for a technology services company. Seeking strategic leader to enhance financial future with hands - on experience in growth environments.
Finance Generalist supporting accounting operations including invoices and reconciliations. Gain hands - on experience and exposure in a growing international company.
Global Manufacturing Finance Strategy Analyst responsible for strategic projects and financial controls at Ford. Collaborating on modern processes and technologies to enhance manufacturing efficiency.
Sr Specialist FP&A driving efficiency and analysis in financial processes for American Tower. Supporting financial planning cycles and strategic financial decisions for regional operations.
AVP, Product Owner leading strategy and execution in Advisory Investment Management at LPL Financial. Collaborating across teams to optimize advisor experience and operational efficiency.
Funding Administrator ensuring accurate posting and reconciliation of funds received for vehicle financing. Supporting internal teams and dealership personnel in accounting processes.
Financial Specialist managing client relationships and loan applications for solar providers. Establishing connections with banks, lenders, and ensuring loan approvals.
Unit Lead overseeing SAP Financials projects and managing a consulting team in the Competence Center. Focusing on SAP S/4HANA implementations and client collaboration within the finance sector.