General information

Regional Market Leader | Investment Banking
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Capital Advisors
BKD Capital Advisors
BKD Capital Advisors
Advertised Location
Oklahoma City, Austin, Dallas, Houston, San Antonio
Working time
Full Time

Description & Requirements

FORVIS is currently seeking a regional market leader. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. The ideal candidate will have a background of high-quality engagement execution, strong marketing skills, and a broad network. This position represents a significant career opportunity for the right candidate.

How you will contribute:

Managing investment banking transactions - Deal origination and engagement execution for mergers & acquisitions, debt and equity financing, company divestitures, and strategic options analysis engagements

Client/prospect interactions - Developing internal and external relationships to source M&A transactions, prepare and deliver client/prospect presentations, working closely with FORVIS partners/managers and initiatives groups in developing client relationships and marketing strategies

Marketing support - Preparing and implementing business development strategies including, participating in corporate finance-related industry conferences and public speaking opportunities, assisting in developing articles, marketing letters, news releases, and other avenues to generate exposure and build the brand

Team building – Contributing to a high-performing national investment banking practice through active coaching, mentoring, and recruiting

We are looking for people with Forward Vision and:

·         Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships

·         Willingness and ability to travel when necessary 

Minimum Requirements:

·         Bachelor's or master's degree in Finance, Accounting, or Economics or an MBA

·         The FINRA Series 7 or 79

·         Prior experience at a market-leading investment banking firm

·         Experience in industries such as manufacturing & distribution, food & beverage, technology, business services, and healthcare

·         Thorough knowledge of sell-side and buy-side representation, debt/equity/distressed restructurings, deal structuring, and capital raising

·         Previous success and proven track record in new business development and closing investment banking transactions (book of business contacts)