Equity Capital Markets VP

Truist Wealth; New York (NY); On-site; USD 248,000 - 303,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist Wealth in New York seeks a senior investment banker to advise, manage and underwrite IPOs, follow-on offerings, equity-linked offerings, ATM offerings, private placements and share repurchases. The role operates within a pod structure led by managing directors and directors with support from VP-level staff.

The base salary for this position is $275,000, with extensive experience expected in investment banking and equity markets.

Qualifications

• BA/BS degree required.
• Licenses: Series 7, 79, 63.
• 7-10 years of related work experience.
• In-depth knowledge of investment banking, equity markets, industry sector and/or financial products.
• Advanced skills in financial analytics, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management.
• Superior skills in written and oral communications.

Responsibilities

• Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
• Leads support work, business development and/or product/client relationship management.
• Assists in the generation of ideas and strategies for new business opportunities.
• Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation.
• Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues.
• May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work.
• Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects.

Skills

Investment banking

Financial analysis

Client relations

Leadership

Pitching

Presentation skills

Regulatory knowledge

Education

BA/BS degree

MBA degree (Finance)

Job description

Job Overview

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Advise, manage and underwrite initial public offerings, follow-on offerings, equity-linked offerings, at-the-market offerings, private placements and share repurchases. Team is aligned in a pod structure by sector vertical; managing directors / directors lead each pod and are supported by vice presidents, associates and analysts. Revenue expectation of the business is $75 to $100 million annually.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth.
2. Leads support work, business development and/or product/client relationship management.
3. Assists in the generation of ideas and strategies for new business opportunities.
4. Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation.
5. Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, helping sell product and advisory ideas internally and externally, and managing resolution of complex client transaction issues.
6. May supervise junior staff (i.e., Associates, Analysts, and interns) by assigning and overseeing their day-to-day work.
7. Manages highly complex financial and investor analyses, pitch-book production and development, and client relationship projects.

The base salary for this position is $275,000.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. BA/BS degree
2. Licenses: Series 7, 79, 63
3. 7-10 years of related work experience
4. In-depth knowledge of investment banking, equity markets, industry sector and/or financial products
5. Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
6. Superior skills in written and oral communications

Preferred Qualifications

1. MBA degree, with a Finance focus
2. 7-10 years of related work experience
3. 2-4 years of management experience

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Company Statement

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Learn more about Truist on truist.com.