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Managing Director - Investment Banking Advisory- Southern California offices

Company: CliftonLarsonAllen LLP
Location: Pasadena
Posted on: April 3, 2021

Job Description:

Managing Director - Investment Banking Advisory- Southern California offices Managing Director - Investment Banking Advisory- Southern California offices - Southern California offices, Irvine, Century City, Pasadena, Glendora, Ontario) We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. At CLA we create inspired careers. It is at the core of what we do and it affords our investment banking professionals a better platform to utilize their skills while in a fulfilling environment. As a Managing Director in our Investment Banking Group, you'll have the opportunity to focus on providing impactful advice and solutions to our clients. Contrast this with non-stop business development activities at other firms--- at CLA, you will be a true provider of bespoke advice and service to your clients! Position Summary The Managing Director serves as a leader for investment banking assignments. The Managing Director should have advanced knowledge and experience with hands-on leadership of client engagements, closing deals, and developing junior team members with continued training and mentorship. Summary of Work Activities and Accountabilities: The Managing Director will have exposure to a broad range of investment banking activities, including:

  • Senior-level ("first chair") engagement and execution on assignments across U.S. and possibly internationally
  • Delivering Seamless and Integrated capabilities across a range of service lines to our clients
  • Active participation and involvement in the strategy for the investment banking practice, CLA Wealth Advisors, and the broader CLA firm
  • Daily responsibilities for developing junior resources and building a strong team
  • Internal and external marketing to help grow the CLA Investment Banking brand
  • Lead development of client offering memoranda, and client management presentations
  • General group and management support as we grow and expand What makes you a really attractive candidate?
    • A proven track record of M&A and/or leveraged finance deal execution
    • Experience leading M&A engagement teams from start to finish
    • Strong interpersonal skills (extensive pitch experience is a definite advantage)
    • Strong accounting and financial analysis skills Minimum Required Experience, Education and Certifications Experience: Minimum 10 years of relevant full time work experience in middle market or lower middle market M&A advisory, with extensive front-line execution experience. Education: Bachelor's degree in Business, Finance, or a related field.-- Certifications: None required with Bachelors' degree CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.

      Click here to learn about your hiring rights. Start your inspired career
      When you join CLA, you'll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,200 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. Learn more at CLAconnect.com . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA's benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
      -- Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities

Keywords: CliftonLarsonAllen LLP, Pasadena , Managing Director - Investment Banking Advisory- Southern California offices, Administration, Clerical , Pasadena, California

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