Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Industry Specialist (IBCM) supports end-to-end deal origination and execution for technical investment banking mandates. Requires combining investment banking acumen with hands-on subject matter expertise to advise clients on important, highly technical transactions. Responsible for overseeing technical diligence in partnership with investment banking coverage officers to identify, pitch, and execute technical advisory mandates.The role leverages a strong technical background to perform analyses specific to the industry vertical covered. This senior role may manage a team of technical analysts/engineers/data scientists in the creation and refinement of CIMs, pitch books, and data-room presentations. In addition, this role provides strategic thought leadership for the practice, positioning the firm as a top-tier advisor with subject matter credibility in the space.
Additional responsibilities on internal client management duties as specified by manager and team.
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 business growth.
2. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success
3. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client
4. Additional responsibilities on internal client management duties as specified by manager and team.
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 79, 63
3. 12-14 years of related work experience
4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry, market, and products
6. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment
Preferred Requirements
1. MBA degree, with a Finance focus, or equivalent advanced technical degree
2. 14-16 years of related work experience
3. 6-8 years of management experience
- The annual base salary for this position in New York is $200,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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.
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.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Industry Specialist (IBCM) supports end-to-end deal origination and execution for technical investment banking mandates. Requires combining investment banking acumen with hands-on subject matter expertise to advise clients on important, highly technical transactions. Responsible for overseeing technical diligence in partnership with investment banking coverage officers to identify, pitch, and execute technical advisory mandates.The role leverages a strong technical background to perform analyses specific to the industry vertical covered. This senior role may manage a team of technical analysts/engineers/data scientists in the creation and refinement of CIMs, pitch books, and data-room presentations. In addition, this role provides strategic thought leadership for the practice, positioning the firm as a top-tier advisor with subject matter credibility in the space.
Additional responsibilities on internal client management duties as specified by manager and team.
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 business growth.
2. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success
3. Responsible for winning Capital Markets and Banking solutions or other advisory services that align with client's strategic and financial objectives based on banker's knowledge of sector and client
4. Additional responsibilities on internal client management duties as specified by manager and team.
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 79, 63
3. 12-14 years of related work experience
4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry, market, and products
6. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment
Preferred Requirements
1. MBA degree, with a Finance focus, or equivalent advanced technical degree
2. 14-16 years of related work experience
3. 6-8 years of management experience
- The annual base salary for this position in New York is $200,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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.
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.
About Truist
Care starts on the inside.
At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.
Why work at Truist?
· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.
· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.
· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.
We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.
Truist would like you to finish the application on their website.