ABOUT THE ROLE:

Provide leadership in the pitching and execution ofCIBtransactions while providing support to the Managing Directors in theday to daymanagement of the team's Associates and Analysts to ensure that junior resources areallocatedappropriately across thegroupsprojects and that the high-priority projects are getting theappropriate attention

ThePrincipalwill play a leadership role in the oversight of thegroupsmodeling and analytical capabilities with limited supervision willbe responsible forensuring that the team is creating and delivering high-quality analysis and materials. ThePrincipalwill be thepointperson in creating high-impact pitch materials and will run the execution processesfortransactions.

ThePrincipalmay be responsible for directday to daysupervision of Associates and Analysts, providingemployeestimely, candid and constructive performance feedback; developing employees to theirfullestpotential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensureadequate benchstrength and succession planning; recognizing and rewarding employees for accomplishments.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Understand and evaluatecomplex financial models.

• Perform complex financial analysis

• Create high-impact presentation materials using PowerPoint, Excel,Wordand other relevant software programs.

• Work well as part of a team in a highstressenvironment.

• Develop good working relationships with peers and seniorbankers in Corporate & Investment Bankand the rest of the organization.

• Manage priorities while working ona number ofhigh priority opportunities simultaneously.

• Apply a strong background in credit and corporatefinaceto CIB transactions.

• Serve as supporttosenior bankersand be capable of making internal andexternal presentationsto support the efforts of the Managing Directors on the team.

• Interactindependentlywith all important constituenciesin the course ofexecuting and closing transactions.

• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA)stronglypreferred but notrequired

• 7-10years of total relevant investment banking, capitalmarketsor corporate finance experience, including prior Associate-level responsibilities

• Proventrack recordof success in working as a part of a team to originate, and close complex financial transactions.

• Excellent presentation skills, both oral and written.

• Strong relationship building skills.

• Strong Credit Skills

• The ability to interact effectively with senior executives inside and outside our organization

• Expertisein one or more industries.

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability tomaintainobtain within company policy).

• Advancedproficiencyin Microsoft Excel and PowerPoint.

REQUIRED SKILLS

• Expertisein reviewing complex financial models andvaluationwork product; ability to translate analytical and credit findings into actionable recommendations.

• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.

• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.

• Exceptional attention to detail and commitment toquality;sets standards for accuracy, consistency, and presentation.

• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.

• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

SKILLS FOR SUCCESS:

• Successful candidates willdemonstratea higher degree ofproficiency(typically from5-7years of practical experience or advanced academic exposure) across the following areas:

• Execution Leadership:Anticipateroadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.

• Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.

• Commercial Acumen: Support origination with idea generationand by identifyingcross-sell opportunities across the platform.

• Team Building: Develop junior talent through structured feedback, training moments, and role-modeling of best practices.

• Risk Management: Proactivelyidentifyand mitigate operational, reputational, and compliance risks.

DOING THE RIGHT THING:Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you​