- Lead day-to-day transaction execution under direction of Managing Directors
- Lead pitch drafting as well as transaction marketing documents
- Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication
- Conduct, review and oversee development of financial models, valuation analyses, research
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
- Support new business and marketing initiatives as appropriate
- Train and mentor junior members on the team
- Prepare client presentations, draft offering memoranda, prepare internal committee memoranda, prepare management and board presentations and other materials for senior bankers as required
- Assess industry research and trends
- Experience in investment banking, specifically the restructuring sector
- Demonstrated aptitude for quantitative and qualitative analysis
- Exceptional communication skills and executive presence, both verbal and written
- Elevated attention to detail and consistency in work product
- High degree of maturity, integrity, demonstrated leadership skills and work ethic
- Self-starting team player who excels in a fast-paced, entrepreneurial, challenging work environment
- SIE 7, 79, 63 licenses required at time of hiring or shortly thereafter
-
Analyst/Associate
2 weeks ago
Thomas, Edwards Group Dallas, United StatesAnalyst 6808Responsibilities · As an Analyst, you will work on transactions that provide exposure to various client industries and investment banking services, including mergers and acquisitions, debt and equity capital raises, refinancings, and leveraged buyouts. You will work ...
-
Senior Associate, Turnaround
2 weeks ago
Ankura Dallas, United States Full timeAnkura is a team of excellence founded on innovation and growth. · Ankura Turnaround & Restructuring Practice Overview · An underperforming or distressed company can often face tight liquidity constraints, unprofitable business units, and adverse industry conditions. Ankura advis ...
-
Assistant Controller
6 days ago
OppenheimerFunds Distributor, Inc Dallas, United States Full timeDescription · The Department · The Invesco Private Markets (IPM) accounting team is responsible for investor, fund and account level financial reporting, management of the fund treasury process, coordination of annual audits, and coordination and review of investor and fund lev ...
-
Houlihan Lokey - Experienced Careers Dallas, United StatesJob Description · Business Unit: · Financial and Valuation AdvisoryIndustry: · PV - Portfolio ValuationHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation adv ...
-
Director - Accounting Advisory (Dallas)
4 weeks ago
CrossCountry Consulting Dallas, United StatesFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collabor ...
-
Sr. Program Manager
6 days ago
Schneider Electric Dallas, TX, United StatesAbout the role: · We are seeking a highly talented and passionate Senior Program Manager- Renewable Energy Investments to help drive the growth of our Tax Equity Investments service, with a focus on strategic advisory and financial modeling in the renewable energy strategy and vo ...
-
Client Advisory Team Director
3 weeks ago
Tolleson Wealth Management Dallas, United StatesJob Description · Job DescriptionDuties and Responsibilities: · Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments · Estate planning · Tax planning · Debt management · In ...
-
Client Advisory Manager
2 weeks ago
Tolleson Wealth Management Dallas, United StatesJob Description · Job DescriptionDuties and Responsibilities: · Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. · Oversee, manage, prepare, analyze and provide advice ...
-
Director, Business Development
4 days ago
EisnerAmper Dallas, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Risk Management
2 weeks ago
Goldman Sachs Dallas, United StatesMORE ABOUT THIS SKILLSET · Embedded in everything we do, risk management is key to effectively identifying, monitoring and anticipating the diverse array of risks the firm faces in serving clients and operating its global businesses, including credit risk, market risk, liquidity ...
-
Credit Administration
1 week ago
Veritex Community Bank Dallas, United StatesJob Summary: · This is a senior Special Assets Officer role, responsible for managing a diverse portfolio of criticized and classified loans as well as non-strategic and exit strategy relationships. The assigned portfolio will range in size and complexity, requiring the ability t ...
-
Senior Vice President, Finance
2 days ago
JPI Dallas, United StatesAbout The Company · Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation. For more than 3 5 · years, JPI has designed and developed communities with · best-in-class · homes and ...
-
Houlihan Lokey - Experienced Careers Dallas, United StatesJob Description · Business Unit: · Financial and Valuation AdvisoryIndustry: · PV - Portfolio ValuationHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation adv ...
-
Houlihan Lokey - Experienced Careers Dallas, United StatesJob Description · Business Unit: · Financial and Valuation AdvisoryIndustry: · PV - Portfolio ValuationHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation adv ...
-
VP/SVP, Capital Markets Tax Restructuring
1 week ago
Houlihan Lokey - Experienced Careers Dallas, United StatesJob Description · Business Unit: · Financial and Valuation AdvisoryIndustry: · TAS - Transaction Advisory ServicesHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and va ...
-
Investment Banking Associate
1 week ago
Houlihan Lokey - Experienced Careers Dallas, United StatesJob Description · Business Unit: · Corporate FinanceIndustry: · HC - HealthcareOverview · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlih ...
-
Investment Banking Associate, Healthcare
3 weeks ago
Houlihan Lokey Dallas, United StatesOverview · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offi ...
-
Kroll Dallas, United StatesJob Description · Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. · Day-to-day responsibilities: Managing buy-side and sell-side financial due diligence engagements for private ...
-
Managing Director, Corporate Finance
4 weeks ago
Armanino Dallas, United StatesAt Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of re ...
-
Analyst/Associate
3 weeks ago
Thomas, Edwards Group Dallas, United StatesAnalyst 6808 · Responsibilities · As an Analyst, you will work on transactions that provide exposure to various client industries and investment banking services, including mergers and acquisitions, debt and equity capital raises, refinancings, and leveraged buyouts. You will wo ...
Investment Banking Debt Advisory - Dallas, United States - Oppenheimer & Co. Inc.
Description
Job Description
Job DescriptionWho We Are:
Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 92 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Technology, Media and Communications, Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client – high growth, entrepreneurial, middle market companies.
Position available for immediate hire.
Job Description
Our Investment Banking Debt Advisory & Restructuring team is actively looking for an Associate/VP for our Dallas office. The candidate will be working closely with senior members of the Debt Advisory & Restructuring Group to advise companies, creditors and other stakeholders in evaluating Strategic Alternatives, including Special Situations Financing, Liability Management, M&A and Restructuring.
Responsibilities:
Qualifications: