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Director, Cross Asset Solutions & Strategies

San Francisco, California

Job Description:

Cross Asset Solutions & Strategies (“CASS”) team is seeking a candidate at Director level to work across all Global Banking and Markets verticals – (Sales & Trading, Corporate & Investment Banking, Capital Markets, etc) to deliver holistic client focused solutions, in the following areas:

  • Non-recourse Asset Based Finance covering a wide range of industries ranging from financial institutional, healthcare, TMT, municipals, etc
  • Structured Capital Raising from a range of investors including pensions, insurance, banks, family offices and credit funds
  • Balance Sheet Optimization with strategies to optimize balance sheet asset/attributes driven by valuation considerations
  • Risk management solutions for clients to meet both management and balance sheet goals

Must have experience in a combination of the following:

  • Lead day-to-day deal execution work streams and the development of internally focused project work
  • Key tasks include model preparation, financial analysis, client pitch book preparation, and credit / risk analysis
  • Lead the preparation of key materials for senior management discussions
  • Maintain day-to-day dialogue with clients and support the development of new client relationships to establish new business opportunities.  Engage with corporate and sponsor clients particularly in execution manners. 
  • Manage multiple tasks and competing priorities to meet deadlines while providing oversight of analysts on team
  • Drive the completion of projects with minimal oversight
  • Collaborating with the broad FICC sales franchise to help originate opportunities and design tailor made solutions that add value to the client.
  • Identify new opportunities arising from changing dynamics in regulatory or market environments. 
  • Key skills include: attention to detail, ability to effectively communicate with external clients and internal partners, and ability to articulate independent risk views.  Strong, clear and concise written and oral communication skills

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21017041

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111