Managing Director Investment Banker (Series 24 Required)

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Job description

Xnergy Financial is a woman-owned, international investment banking firm headquartered in Los Angeles, CA. Xnergy Financial provides corporate finance and merger and acquisition services to middle-market companies. Our clients benefit from our 60 years of experience, which has resulted in the creation of our team of professionals pressing the highest levels of knowledge and insight. We have credibility and respect in the markets because of the depth of our knowledge in the industries we serve. We know our clients' problems, the trends impacting their industries and the steps necessary to achieve favorable results.

Our company is not only dedicated to providing our clients with world-class service, but our true success is in the ability to retain the best in the industry. In the effort to continue our mission, we are expanding our team!

Our Managing Director position will provide leadership and vision to guide the creative and strategic use of our services to our clients. The MD will develop the roadmap and work-flow to accelerate results and achieve objectives. Our clients need experience and the ambition to help them win. Our MDs are driven, self-motivated individuals who enjoy working in a fast-paced environment and are committed to providing a high level of customer service. The right candidate will have experience as a Managing Director responsible for managing the office activities, as well as working closely with the investment banker team and clients.

We are open to specializations in various industries such as Technology, Healthcare, and Real Estate.

An individual with a strong financial background is highly encouraged to apply.

This position will work directly with the Investment Banking team on current and prospective projects to bring investors to a successful funding. The successful candidate will be comfortable reaching out to a wide variety of potential investors to partner with us.

WHAT WE CAN DO FOR YOU:

• Provide necessary tools to advance your career - AUTONOMY!

• Provide a team environment and support to achieve great success.

• Enhance current professional strengths

• Provide an opportunity to enhance current professional deficiencies

• Provide insight into a niche industry

• Provide ongoing training and professional development

• Unlimited income potential

QUALITIES TO SUCCEED:

• FINRA series 24 license - Preferred

• FINRA series 7 or 79 and 63 or 66 license - required

• Must have a minimum of 5 years of Investment banking experience.

• Must have a minimum of 3 years experience as a Managing Director for an Investment Bank

• Must have book of business with active investors

• Ability to Network and establish new client relationships

• Self-motivated, highly determined, learning based individual that is driven, with a proven track record of success in raising funds for commercial real estate investment opportunities.

• Very ambitious and unstoppable (willing to work very hard)

• Excellent at building rapport and comfortable with talking to a wide variety of people

• Excellent interpersonal and communication skills

• Good organizational skills

JOB SCOPE:

• Managing and mentor a team of investment bankers.

• Participate in transactions from origination to closing including conduct due diligence.

• Consistently raise capital for investment projects.

• Source family offices and institutional investors that are interested in partnering with Xnergy on investment opportunities.

• Manage existing and develop new relationships with investors

• Conduct industry research

• Prepare pitch books, reports, descriptive teasers

• Interact with clients and potential investors

• Maintain records, files and data related to client engagements

• Respond to requests for data, research, analyses, etc. as needed

On target earnings for this position range between $500,000 - $1,000,000 annually in personal income.

EXTRAS:

• Tools to build your book of business such as PR and Marketing opportunities

• 100% remote

• Serial-entrepreneur Founding Team with consistently new opportunities

Job Type: Commission

Experience:

• Business Development: 3 years (Preferred)
• Corporate Finance: 5 years (Required)
• Investment Banking: 5 years (Required)
• Investor Relations: 3 years (Required)
• Managing Director: 3 years (Required)
• Mergers & Acquisitions: 3 years (Preferred)

Education:

• Bachelor's (Required)

Location:

• Los Angeles, CA (Required)

License:

• FINRA Series 24 (Preferred)

Work authorization:

• United States (Required)

Work Location:

• Fully Remote

Company's website:

Company's Facebook page:

COVID-19 Precaution(s):

• Remote interview process