What are the responsibilities and job description for the Senior Vice President Investment Banking position at HJ Sims?
- Develop new business through direct interface with prospective clients, vendors, and associations.
- Make presentations to management and boards of prospective clients as well as at state and national association meetings and conventions.
- Accompany senior and associate bankers on business development and client meetings and attend association meetings, trade shows, and conventions.
- Read and evaluate financial statements.
- Understand, analyze, and communicate sector-specific operations issues.
- Coordinate the financing process with architects, contractors, market and financial feasibility consultants, lawyers, issuers and other professionals to facilitate the closing of the financings and the distribution of funds
- Manage day-to-day aspects of the financing transaction process
- Solicitation and negotiation of term sheets from commercial banks, as well as proposals from verification agents and trustees
- Interface with rating agencies to secure investment grade ratings
- Review legal documents to ensure appropriate delineation of key covenants and terms
- Coordinating calls and information flow with working group and prospective investors
- Draft pitch materials, RFP responses, information memoranda, and industry conference presentations
- Prepare presentations to guide client management and boards of directors in determining the most appropriate financing structures for their projects
- Post-financing, work with client management and boards of directors to determine optimal investment and interest rate hedging strategies and assisting with continuing disclosure/investor relations and credit rating surveillance
- Produce and/or supervise credit analysis and the compilation of credit enhancement and rating agency packages.
- Assemble credit information into a concise, thorough narrative report.
- Produce high quality, accurate and insightful work while meeting short deadlines.
- Review and analyze legal contracts such as applications, commitments, and loan and bond documents.
- Interface with clients to obtain necessary documentation and appropriately manage the closing process with a variety of capital sources.
- Serve as a senior investment banker on the Sims banking team and solicit clients that can utilize the array of services offered by Sims.
- Assist in training and mentoring of associate team-members
Requirements
Preferred Experience:
- Minimum of ten years of experience in finance field.
- Experience structuring high-yield tax-exempt/municipal bond issues.
- Intermediate to advanced level of expertise in Excel.
- General working knowledge of Word, Outlook, PowerPoint, Microsoft Dynamics CRM.
- Certifications: Series SIE and 52 (or will obtain shortly after hire).
Desired Qualities:
- Able and willing to work increased hours, including some weekends as necessary.
- Willing to travel up to 25% of the average work week.
- Highest degree of integrity.
- Excellent oral and written communication skills.
- Strives for accuracy, precision, and efficiency.
- Excellent planning, organizational and interpersonal skills.
- Easily handles multiple projects at one time.
- Able to work independently as well as function in a team-oriented setting.
- Displays initiative and strong sense of personal motivation as well as responsibility.
- Willing to learn and perform any/all duties.