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Equity Capital Markets M & A Managing Director
Umpqua Bank
San Francisco, CA, United States
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JOB PURPOSE
Serve as a senior team member of the newly formed Merger and Acquisitions group. This group will focus on providing middle market growth companies in the Western U.S with investment banking advisory services (buy-side, sell-side, and private capital raising). While working on transactions independently, the group will also collaborate closely with Umpqua Bank Professionals to identify and cultivate future Capital Markets opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
•Originate transactions and collaborate with Umpqua Bank professionals on emerging opportunities.
•Lead and manage all aspects of transaction execution from “pitch” to closing.
•Develop and maintain client and prospect relationships by focusing on long-term strategy and objectives.
•Proactively develop and present high-quality M&A analysis and strategic ideas to prospects and clients.
•Establish and maintain relationships with west coast service providers (lawyers, accountants, investment bankers), and financial sponsors.
•Develop strong relationships across the Umpqua Bank franchise to help drive new opportunities and expand the Umpqua brand.
•Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
•Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
•Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
•May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
•Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
•Takes personal initiative and is a positive example for others to emulate.
•Embraces our vision to become "The World's Greatest Bank."
•May perform other duties as assigned.
SUPERVISORY RESPONSIBILITIES none
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
•Bachelor’s degree in business, finance or related field. Master’s degree preferred.
•15+ years of relevant experience at a reputable investment banking firm.
•Demonstrated experience in leading and managing deal teams.
•Considerable experience in pitching, structuring, and executing strategic M&A transactions.
•Developed knowledge base in many industries with the skills to develop proficiencies in other industries.
•An extensive network of well established relationships with companies, service providers, and capital sources.
•Strong track record of developing meaningful and influential client relationships.
•Exceptional communications skills.
•Well organized with strong problem-solving skills.
•Proficiency with personal computers and related software packages such as Word and Excel, and other business machines
PHYSICAL AND ENVIRONMENTAL DEMANDS
•Office environment – no specific or unusual physical or environmental demands.
•Frequent travel.
Umpqua Bank is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
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