Managing Director, California

Job Summary

Supporting Corporate Bankers across various banking verticals, the full-time remote Managing Director, California will develop client presentations, manage pitch processes, and collaborate with capital markets to deliver industry-specific insights and analyses.

Key responsibilities

• Track client and industry market activity in collaboration with bankers
• Manage the pitch book process, ensuring adherence to branding and standards
• Conduct management reporting on client activity and facilitate strategic discussions

Required qualifications

• Bachelor's Degree
• 5 or more years of experience in credit/lending within Commercial Banking
• Demonstrated success in structuring and underwriting commercial credit
• Proficiency in Microsoft Word and Excel
• Established professional network