Assistant Vice President

Role Purpose :

Investment Banking Assistant Vice President is a mid-level executive at HC-IBD working closely with and reporting directly to their direct supervisors. AVPs role is a mix of deal sourcing, execution, and management of Associates at the firm. The balance will vary over time, but will always include a heavy component of outbound prospecting and transaction processing. The primary role of the Assistant Vice President is to be the “project manager,” whether for marketing activities or on a transaction. According to their assigned sector coverage, AVPs set sector strategies and continuously identify new opportunities / potential clients for the firm. AVPs maintain the department’s business relationships and are responsible for expanding and nurturing those relationships because they are able to articulate the firm’s views and sell its products and services effectively. It is the AVP that typically decides the structure (usually the Table of Contents or “TOC”) of the presentation (e.g. a pitchbook), personally originates the framework for financial models / presentations and provides Associates / Analysts with guidance in any given matter. AVPs assign Associates and Analysts specific tasks to complete, set project deadlines, monitor the production of documents / financial models; coordinate with management, clients and third parties to diligently deliver the firm’s services. In some cases and as requested by his / her direct supervisor, AVPs are expected to have a hands-on approach regarding assignments. It is at the AVP level that valuable relationships with clients are formed.

Accountabilities :

1. In-depth knowledge of coverage sectors, its trends and the overall economic outlook

2. In-depth knowledge of the different Investment Banking products

3. Set sector strategy and continuously identify new opportunities / clients to pursue in coordination and supervision of the Vice President

4. Supporting Vice Presidents in marketing the firm’s services, making sound judgment, and supervising execution teams

5. Maintain and grow the firm’s business relationships in order to initiate new transactions and expand the firm’s reach and breadth of services. Communicate with clients to make sure their expectations are met and their transactions close successfully

6. Managing assignments from start to finish – coordinating between management, clients, colleagues and third parties. Sets project deadlines and guarantees highest quality of work output in terms of professionalism and accuracy

7. Utilize vast knowledge of financial and accounting principles to assess company performance

8. Provide corrective timely valuable feedback to the execution teams

9. Originate financial reports for forecasting, trending, and results analysis and also oversee the production of working documents for specific transactions and internal administrative purposes

10. AVPs are accountable for the internal management of a transaction as well as the external management – ensuring customer satisfaction through successful deal execution

11. Adhering to firm policies, treating colleagues with respect, showing emotional maturity and upholding high ethical standards

12. Knows the formal and informal department goals, standards, policies and procedures communicated by senior management and communicates them to other members of the department

13. Provide rapid and accurate market judgments to colleagues and clients

14. Supervising the work of the execution team and acting as a mentor and role model to subordinates

Knowledge, Skills & Experience :

1. A minimum of : undergraduate degree and post graduate degree : MBA, MSC (Finance) or CFA from top class leading universities PLUS 2 years of relevant experience OR 7 years of relevant experience

2. Strong sales skills

3. Strong analytical skills and the ability to understand complex data quickly.

4. Extensive experience with financial modeling and analyses

5. Strong knowledge of accounting and financial concepts; ability to analyze and value businesses

6. Strong understanding of professional ethics and regulatory environment. Demonstrate best in class professional integrity

7. Excellent verbal and written communication skills

8. Demonstrated experience with managing of day to day aspects of client relationships and projects

9. Willingness to help build and train a junior team to support future growth

Competencies :

1. Strong communication skills

2. Strong leadership and management qualities

3. Excellent project management capabilities

4. Quick learner

5. Detail oriented

6. Hardworking with the ability to handle stress well and thick skinned

7. Strong work ethic and demonstrated commitment to excellence

8. A positive, proactive; and highly self-motivated individual who thrives on intellectual challenge and works with confidence

9. Outstanding interpersonal skills, with the ability to form effective working relationships with clients and coworkers

10. Ability to effectively prioritize and handle multiple tasks under tight deadlines

11. Strong team player able to work effectively in a team environment

12. Entrepreneurial professional with strong self initiative towards originating new business with minimal guidance and support

13. Excellent client relationship management skills

14. Ability to make sound judgment