Description

Capstone Partners is one of the largest and most active investment banking firms in the U. S. For over 20 years, Capstone has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.

Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com.

We are recruiting for a motivated professional to join our Business Development team as an associate, located in our Boston office. Working closely with our investment banking industry and Market Intelligence teams, you will develop and execute business development call campaigns into prospective clients. Operating as our initial point of contact to these targets, you will be required to coordinate with Market Intelligence and Investment Banking team members on market list development, outbound marketing and communications, email campaigns, knowledge capture, opportunity qualification, banker/prospect introductions, and client meetings and follow-up.

Primary Responsibilities:

• Develop campaign materials including interfacing with the investment bankers across all sectors

• Make outbound cold calls to prospective banking clients

• Research and develop business leads by sourcing and qualifying market lists, acquisitions and investment targets via telephone, email, Linked-In and in-person meetings

• Respond to prospect queries via coordination with research, operations and investment banking teams

• Quarterback the deal capture process through the formal Engagement Agreement

• Draft relevant and thorough briefing notes for investment teams in advance of client meetings

• Build and maintain all prospect activities in the CRM database

• Attend ad-hoc client and partner meetings

  Qualifications/Requirements:

• Four-year degree in business, economics, finance, accounting or similar

• Two to three years of client interfacing experience within the financial industry (cold calling experience preferred)

• A passion for developing new relationships with business owners and CEO’s

• Independent, self-motivated individual who also excels collaborating with colleagues

• Good knowledge of the financial markets with interest to learn more about private company M&A

• Team player with flexibility to adapt and grow as responsibilities increase

• Ability to contribute to regular group discussions and express ideas clearly

• Exceptional written and interpersonal communication skills are critical

• Excellent organizational skills and attention to detail

• Proficient in Microsoft Office including Word, Excel and PowerPoint

• If FINRA licenses not held already, will be required to pass the FINRA SIE, 79 and 63 exams (where required)

• Must be authorized to work in the United States – E-Verify Employer

  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.