M&A Managing Director - Oil&Gas

ABOUT THE ROLE: 

TheInvestment Banking Managing Directoris asenior leadershiprolesupporting new business development initiatives while independently managing teams to execute complex CIB transactions.  The roleleveragesa well-rounded complement of skills including expert corporate finance and analytical capabilities, transaction and processexpertise, in-depth industry knowledge and insights while using sound business judgement and strong interpersonal skills to generate positive client outcomes.Leads andparticipatesin pitching,managingand closing complex financial transactions.Extensive travel isalong with excellent presentation skills, both oral and written.

TheManagingDirector may play asupervisory roleandbe responsible forprovidingemployeestimely,candidand constructive performance feedback; developing employees to their fullest potential byprovidingchallenging opportunities; developing theappropriatetalentpool to ensure adequate benchstrengthand succession planning; recognizing and rewarding employees for accomplishments.

YOUR RESPONSIBILITIES: 

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.  

• Develop andmaintainrelationships with internal and external clients focused on the delivery of advice and analysis to those clients around key strategic issues and opportunities.

• Provide strategic leadership in evaluating and executing complexCIBtransactions across multiple product lines, while effectively communicating and collaborating across deal teams to navigate competing priorities and meet time-sensitive deadlines.

• Lead cross-functional teams in executing all aspects of CIB transactions, collaborating with relationship managers, risk partners, and capital markets specialists to manage client relationships, negotiate with investors, and deliver strategic solutions that drive successful client outcomes and generate capital markets revenue.

• Leverage expert industry knowledge to assess key market and financial trendsimpactingclients and create thematic content pieces and pitch ideas to present to clients and prospects.

• Capability and capacity to expand non-deal leadership roles that enhance the effectiveness and engagement of the team.

• Manage and prioritize a pipeline of opportunities generated from the coverage of a specific industry group of relationship managers or a specific geography.

• Work with senior bankersto provide training and resources around efforts toidentifyand address opportunities in respective coverage areas.

• Create and deliver high value-added financial analysis and strategic advice to the targeted universe of high priority clients and prospects.

• Optimizethe talent and skills development of team members within the group.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Economics, ora relatedfield. Graduate degree preferred. 

• 15+ years of meaningful and relevant experience in Capital Markets, Investment Banking, Middle Market Banking, Corporate Banking, or executive-level roles (e.g., CEO, CFO). 

• Exceptional technical and analytical skills.

• Proactive creativity to generatenew ideassupported by communication and business judgement skills needed to convert the best ideas into actionable opportunities.

• Proventrack recordof success in originating, structuring, and closing complex financial transactions.

• Demonstrated success in origination, relationship development, and strategic client advisory. 

• Strong foundationin corporate finance andCIBsolutions including capital budgeting, M&A,leveragedfinance, equity capital markets, debt capitalmarketsand credit underwriting. 

• Leadership experience and history of involvement in key decisions around a growing financial services business.

• Expertisein one or more industries.

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses. 

• Series 24 (Supervisor) licensepreferred.

• Ability to travelas. 

REQUIRED SKILLS:

Qualified candidates will bring professionalproficiency,generallyacquiredthrough 15years of relevant work or internship experience in finance, accounting, or a related field. 

• Proventrack recordof success in leading teams to structure, negotiate and execute complex CIB transactions.

• Visibletoleadership asmentorin the training,retentionand development of talent.

• High attention to detail and commitment to deliver high quality workproductconsistently.

• Strong project management skills and ability to manage a team.

• Strongcollaboration,communicationand leadership skills.

SKILLS FOR SUCCESS:

Successful candidates willdemonstratea higher degree ofproficiency(typically from 15years of practical experience or advanced academic exposure) across the following areas: 

• Client Advisory & Relationship Management – Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships. 

• Origination & Commercial Impact – Skilled inidentifyingopportunities, developing pitches, and converting ideas into revenue-generating engagements. 

• Team Leadership & Development – Proven ability to mentor, develop, and lead high-performing teams. 

• Market Insight & Thought Leadership – Ability to translate market trends into strategic content and client engagement strategies. 

DOING THE RIGHT THING:Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you​.