Work with the lead Partner in developing and building out the EY Capital Market Advisory brand/business along with identifying new opportunities with other EY practice lines (i.e. assurance, tax, advisory, transactional advisory services)
Proactively develop an internal and external network within the Greater Toronto Area/Ontario business community
Take an autonomous lead role in identifying, soliciting and exploring potential new business opportunities
Project manage complex acquisition, merger, divestiture and/or financing assignments while taking a lead role in client relationship management
Provide direction and oversight on research to be used in financial modeling, competitive analysis, industry analysis, negotiation support and various other applications
Review and provide quality assurance on complex financial models within broadly defined guidelines
Oversee the preparation and delivery of documents for, and presentations to, clients and prospects
Manage staff teams of 2-3 professionals and assume developmental responsibility for junior staff
Participate in the development and execution of industry-specific thought leadership and business plans
Requirements :
Undergraduate degree in business with concentrations in finance and/or accounting plus CPA, CA, CMA, CFA, CBV or MBA
Minimum 7-8 years experience in financial analysis and transaction/financing execution in the following:
Strong knowledge in debt capital market products and commercial bank offerings (i.e. derivatives, SWAPS, FX)
Strong knowledge and ability in debt and equity structuring (i.e. senior, sub, mezzanine, equity)
Strong sales and marketing skills and boardroom presence
Strong knowledge of financial accounting
Strong financial modeling and analytical skills
Strong knowledge of capital financing structures and strong negotiation / lead advisory skills
Understanding of key business drivers and business strategy
Experience working in small teams and developing/coaching/mentoring junior-level staff
Experience working with multiple internal / external advisors within the context of a transaction and coordinated various workstreams (i.e. lawyers, accountants, tax and other specialists, etc...)
U.S. Broker Dealer license and Canadian Securities Institute licensing are or will be required