Origination & Client Coverage at Cardinal Stone

About the Role

This role involves conducting thorough market research and analysis to identify trends, emerging markets, and potential clients for general investment banking services. You will cultivate relationships with corporate clients and institutional investors while collaborating across business units to create compelling financial solutions.

Key Responsibilities

• Conduct thorough market research and analysis to identify trends, emerging markets, and potential clients for general investment banking services
• Cultivate and maintain relationships with corporate clients and institutional investors to understand their needs, objectives, and challenges, providing tailored financial solutions
• Position the firm's services effectively across the market
• Collaborate with Investment Banking, Trustees, Securities Trading, Registrars, Financing, and Asset Management teams to create compelling pitch materials, presentations, and proposals
• Secure transactions for various business units based on pre-agreed targets
• Proactively work with business leads to identify and assess potential transaction opportunities across identified sectors
• Maintain a well-organized pipeline of potential deals and opportunities
• Regularly update the status of prospects, client interactions, and ongoing engagements
• Prepare and maintain reports on business development activities, pipeline status, and key performance indicators for weekly and monthly management review
• Represent the firm at industry events, conferences, and client meetings
• Build a strong professional network to enhance the firm's visibility and reputation in the financial markets community

Required Qualifications

• First degree in Finance, Accounting, Economics, or a related field
• NYSC completed
• Minimum of 5 years of experience in corporate banking or investment banking

Preferred Qualifications

• Post-graduate degree or MBA