Private Banking Director jobs in Virginia

ABOUT US

Pointe Advisory (Pointe) is a leader in evidence-based strategic advisory, powering our clients’ decision-making with an unparalleled understanding of rapidly shifting landscapes.

Pointe Advisory’s Mission is to harness the power of original research to challenge our client’s thinking and inform winning strategies and investments. Living up to this ambitious purpose has established us as the leader in evidence-based strategic research and competitive intelligence, serving an exclusive group of Global 1,000 clients across every major industry.

Since our founding in 2000, we have taken great pride in playing a part in facilitating the success of our clients, and measure our own success based upon their satisfaction. Not surprisingly, we consistently maintain some of the highest customer advocacy scores in the industry.

WHAT MAKES POINTE A GREAT PLACE TO WORK

Over the last 20 years, Pointe has unapologetically anchored its strategy on a simple but ambitious mantra: Great People, Great Clients, Great Work. By evaluating decisions in the context of this framework, we have thoughtfully built a culture characterized by achievement and humility. We hire great people that are zealous in their commitment to their team members’ success. This creates a unique and inspired team environment where you can be pushed professionally and personally to be the best version of yourself. Our great clients view us as thought partners and provide opportunities to elevate our and their thinking. This combination of factors ensures we consistently deliver great work.

THE OPPORTUNITY

Pointe is looking for a Director to support our Private Equity (PE) practice and the firm’s rapid growth. At Pointe, expectations for our Directors are high but empowering. Your ideas will be heard, and your thoughts valued. You will coach teams and be coached. You will have direct access to Pointe’s partners and decision-makers. You will also have direct client access, responsibility, and impact; you will be looked to for new ideas to drive growth and value in PE. Quite simply, you will get the developmental benefits of big firm clients with the high touch of a boutique culture. 

Pointe currently operates in a highly flexible hybrid office model. This is a full-time salaried position that located in Arlington, Virginia. Pointe offers industry leading compensation, robust benefits, and schedule flexibility.

WHAT YOU’LL DO

As Director, you will lead teams driving high client value and be integral to Pointe’s success as a firm. You will sit at the fulcrum of our Great People, Great Clients, and Great Work Mantra! You will be responsible for developing our more junior Great People on projects and empowering the leadership team's account strategies. You will also be key in structuring and delivering Great Work to our exclusive list of Great Clients. And last (but not least), you will be looked to as a thought partner to develop the strategies that empower our Great Clients’ vision.

Your primary externally facing responsibilities will be to:

• Lead PE and/or M&A-related project processes from start-to-finish, owning the client delivery, and ensuring output meets Pointe’s standards for quality of insight and client impact
• Drive the analysis of marketplace trends to identify opportunities and develop key hypotheses / critical questions / investment theses to inform decision-making for Pointe’s clients
  
• Determine thoughtful approaches, work plans, and frameworks to guide organizations with inorganic strategies (including buy-side and sell-side diligences)
• Lead the development of and/or validation of financial, commercial, and strategic assumptions for both corporate and financial buyers
• Oversee original research, contact development, primary intelligence, and executive-level interviewing to develop unique insight regarding market dynamics and strategic decisions
• Oversee the development of best-in-class materials that exceed client expectations (in terms of research depth, analytical rigor, and visualization)
• Act as the “gatekeeper” for the team’s research, analysis, models, etc., ensuring accuracy and clear linkage to critical questions/hypotheses
• Provide thoughtful, structured approaches to deck development and slide design
• Partner with clients on engagements by cultivating a collaborative environment and providing high-touch service
• Develop mastery of Pointe’s research, analytical approaches, and Private Equity expertise in key client industries
  

Your primary internally facing responsibilities will be to:

• Work closely with Pointe’s Private Equity leadership to develop practice and account plans, including input into capabilities, staffing, hiring, and top- and bottom-line performance goals and expectations
• Coach and nurture junior staff and provide team members with developmental and fulfilling opportunities on projects
• Execute on personal key performance metrics related account and project management targets, produced revenue goals, and coaching and team development
• Act as a role model for junior staff by embodying Pointe’s values

ABOUT YOU

Over the last two decades, Pointe has assembled an intellectually curious, eclectic, and motivated team of peers, resulting in a vibrant office environment that is fast-paced, collaborative, and entertaining. Our team is fanatical about client service and personal accountability. We value individual contribution, creativity, teamwork, and humor. Additional qualifications include:

• BA or BS required with a clear track record of academic excellence in fields such as Economics, Business, Finance, or Data Science
• Master's degree in business, management, or other relevant degree preferred
• Six to ten years of consulting and/or industry experience, including experience in providing financial due diligence and other transaction-related services to private equity fund clients
• An aptitude for networking and executive-level interviewing,  plus knowledge assessing a target company’s quality of earnings and cash flows
• Well-honed business acumen and analytical skills
• A desire to learn and demonstrated ability to master new subject areas quickly
• Strong communication, writing, and critical-thinking skills
• Work ethic, dedicated, organized, detail-oriented, and accountable
• Time management and multitasking abilities in a fast-paced, deadline-driven environment
• Advanced skill set in Microsoft Office, including PowerPoint and Excel
• Experience with other analytics tools (e.g., Tableau, R, Python), including modeling and statistical data analysis
• Aptitude and/or experience in financial modeling and statistical data analysis
• Foreign language capabilities are a plus

COMPENSATION AND BENEFITS

Our mission is to reward best-in-class work with a flexible lifestyle, an interesting work environment, and superior compensation relative to any other firm in our space. Pointe offers Directors a competitive base salary in addition to a generous performance bonus system. Part of our promise is benefits; we believe we offer the most comprehensive benefits package for any firm of our size.