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Investment advisor Jobs in Lakewood, CO

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Investment advisor • lakewood co

Last updated: 7 hours ago
  • Promoted
Investment Banking Vice President

Investment Banking Vice President

Selby JenningsDenver, CO, US
Full-time
Job Title : Investment Banking Vice President - M&A.Our client is seeking a seasoned Vice President to join their high performing Investment Banking team, specializing in Mergers & Acquisitions (M&A...Show moreLast updated: 30+ days ago
  • Promoted
Director, Investment Banking - Infrastructure

Director, Investment Banking - Infrastructure

Agentis CapitalDenver, CO, US
Full-time +1
Director, Investment Banking - Infrastructure.Director, Investment Banking - Infrastructure.Director, Investment Banking - Infrastructure. Be among the first 25 applicants.Director, Investment Banki...Show moreLast updated: 27 days ago
  • Promoted
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockWestminster, CO, US
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 9 days ago
  • Promoted
Insurance Advisor

Insurance Advisor

Comma InsuranceEnglewood, CO, United States
Full-time
Position Description : At Comma, we empower our Insurance Advisors to provide personalized, prospect-focused insurance solutions that are always delivered on time. As a trusted advisor, you'll have t...Show moreLast updated: 30+ days ago
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  • New!
Service Advisor

Service Advisor

Imperial SportbikesDenver, CO, US
Full-time
Imperial Sportbikes Service Advisor.Are you passionate about motorcycles and love helping people? Do you thrive in a fast-paced service environment where technical knowledge meets top-tier customer...Show moreLast updated: 7 hours ago
  • Promoted
Parts Advisor

Parts Advisor

Fay Myers Motorcycle WorldEnglewood, CO, US
Full-time
E Arapahoe Rd Greenwood Village, CO 80112.Full Time, Tuesday - Saturday Schedule.Are you ready to embark on a thrilling new journey? Fay Myers Motorcycle World is on the lookout for dedicated indiv...Show moreLast updated: 30+ days ago
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Advisor, CFP

Advisor, CFP

MonetaDenver, CO, US
Full-time
Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what ...Show moreLast updated: 30+ days ago
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Financial Advisor

Financial Advisor

Harrison Gray Search and Consulting LLCDenver, CO, US
Full-time
Harrison Gray has partnered with one of Colorado's growing Private Wealth Management firms.They specialize in fee-based discretionary asset management for individuals and families.This firm customi...Show moreLast updated: 30+ days ago
  • Promoted
Investment Memorandum Consultant

Investment Memorandum Consultant

VirtualVocationsLakewood, Colorado, United States
Full-time
A company is looking for a Consultant - Investment Memorandum Writer.Key Responsibilities Lead the development of an investment memorandum for the Community-Led Forest Economies campaign Conduct...Show moreLast updated: 1 day ago
  • Promoted
Trust & Investment Operations Supervisor

Trust & Investment Operations Supervisor

First WesternDenver, CO, US
Full-time
First Western is seeking an Trust & Investment Operations Supervisor to join our team!.Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and exp...Show moreLast updated: 14 days ago
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Residential Advisor

Residential Advisor

Hope House of ColoradoArvada, CO, US
Part-time
Hope House Colorado (HHC) is hiring Residential Advisors (RA).As an RA, you will work with the Housing Support Program staff to provide encouragement and support for up to 8 young mothers and their...Show moreLast updated: 30+ days ago
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Academic Advisor

Academic Advisor

University of Colorado Anschutz Medical CampusDenver, CO, United States
Full-time
University of Colorado | Denver.Official Title : Academic Services Intermediate Professional.Working Title : Academic Advisor. Join the University of Colorado Denver.About the University of Colorado -...Show moreLast updated: 6 days ago
  • Promoted
Guest Advisor

Guest Advisor

Spavia Day SpaGreenwood Village, CO, US
Full-time
Why choose Spavia? We are a career, not a job.Every day you get to make a positive difference in someone's life - every visit, every time!. Spavia guests enjoy luxurious spa amenities along with...Show moreLast updated: 30+ days ago
Investment Accountant

Investment Accountant

WFB Perkins Coie LLPDenver, CO
Full-time
Creating and maintaining detailed records of all investment portfolio transactions in investment software and manual recordkeeping systems. Recording monthly interest, dividends, distributions, inve...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Service Advisor

Service Advisor

Phil Long Ford of DenverLittleton, CO, US
Full-time
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before ma...Show moreLast updated: 7 hours ago
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Comfort Advisor

Comfort Advisor

One Hour Heating & Air Conditioning Corporate StoreDenver, CO, US
Full-time
The Comfort Advisor assesses homeowner needs, develops and presents HVAC.This position will work with new and existing customers to guide them through the Sales Process while exploring equipment an...Show moreLast updated: 30+ days ago
  • Promoted
Investment Consultant - Denver, CO (Downtown)

Investment Consultant - Denver, CO (Downtown)

Charles Schwab Inc.Denver, CO, US
Full-time
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show moreLast updated: 3 days ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern MutualGolden, CO, US
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 30+ days ago
  • Promoted
Investment Consultant - Denver, CO (Downtown)

Investment Consultant - Denver, CO (Downtown)

Charles SchwabDenver, CO, US
Full-time
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance indus...Show moreLast updated: 4 days ago
Associate, Advisor

Associate, Advisor

National Financial Partners CorporationDenver, CO, United States
Full-time
Who We Are : Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29 B in AUM. We have more than 300 employees serving clients from 24 offices in 13 st...Show moreLast updated: 23 days ago
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Investment Banking Vice President

Investment Banking Vice President

Selby JenningsDenver, CO, US
30+ days ago
Job type
  • Full-time
Job description

Job Title : Investment Banking Vice President - M&A

Location : Remote

Position Overview :

Our client is seeking a seasoned Vice President to join their high performing Investment Banking team, specializing in Mergers & Acquisitions (M&A) within the Architecture, Engineering, and Consulting (AEC) industry across the Middle Market.

As a Vice President, you will be responsible for leading deal execution, managing client relationships, and mentoring junior bankers. You will work closely with senior leadership to deliver high-quality M&A advisory to AEC firms navigating strategic growth, consolidation, and capital markets opportunities.

Key Responsibilities :

  • Lead end-to-end M&A transaction execution, including sell-side and buy-side mandates
  • Develop and maintain client relationships with AEC firm executives, private equity sponsors, and strategic acquirers.
  • Oversee the preparation of marketing materials, including confidential information memoranda (CIMs), management presentations, and pitch books.
  • Conduct and review financial modeling, valuation analyses (DCF, precedent transactions, comparable companies), and strategic alternatives assessments.
  • Manage due diligence processes, coordinate with legal, accounting, and other third-party advisors, and ensure deal timelines are met.
  • Support origination efforts by identifying new business opportunities and contributing to strategic pitches.
  • Mentor and develop junior team members, fostering a culture of excellence and collaboration.

Qualifications :

  • 6-10 years of investment banking experience, with a strong focus on M&A execution.
  • Demonstrated ability to lead transactions independently, including managing client communications and internal deal teams.
  • Deep understanding of financial modeling, valuation techniques, and transaction structuring.
  • Strong interpersonal and communication skills, with the ability to present to and influence senior executives.
  • Bachelor's degree in Finance, Economics, or a related field; MBA or other advanced degree preferred.
  • Prior exposure to the AEC industry or adjacent sectors (e.g., industrials, infrastructure, environmental services) is a plus but not required.
  • Highly motivated, detail-oriented, and capable of thriving in a fast-paced, deal-driven environment.