Vice President - Investment Banking

Job Description

Job Description

Salary :

The Vice President (VP) is primarily responsible for managing the execution of M&A, private placements, and capital raising transactions. This role serves as the main point of coordination for transaction processes, client relationships during live deals, and overseeing internal deal teams. While providing support in select origination activities, the VPs core focus is to ensure quality and effective collaboration. Additionally, the VP will mentor Associates and Analysts, supporting team development and efficiency.

Key Responsibilities :

• Transaction Execution Leadership

Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.

Maintain strong working relationships with clients and support senior leadership throughout the deal lifecycle.

Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.

Mentor and support Associates and Analysts, ensuring high performance, technical accuracy, and professional growth within the team.

Oversee the preparation and finalization of pitchbooks, Confidential Information Memorandums (CIMs), management presentations, and transaction documents.

Manage collaboration across legal, financial, and internal teams to ensure smooth execution and resolve transaction-related challenges effectively.

Assist senior leadership with select origination efforts, including opportunity evaluation and participation in strategic client discussions.

Supervisory Responsibilities :

Support the development of junior staff and provide feedback on performance in coordination with senior leadership.

Qualifications : Education :

Experience :

Technical Skills :

Certifications / Licensure :

FINRA SIE, Series 63 and 79