Investment Banking Vice President
Vice President - Investment Banking
A leading middle-market investment banking platform is seeking an experienced Vice President to join its M&A and capital advisory team. This role is ideal for a self-starting professional who thrives in transaction execution, enjoys leading deal teams, and wants to play a meaningful role in growing a collaborative and high-performance practice.
The Vice President will take primary responsibility for day-to-day execution on live transactions while mentoring junior professionals and working closely with senior leadership.
What You'll Do
- Lead day-to-day execution of M&A and capital raising transactions under senior banker guidance
- Manage, train, and mentor analysts and associates
- Drive the preparation of pitch materials and transaction marketing documents (teasers, CIMs, management presentations)
- Identify and evaluate prospective strategic and financial buyers or investors
- Manage buyer outreach, due diligence coordination, and transaction workflows
- Review and oversee financial modeling, valuation analyses, and related research
- Maintain strong, professional relationships with client management teams
- Contribute to new business development efforts and overall team growth
- Obtain FINRA Series 79 licensure if not already held
What We're Looking For
- Bachelor's degree in finance, accounting, economics, or a related field
- 5-6+ years of investment banking or active M&A transaction execution experience
- Strong understanding of middle-market M&A processes, deal structures, and transaction documentation
- Demonstrated leadership ability with a high degree of professionalism, integrity, and maturity
- Advanced financial statement analysis, modeling, and valuation skills
- Strong written and verbal communication skills
- Exceptional attention to detail and commitment to high-quality work product
- Excellent organizational and problem-solving capabilities
- Proficiency in Microsoft Office and financial research platforms (e.g., Capital IQ)
- Authorization to work in the United States
Why This Opportunity Stands Out
- Play a leadership role in executing complex middle-market transactions
- Work in a collaborative, team-oriented culture with a strong emphasis on mentorship
- Access to formal training, professional development, and long-term career growth opportunities
- Exposure to a wide range of industries, deal situations, and client engagements
FAQs
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