Investment Banking VP
Role: Investment Banking VP
Location: Dallas, TX
Industry: FIG - Insurance
Company Summary: We are currently partnered with a leading, highly specialized investment bank focused on the insurance and wealth management sectors. The firm provides end-to-end M&A advisory and capital raising services, working closely with founder-led and private equity-backed businesses across the middle market.
The platform is differentiated by its deep industry expertise, proprietary market intelligence, and highly consultative approach; often partnering with clients well in advance of a transaction. This drives strong deal flow, premium valuations, and longstanding client relationships.
The Investment Banking VP will be responsible for:
- Lead M&A and financial consulting projects
- Manage buy and sell side M&A advisory engagements (financial analysis, modeling, due diligence, deal structuring/negotiations)
- Interact with clients and develop strategy/implementation of client deliverables while maintaining client relationships to ensure successful project execution
- Seek and coordinate new business development activities
- Direct and coach junior team members
- Stay abreast of industry changes and trends and incorporate best practices
The Investment Banking VP should have:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 6-10 years of experience in investment banking, transaction advisory, corporate development, or financial services
- Proficiency in Microsoft Word, Excel, and Power Point
- Strong written and verbal communication skills
Why this role?
- Exposure to a high-volume, active M&A pipeline within a consolidating sector
- Opportunity to work directly with senior bankers and industry-leading clients
- Strong reputation and relationships across top financial sponsors and strategic acquirers
- Collaborative, team-oriented environment with clear runway for progression
Interested in learning more about this opportunity? Don't hesitate to apply in to the role below!
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