Vice President Investment Banking

Our client is a local advisory firm focused on sell-side M&A and capital raising for lower middle market businesses spanning several different industries. They're currently seeking a VP to join their Investment Banking team.

Responsibilities:

Work with the Principals/Directors of the practice in managing the execution of deals

Lead the development of confidential information memos, pitch books, buyers/investors lists, and financial models

Manage the day to day execution of client transactions including the preparation of materials, buyer/investor outreach, and the transaction diligence process

Actively oversee and review materials, information and correspondence of junior bankers on engagement teams

Interact daily with colleagues, clients, and buyers/investors during engagements to gather necessary information, communicate engagement status, and respond to diligence requests

Help to train and guide junior bankers in deal execution matters

Qualifications:

5+ years of sell side Investment Banking experience

Must have exceptional financial modeling and business writing skills

Must have superior communication and clients service skills

Must have a desire to focus on execution of engagements and training of junior bankers

Must be FINRA licensed (Series 63 and the Series 7 or 79)