VP Investment Banking

CSP’s Real Estate & Financial Services practice is partnering with a rapidly growing middle market focused investment bank in need of a Vice President, Investment Banking. Our client delivers M&A advisory services to businesses throughout their entire lifecycle, and this position primarily focuses on healthy businesses within the sell-side M&A space.

Responsibilities:

• Collaborate with Principals/Directors to manage the execution of deals.
• Lead the development of confidential information memorandums, pitch books, buyer/investor lists, and financial models.
• Oversee the day-to-day execution of client transactions, including material preparation, buyer/investor outreach, and transaction diligence.
• Review materials, information, and correspondence prepared by junior bankers on engagement teams.
• Interact daily with colleagues, clients, and buyers/investors to gather necessary information, communicate engagement status, and respond to diligence requests.
• Assist other VPs and Directors in assessing and assigning appropriate staffing levels across the group for all engagements.
• Mentor and guide junior bankers in deal execution matters.

Qualifications:

• 5-8 years of sell-side Investment Banking experience.
• Exceptional financial modeling and business writing skills.
• Superior communication and client service skills.
• Strong desire to focus on engagement execution and training of junior bankers.
• Must be FINRA licensed (Series 63 and Series 7 or 79).
• Authorized to work in the United States without visa sponsorship.
• Availability to work in the office 5 days a week.

For more information, please contact Real Estate & Financial Services Practice at refs@chesapeakesearchpartners.com