Vice President, Investment Banking
Confidential
Vice President, Investment Banking
About the Company
Esteemed provider of accounting & professional services
Industry
Accounting
Type
Privately Held
Founded
1910
Employees
10,001+
Categories
- Consulting & Professional Services
- Accounting
- Accounting & Accounting Services
- Business Services
- Banking
- Financial Services
- Professional Services
- Advice
- Consulting
Specialties
- assurance services
- tax services
- consulting services
- private client tax services
- transaction advisory services
- government contracting
- advisory services
- nonprofit & education
- technology
- and innovation & transformation
Business Classifications
- B2B
About the Role
The Company is seeking a Vice President for its Capital Advisors division. The successful candidate will be a key member of the transaction and business development team, with a primary focus on overseeing the preparation of financial analyses, conducting due diligence, and developing marketing materials. This role also involves active participation in the execution of various transactions, managing client interactions, and leading marketing efforts. The Vice President will be responsible for supervising and reviewing the work of junior investment banking professionals, supporting Managing Directors in all aspects of firm marketing, business development, and deal execution, and will play a significant role in the recruiting and training of junior staff. Candidates for the Vice President position should have a Bachelor’s degree in business, finance, or accounting, with an MBA preferred, and a minimum of 7 years of professional work experience, including at least 4 years of direct transaction experience in investment banking or a related financial field. A FINRA Series 7 or 79 and 63, or in active pursuit of licensure, is required. The role demands superior organizational, time management, and communication skills, as well as strong financial modeling, research, and analysis abilities. The ideal candidate will be a dynamic, highly motivated individual with a strong work ethic, committed to the growth of the firm in the middle market. The position also requires the ability to travel as needed and a proactive approach to business development.
Hiring Manager Title
Managing Director
Functions
- Finance
$15k
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