Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Banking Managing Director

Confidential

Investment Banking Managing Director

About the Company

Leading middle-market M&A advisory platform focused on growth and transaction activity

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking an Investment Banking Managing Director to originate and lead mergers and acquisitions, capital raising, and strategic advisory engagements. Responsibilities include building relationships with business owners, executives, investors, and strategic acquirers; guiding transactions from initial engagement through closing; and advising clients on strategic and financial matters. The role also involves expanding the Company’s presence in an industry sector, mentoring junior professionals, and collaborating with internal teams to deliver client solutions. Candidates should currently be a Managing Director or Director with a strong record of originating business, and have at least 10 years of experience in investment banking, M&A advisory, or corporate finance. They should bring established relationships in relevant industry sectors and a proven ability to source, market, and close middle-market transactions. Experience advising founder-owned, investor-backed, and corporate clients is required, along with strong leadership, business development, and client management skills.

Functions

  • Finance
  • Business Development
Confidential
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Banking Managing Director in San Jose, CA vacancy
  •  ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across...  ...-service financial advisory platform, which integrates investment banking, private capital, and valuation services. The successful candidate... 
    Suggested
    Remote work

    Confidential

    San Jose, CA
    1 day ago
  •  ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers. Industry Capital Markets Type Privately Held About the Role The Company is seeking a Managing Director... 
    Suggested

    Confidential

    San Jose, CA
    5 days ago
  •  ...Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial bankers for M&A and capital raises. Industry Capital Markets Type Privately Held About the Role The Company is seeking an Investment Banking... 
    Suggested
    Bank staff

    Confidential

    San Jose, CA
    3 days ago
  • $141.9k - $204.1k

     ...shaping the company’s engagement with the investment community and providing data-driven...  ...execution of the quarterly earnings process — manage cross-functional timelines, prepare and...  ...Sell Side Equity Research, Investment Banking, or FP&A at a public company.Experience... 
    Suggested
    Full time
    Work at office
    Worldwide
    Shift work

    Bloom Energy

    San Jose, CA
    6 days ago
  •  ...particularly in the context of US life sciences venture capital, investment banking, or senior financial leadership. The successful candidate...  ...board members to support the company's mission and objectives. Functions ~ Board of Directors (non-operating) Confidential
    Suggested

    Confidential

    San Jose, CA
    2 days ago
  •  ...sba 504 loans business development business advising investment banking capital markets alternative investments specialty...  ...asset classes. The CLO will be a key member of the Executive Management Team, engaging with the Board, and must be adept at... 

    Confidential

    San Jose, CA
    1 day ago
  •  ...Vice President of Healthcare Investment Banking About the Company Healthcare investment banking firm advising pharma tech and life sciences...  ..., including deal structuring, negotiation, and process management. This role demands a professional with a proven track record... 

    Confidential

    San Jose, CA
    5 days ago
  •  ...Investment Banking Vice President, ESOP Advisory About the Company Top tier ESOP advisory firm focused on employee ownership transactions...  ..., and ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence,... 
    Remote work
    Relocation

    Confidential

    San Jose, CA
    5 days ago
  •  ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused investment bank advising founder-led and privately...  ...primary contact for clients and transaction counterparties, managing financial analysis, valuation work, transaction structuring,... 
    Remote work

    Confidential

    San Jose, CA
    1 day ago
  •  ...professional with a minimum of 10 years' experience in origination or investment banking, a proven track record in the field, and the ability to thrive in a fast-paced, dynamic environment. Strong leadership, management, communication, and interpersonal skills are essential, as... 

    Confidential

    San Jose, CA
    2 days ago
  •  ...emphasis on building strategic finance and performance management capabilities. The successful candidate will be...  ...includes experience in transaction services, investment banking, and ideally, in-house FP&A or finance director roles. The role requires a detail-oriented,... 
    Contract work

    Confidential

    San Jose, CA
    5 days ago
  •  ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and...  ...viewed favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The... 
    Full time
    Work at office

    Confidential

    San Jose, CA
    2 days ago
  • $94.4k - $293.8k

     ...ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build...  ...works and lives. Key responsibilities of the Investment Banking Consulting Manager may include: Lead and manage major, complex transformation... 
    Live in
    Work at office
    Local area

    Accenture

    Mountain View, CA
    1 day ago
  •  ...and 7-10+ years of experience in FP&A, operational finance, investment banking, private equity, consulting, or a related finance discipline...  ...requires a candidate with a strong background in financial management, the ability to influence stakeholders, and advanced skills... 

    Confidential

    San Jose, CA
    4 days ago
  • $229.24k

     ...competitive edge. Our people-first approach makes this possible. KPMG invests in continuous learning by providing the tools and training...  ...you to shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.Responsibilities:... 
    Private practice
    Local area

    KPMG

    Santa Clara, CA
    6 days ago
  • $236k - $412k

     ...of innovation across AI, semiconductors, compute infrastructure, and adjacent technologies. The role will define Micron Ventures’ investment strategy, sector priorities, and portfolio construction in alignment with Micron’s corporate strategy and technology roadmap.This... 
    Full time
    Local area
    Immediate start
    Shift work

    Micron

    San Jose, CA
    7 days ago
  • $130k - $254k

     ...markets. For more information, visit .Summary of Role:The Senior Treasury Manager is responsible for leading the company's financial risk management, liquidity strategy, banking infrastructure, investment oversight, treasury technology initiatives, and executive reporting.... 
    Full time
    Local area

    Globalfoundries

    Santa Clara, CA
    7 days ago
  • $150k

     ...The Opportunity As a Banking & Capital Markets Tax Director, you will focus on providing advice and guidance to clients on tax planning, compliance...  ...thinking in financial services Leading project management initiatives in banking and capital markets Innovating... 
    H1b

    PwC

    San Jose, CA
    2 days ago
  •  ...Managing Director, Utility-Scale Solar & Storage Development About the Company Develops community- and utility-scale solar and battery...  ...plans, guiding projects through various stages, assessing investment opportunities, and growing the project portfolio through different... 

    Confidential

    San Jose, CA
    4 days ago
  •  ...Managing Director About the Company Leading performance marketing agency with enterprise clients, entrepreneurial culture, and AI capabilities Industry Marketing and Advertising Type Privately Held About the Role The Company is seeking a Managing... 

    Confidential

    San Jose, CA
    4 days ago
  •  ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry Staffing and Recruiting Type Privately Held, VC-backed Founded 1999 Employees 201-500 Categories Human Resources... 

    Confidential

    San Jose, CA
    5 days ago
  •  ...Fractional Managing Director, Retainer About the Company Well-regarded organization in the renewables industry. Industry Renewables & Environment Type Privately Held About the Role The Company is seeking a Managing Director - Retainer to serve as... 

    Confidential

    San Jose, CA
    1 day ago
  •  ...Managing Director About the Company Mission-driven technology company specializing in political campaigning & progressive change Industry Political Organization Type Privately Held Founded 2017 Employees 51-200 Categories Political Organization... 

    Confidential

    San Jose, CA
    4 days ago
  •  ...Managing Director About the Company Global manufacturer of highly engineered sensing and monitoring technologies for the electrical industry Industry Electrical/Electronic Manufacturing Type Privately Held About the Role The Company is seeking a... 
    Remote work

    Confidential

    San Jose, CA
    4 days ago
  •  ...to holistic financial guidance including investing, retirement readiness, and education...  ...our comprehensive training through Wealth Management University, a four-week virtual experience...  ...Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management... 

    Charles Schwab

    Milpitas, CA
    4 days ago
  • $380k

     ...competitive edge. Our people-first approach makes this possible. KPMG invests in continuous learning by providing the tools and training...  ...you to shape your own future.KPMG is currently seeking a Managing Director to lead our U.S. Pricing & Commercial Enablement (PCE)... 
    Local area
    Immediate start
    Shift work

    KPMG

    Santa Clara, CA
    6 days ago
  •  ...About the Company Leading alternative investment platform offering private equity...  ...stakeholders. Responsibilities include managing investor inquiries, creating and maintaining...  ...private markets, asset management, investment banking, or a related financial services role.... 

    Confidential

    San Jose, CA
    1 day ago
  • Director, Chief of Staff for Hybrid Cloud COOThis role has been designed as ‘’Onsite’ with...  ...succeed here. We have the flexibility to manage our work and personal needs. We make bold...  ...Personal & Professional DevelopmentWe also invest in your career because the better you are... 
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start

    Hewlett Packard Enterprise

    San Jose, CA
    2 days ago
  •  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial...  ...You will take a lead role in acquiring, managing, and retaining meaningful relationships...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Jose, CA
    3 days ago
  •  ...reach your goals. EisnerAmper is seeking a Director of Operations for our Financial...  ...discipline, financial performance, risk management, and operational excellence. The Director...  ...organization, such as a CPA firm, law firm, investment bank, or consulting firm 7+ years of... 
    Work at office
    Local area

    EisnerAmper

    Santa Clara, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Banking Managing Director. Be the first to apply!