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
- ...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...SuggestedRemote work
- ...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
- ...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...SuggestedBank staff
$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...SuggestedFull timeWork at officeWorldwideShift work- ...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) ConfidentialSuggested
- ...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...
- ...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...
- ...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 workRelocation
- ...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
- ...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...
- ...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
- ...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 timeWork at office
$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 inWork at officeLocal area- ...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...
$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 practiceLocal area$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 timeLocal areaImmediate startShift work$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 timeLocal area$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- ...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...
- ...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...
- ...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...
- ...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...
- ...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...
- ...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
- ...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...
$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 areaImmediate startShift work- ...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....
- 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 timeWork experience placementWork at officeLocal areaImmediate start
- ...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 startAfternoon shift
- ...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 officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Managing Director. Be the first to apply!
- director investment banking San Jose, CA
- investment manager San Jose, CA
- investment accounting manager San Jose, CA
- investment executive San Jose, CA
- investment director San Jose, CA
- executive team lead asset protection San Jose, CA
- senior executive director San Jose, CA
- executive security San Jose, CA
- executive support San Jose, CA
- chief strategy officer San Jose, CA


