Investment Banking Vice President, ESOP Advisory
Confidential
Investment Banking Vice President, ESOP Advisory
About the Company
Top tier ESOP advisory firm focused on employee ownership transactions and advisory services.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Vice President for ESOP Advisory. The successful candidate will be responsible for leading the execution of ESOP transactions, including various forms of ESOP formations, recapitalizations, buyouts, and ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence, and transaction documentation, as well as serving as the primary point of contact for all transaction stakeholders. The Vice President will also be tasked with overseeing junior team members, ensuring high-quality deliverables, and supporting business development efforts through client presentations and industry networking. Applicants should have a minimum of 5 years' experience in investment banking, ESOP advisory, valuation, or corporate finance, with a strong understanding of ESOP transactions and related valuation concepts. The role requires proven transaction execution experience, advanced financial modeling and analytical skills, and the ability to manage multiple engagements simultaneously. Strong client-facing abilities, project management experience, and a Bachelor's degree are essential, with relevant professional certifications being a plus. The position is remote and does not require relocation.
Functions
- Finance
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused investment bank advising founder-led and privately held businesses. Industry Financial Services Type Privately Held About the Role The Company is seeking an...SuggestedRemote work
$160k - $210k
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..., Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent... ...restructuring, and financial and valuation advisory. Our unmatched transaction volumes... ...knowledge.The open position is for a Vice President based in the Houston office who will be...SuggestedFull timeWork at officeWorldwide$225k - $300k
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...of the full suite of services we offer under Corporate & Investment Banking. Our banking professionals provide corporate and institutional... ...skills necessary to be successful in the industry. Vice Presidents lead corporate banking transactions and work closely with...Full timeLocal areaWork from homeWorldwideFlexible hours$200k - $220k
...contractors are known for - our approach is regionalized, with an emphasis on work-life balance, safety, and keeping teams close to home. We invest heavily in our people and their growth to develop careers from Project Engineers to Area Managers! Competitive Base Salary!...For contractorsLocal areaImmediate startFlexible hours- ...commercial innovation. Job summary: As an Associate or Vice President in the Energy Quantitative Research team in New York or... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...
$300k
...Summary:The Tax Managing Director, Transaction Advisory Services is an essential team member that... ..., you’ll find meaningful work, leaders invested in your success, and opportunities to... ...forward with clarity.We are proud to be an ESOP company, offering participants a stake in...Work at office- ...financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits... ..., and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm’s business...Full time
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$250k - $300k
...CPE credits, learning platforms, coaching, and professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events within your market, charitable matching, and great people!Advisory Managing...Full timeWork at office- ...and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a...
$166.38k - $241.25k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the... ...and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the...Full timeLocal areaRemote work- ...Visionary & results-oriented Strategic Vice President of Information Technology who will take... ...allocation and maximizing return on investment. Collaborate closely with executive... ...business development activities. ~ Assist advisory teams in solving complex strategic and...Full timeImmediate start
- ...in volatile, fast-evolving global markets.About the Role:As Vice President - Head of Consulting, you will lead Dow Jones Energy’s bespoke... ...chemical, or commodity consulting spaceA track record of leading an advisory business of $20M+ in revenue with full P&L accountability and...Local areaFlexible hours
- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization offering transaction advisory and middle-market M&A services. Industry Accounting Type Privately Held About the Role The Company is seeking a Managing...
$165k - $345k
...required)Work Experience7+ years of relevant banking experience, with proven client... ...Finance (required)Proven and experienced in investment banking and capable of complete independent... ...internal policy improvements and client advisory frameworksDeep expertise in structuring...Full timeWork at officeFlexible hoursNight shift- ...middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution... ...OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).The OCFO...Interim roleWork at officeRelocation
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