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
Vacancy posted 3 days ago
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