Selby Jennings is partnered with a top tier ESOP advisory firm looking to bring a Vice President on to work on ESOP transactions. This individual will play a key role in leading transaction execution, managing client relationships, and overseeing junior team members across a variety of ESOP-related advisory engagements.
Ideal candidates are current Investment Banking Senior Associates or Investment Banking Vice Presidents with experience in ESOP deal execution. This position is remote, no relocation required.
Responsibilities:
Lead execution of ESOP transactions, including leveraged and non-leveraged ESOP formations, recapitalizations, buyouts, and ownership transition transactions.
Manage financial analysis, valuation workstreams, due diligence, and transaction documentation.
Serve as a primary point of contact for business owners, management teams, trustees, legal counsel, and other transaction stakeholders.
Oversee Associates and Analysts while ensuring high-quality deliverables and execution processes.
Support business development efforts through client presentations, industry networking, and relationship management.
Participate in strategic advisory assignments involving ownership succession, capital structure optimization, and shareholder liquidity solutions.
Qualifications:
5+ years of investment banking, ESOP advisory, valuation, or corporate finance experience.
Strong understanding of ESOP transactions, ownership transition strategies, employee ownership structures, and related valuation concepts.
Proven transaction execution experience with the ability to manage multiple engagements simultaneously.
Advanced financial modeling, valuation, and analytical skills.
Strong client-facing abilities and project management experience.
Bachelor's degree required; relevant professional certifications are a plus.
If there's interest, don't hestitate to apply!
Numbers & Facts
Location
Chicago, IL (Remote)
Skills
Analysis Skillsunmatched
Bank Managementunmatched
Business Developmentunmatched
Corporate Financeunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Documentationunmatched
Due Diligenceunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Modelingunmatched
Investment Servicesunmatched
Legalunmatched
Liquidityunmatched
Network Administration/Managementunmatched
Project/Program Managementunmatched
Relationship Managementunmatched
Sales Managementunmatched
Sales Presentationunmatched
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