A leading middle-market investment banking platform is seeking an experienced Vice President to join its M&A and capital advisory team. This role is ideal for a self-starting professional who thrives in transaction execution, enjoys leading deal teams, and wants to play a meaningful role in growing a collaborative and high-performance practice.
The Vice President will take primary responsibility for day-to-day execution on live transactions while mentoring junior professionals and working closely with senior leadership.
What You'll Do
Lead day-to-day execution of M&A and capital raising transactions under senior banker guidance
Manage, train, and mentor analysts and associates
Drive the preparation of pitch materials and transaction marketing documents (teasers, CIMs, management presentations)
Identify and evaluate prospective strategic and financial buyers or investors
Manage buyer outreach, due diligence coordination, and transaction workflows
Review and oversee financial modeling, valuation analyses, and related research
Maintain strong, professional relationships with client management teams
Contribute to new business development efforts and overall team growth
Obtain FINRA Series 79 licensure if not already held
What We're Looking For
Bachelor's degree in finance, accounting, economics, or a related field
5-6+ years of investment banking or active M&A transaction execution experience
Strong understanding of middle-market M&A processes, deal structures, and transaction documentation
Demonstrated leadership ability with a high degree of professionalism, integrity, and maturity
Advanced financial statement analysis, modeling, and valuation skills
Strong written and verbal communication skills
Exceptional attention to detail and commitment to high-quality work product
Excellent organizational and problem-solving capabilities
Proficiency in Microsoft Office and financial research platforms (e.g., Capital IQ)
Authorization to work in the United States
Why This Opportunity Stands Out
Play a leadership role in executing complex middle-market transactions
Work in a collaborative, team-oriented culture with a strong emphasis on mentorship
Access to formal training, professional development, and long-term career growth opportunities
Exposure to a wide range of industries, deal situations, and client engagements