Investment Banking VP

Role: Investment Banking VP

Coverage: ADGS

Location: Charlotte, NC

Comp: $275k base, competitive bonus

Firm Overview: Our client is a premier independent investment banking platform with a longstanding reputation for delivering strategic advice and exceptional client outcomes across mergers & acquisitions, capital raising, and financial advisory services. The firm combines the resources and reach of a global organization with the entrepreneurial culture of a boutique, providing bankers with meaningful client exposure, significant responsibility, and direct access to senior leadership.

Known for its collaborative environment, strong deal flow, and commitment to professional development, the firm advises a diverse roster of corporate, private equity, and founder-led clients across a broad range of industries. This opportunity offers the chance to work on complex, high-impact transactions while building a well-rounded skill set within a culture that values teamwork, intellectual curiosity, and long-term career growth.

The Investment Banking VP will be responsible for:

• Leading the execution of M&A, capital raising, and strategic advisory engagements from initial pitch through transaction close.
• Serving as the primary day-to-day contact for corporate, private equity, and founder-owned clients, developing and maintaining strong relationships.
• Managing transaction processes, including due diligence, financial analysis, valuation, marketing materials, management presentations, and negotiation support.
• Overseeing the preparation and review of financial models, valuation analyses, client presentations, confidential information memoranda, and other transaction-related materials.
• Coordinating and mentor Associates and Analysts, providing guidance on transaction execution, financial analysis, and professional development.
• Working closely with Managing Directors and senior bankers on business development initiatives, client pitches, and relationship management efforts.
• Developing industry expertise and stay informed on market trends, transaction activity, and competitive dynamics across targeted sectors.
• Collaborating with legal, accounting, and other external advisors to ensure successful transaction execution.
• Identifying new business opportunities and contribute to expanding existing client relationships.
• Driving multiple live transactions simultaneously while maintaining exceptional client service and execution quality.

The Investment Banking VP will have:

• 5+ years of investment banking, corporate finance, or transaction advisory experience.
• Demonstrated experience executing M&A and/or capital markets transactions.
• Strong financial modeling, valuation, and analytical skills.
• Proven ability to manage client relationships and lead transaction teams.
• Excellent communication, presentation, and project management capabilities.
• Track record of mentoring junior professionals and thriving in a collaborative environment.
• Expectation to sit in the VP seat for 2-3 years

Interested in learning more about this opportunity? Don't hesitate to apply in directly below!