Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements
Support to IB's Sr. Managing Director in the day to day management of the team's Associates and Analysts
Ensure that junior resources are allocated appropriately across the groups projects
Create and deliver high-quality analysis and materials
Be the point person in the creation of high-impact pitch materials
Run the execution process including creation of financial models, writing of the CIM, and regular contact with clients and qualified buyers
Understand and evaluate complex financial models
Perform complex financial analysis
Create high-impact presentation materials using PowerPoint, Excel, Word, and other relevant software programs
Manage priorities while working on multiple high-priority opportunities simultaneously
Serve as support to the Managing Directors and capable of making internal and external IB presentations
Interact independently with all important constituencies in the course of M&A or Strategic Advisory assignments

7
10 years of experience in M&A Investment Banking
Strong corporate finance and credit skills
Proven track record of success in working as a part of a team to originate, and close complex financial transactions
Proven ability to pitch, win and execute M&A engagements
Excellent presentation skills, both oral and written
Strong relationship building skills
The ability to interact effectively with senior executives inside and outside our organization
Expertise in one or more industries
BA/BS in Finance/Accounting/Economics (MBA strongly preferred)
Securities Industry Essentials (SIE), Series 79 license, and Series 63 license required

access to comprehensive medical, dental, and vision coverage
401(k) plan and employee stock purchase plan that both offer a generous employer match
flexible paid time off
comprehensive leave programs
unique benefits to support your overall mental and physical wellness

Vice President, Investment Banking

Key skills