Investment Banking Principal/VP

About the Role

Provide leadership in the pitching and execution of CIB transactions while supporting Managing Directors in day‑to‑day management of the team’s Associates and Analysts to ensure junior resources are allocated appropriately across the group’s projects and that high‑priority projects receive the appropriate attention. The Principal will oversee the group’s modeling and analytical capabilities with limited supervision, ensuring the team creates and delivers high‑quality analysis and materials. The Principal serves as the point person for creating high‑impact pitch materials and runs the execution processes for transactions, may directly supervise Associates and Analysts, providing timely, candid and constructive performance feedback, developing employees to their fullest potential, offering challenging opportunities that enhance career growth, identifying and developing talent pools for bench strength and succession planning, and recognizing and rewarding accomplishments.

Responsibilities

• Understand and evaluate complex financial models.
• Perform complex financial analysis.
• Create high‑impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Work well as part of a team in a high‑stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high‑priority opportunities simultaneously.
• Apply a strong background in credit and corporate finance to CIB transactions.
• Serve as support to senior bankers and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact independently with all important constituencies in the course of executing and closing transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support the team’s and the company’s mission.

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) strongly preferred but not required.
• 7‑10 years of total M&A investment banking experience, including prior Associate‑level responsibilities.
• Proven track record of success in working as part of a team to originate and close complex financial transactions.
• Excellent presentation skills, both oral and written.
• Strong relationship building skills.
• Strong credit skills.
• Ability to interact effectively with senior executives inside and outside the organization.
• Expertise in one or more industries.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.

Required Skills

• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
• Strong client‑facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.