Investment Banking – Technology – Vice President

About the role

DC Advisory is currently seeking an experienced Technology Vice President (VP) with a relevant background in Technology. The VP will be an integral part of DC Advisory’s fast-growing team, contributing to all group-related matters from client engagements to team development and career building. VPs are expected to play a critical role on transaction teams and make a positive impact for our clients. We partner with our employees to advance each individual’s unique career goals while providing consistent, transparent feedback to foster personal and professional growth.

Responsibilities

• Lead day-to-day transaction execution across all mandate types.
• Manage a range of deal assignments, including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in-person client meetings.
• Liaise with clients and prospective clients through both engaged transactions and business development marketing situations.
• Participate in client meetings and drafting sessions, which may include management presentations and facilitated sessions with finance professionals, CEOs, Board Members, Financial Sponsors, and other leadership positions.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Provide oversight, mentorship, and training to junior investment bankers on a daily basis.
• Oversee the creation of various financial models and analyses from the ground up with minimal direction.
• Serve as a role model to junior bankers by identifying training and learning opportunities as well as monitoring work quality.
• Participate in junior banker talent management programs—hiring, selection, and training.

Qualifications

• Demonstrates proficiency in managing the investment banking transaction processes and using appropriate judgment at all times.
• Prior experience strongly preferred.
• Bachelor’s Degree required; MBA preferred.
• Minimum of 6 years of prior investment banking or equivalent M&A experience.
• SIE Exam, Series 79, and Series 63 required.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Commuter Benefits
• Disability Insurance
• 401(K)
• Pet Insurance

Pay

Base Salary: $250,000 + annual discretionary bonus

Schedule

This position will operate in a hybrid capacity with four days on-site in the office (Monday - Thursday) and the option to work from home on Fridays.