Investment Banking Vice President

About the Role

We are partnering with a leading middle-market investment bank specializing in mergers & acquisitions, capital raising, and financial advisory services for private and public companies. The firm has completed more than 300 transactions and built a reputation for delivering exceptional outcomes.

The Vice President will play a critical role in leading transaction execution, managing client relationships, and mentoring junior bankers. This position offers client exposure and the opportunity to work directly alongside senior leadership across a broad range of M&A and capital raising engagements.

The ideal candidate will have transaction experience within Business Services, Technology, or Industrials, though candidates from other sectors will also be considered.

Responsibilities

• Lead the execution of M&A, capital raising, and financial advisory engagements from launch through closing.
• Manage day-to-day transaction processes and serve as a primary point of contact for clients and counterparties.
• Oversee financial modeling, valuation analyses, due diligence, CIM preparation, management presentations, and other transaction materials.
• Review and mentor Analysts and Associates while ensuring the delivery of high-quality work product.
• Participate in client meetings, management presentations, negotiations, and strategic discussions.
• Work closely with senior bankers to develop and maintain client relationships.
• Manage multiple live engagements simultaneously while maintaining exceptional execution standards.

Qualifications

• 4+ years of investment banking experience with meaningful M&A transaction execution experience.
• Strong financial modeling, valuation, analytical, and presentation skills.
• Experience managing multiple transactions and leading junior team members.
• Excellent communication and client-facing abilities.
• Demonstrated success operating in a fast-paced, entrepreneurial environment.
• Bachelor's Degree in Finance or Accounting.

Benefits

• Strong and consistent deal flow with an active transaction pipeline.
• Opportunity to work directly with highly experienced senior bankers.
• Significant client exposure and leadership responsibility.
• Growing platform with expansion opportunities across multiple offices.
• Collaborative, people-first culture focused on long-term career development.
• Clear path for advancement and increased responsibility as the firm continues to grow.