Investment Banking Vice President - ESOP

Key Responsibilities

• Lead the day-to-day execution of ESOP transactions, including sell-side advisory engagements, recapitalizations, fairness opinions, and strategic ownership transition assignments.
• Manage financial analyses, valuation work, transaction marketing materials, and client presentations.
• Serve as a primary liaison between clients, legal counsel, trustees, lenders, accounting firms, and other transaction participants.
• Oversee due diligence processes and coordinate transaction timelines through closing.
• Review and mentor Analysts and Associates on financial modeling, valuation analyses, and transaction deliverables.
• Support senior bankers in originating new business opportunities and developing relationships with business owners, referral sources, and professional advisors.
• Participate in client meetings, industry events, and business development initiatives.
• Contribute to the continued growth and strategic development of the firm's ESOP advisory practice.

Requirements

• 6+ years of investment banking ESOP advisory experience.
• Demonstrated experience executing middle-market ESOP.
• Strong understanding of financial statement analysis, business valuation methodologies, and transaction structuring.
• Experience managing deal processes and coordinating multiple stakeholders simultaneously.
• Prominent ability to manage and mentor junior professionals.
• Strong client-facing communication and presentation skills.
• Ability to thrive in a collaborative, entrepreneurial environment.