Investment Banking - Vice President, Mergers & Acquisitions ( M&A)
About the role
PKP Investment Banking is seeking an experienced and motivated Vice President to join its rapidly growing M&A advisory practice. The ideal candidate will play a key role in pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries.
Responsibilities
- Lead day-to-day project management
- Interface with clients and take a lead role in executing transactions
- Oversee buyer and market research
- Oversee financial modeling and analysis
- Develop and participate in pitch presentations
- Hire and train junior staff
- Review work product of others
- Identify new business opportunities and develop business relationships
- Contribute to marketing, process and system improvements
Requirements
- Ability to independently lead M&A transactions with reasonable support from senior bankers
- Agile leader that can exercise sound judgement under pressure
- Strong financial modeling skills
- Strong communication skills, both written and verbal
- Strong analytical and problem-solving skills
- Proven project management and leadership skills
- Detail oriented but with ability to see the big picture
- Self-starter and driven but effective working as part of a team
Qualifications
- Must be able to work in the office a minimum of 3 days per week
- 4 year degree or MBA from a top-tier business school
- Six or more years of M&A advisory experience focused on serving privately owned companies in the middle market
- Series 79 and 63 licenses
Compensation & Benefits
The compensation for this position ranges from $150,000 - $175,000. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
About PKP Investment Banking
PKP Investment Banking is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc. "PKF O’Connor Davies" is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards. PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list. For further information, please visit https://www.pkfod.com/.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.