Vice President Investment Banking - Technology

This is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective is to act as a strategic advisor by formulating investment strategies and raising capital for clients.

Responsibilities

• Assume significant responsibility for project and transaction execution, new business development, and overall firm growth.
• Work closely with clients on financing transactions and guide them through the capital-raising process, including leading due diligence, drafting sessions, and preparing for equity or debt offerings.
• Collaborate with clients, senior team members, and outside professional advisors on M&A and special situation transactions.
• Draft situation analyses, pitch materials, information memoranda, investor and management presentations, and oversee work performed by analysts and associates.

Requirements

• 6–10 years of experience in the Financial Services industry, specifically within Banking.
• Degree in Finance or a closely related area of Business Administration; MBA or Master’s Degree in Business preferred.
• Comprehensive knowledge of corporate banking, related products, regulations, and lending and credit approval processes.
• Clear and concise written and verbal communication skills.
• Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance, and securities products.
• Series 7 and 63 licenses preferred.

Benefits

• Competitive medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.
• Discretionary and formulaic incentive and retention awards for eligible employees.

Pay

Full-time salary range: $250,000.00 – $275,000.00.

Schedule

Full time.

Primary location: CA-ONE MARKET PLAZA.