Vice President - Special Situations IB
Capstone Partners · Boston, MA · 2 wk ago
On-siteFinanceFull-time
Duties and Responsibilities
- Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
- Prepare and analyze historical and projected financial information
- Cook up and coordinate business due diligence
- Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
- Value companies and businesses
- Aid in initiating and extending group marketing and client development efforts
- Aid in the marketing and planning of engagements
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
- Supervise and manage activities of junior professionals
- Perform other duties as assigned
Qualifications
- Bachelor’s degree, preferably in accounting, finance, or related discipline
- 4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
- The ability to work independently in a fast-paced environment
- Prominent deal execution experience in special situations/restructuring transactions
- Proven experience in managing and training junior special situations professionals
- Demonstrated experience in leading discussions with senior client executives and target management
- Outstanding analytical skills and ability to develop and maintain financial models using Excel
- Strong knowledge of accounting and applied financial theory
- Exceptional verbal and written communication skills
- FINRA Series 79 and 63 licenses (63 where required by state)
- Willingness to travel