Vice President, Technology & Business Services Investment Banking

About the role

You will play a central role in leading transaction execution, managing client relationships, and driving outcomes across M&A and capital markets engagements. You will serve as the day-to-day lead on deals, overseeing all aspects of execution while partnering closely with senior bankers on strategic direction and business development.

Responsibilities

• Lead day-to-day execution of M&A, buy-side, sell-side, and capital markets transactions, including transaction timelines, team workflow, resource allocation, and project costs to ensure efficient and timely execution and high-quality outcomes for clients
• Drive all workstreams across live deals, including financial modeling and analysis, preparation of marketing materials, and management of due diligence
• Serve as the primary point of contact for clients, investors, and third-party advisors throughout the transaction lifecycle, providing clear, concise communication to internal and external stakeholders, ensuring alignment across all parties
• Supervise, mentor, and develop associates and analysts, maintaining and demonstrating high standards for accuracy and quality
• Partner with managing directors and senior leadership on business development initiatives, including pitch activity and building relationships with business owners, investors, and lenders
• Oversee associate and analyst deal team members
• Participate in the junior team talent management programs – hiring, selection, and training
• Balance multiple projects and priorities simultaneously in a deadline-driven environment

Requirements

5+ years of investment banking experience with a strong track record of executing M&A and/or capital markets transactions

Experience within Technology & Business Services is preferred but not required

Bachelor’s degree required; advanced degree (MBA or equivalent) is a plus

FINRA Series 79 and 63 licenses preferred (or ability to obtain)

Advanced financial modeling and valuation expertise

Demonstrated ability to independently manage complex workstreams and transactions end-to-end

Strong client management skills, with experience serving in a primary day-to-day client-facing role

Proven leadership experience, including managing and developing junior team members

Excellent written and verbal communication skills, with strong attention to detail

Able to operate effectively in a fast-paced, high-performance environment with competing priorities

Qualifications

High ownership mindset with a strong sense of accountability

Collaborative leader who invests in team development and knowledge sharing

Commercially minded with strong business judgment and intellectual curiosity

Organized and proactive, with the ability to anticipate needs and solve problems

Resilient under pressure, consistently delivering high-quality work against tight deadlines

Committed to integrity and acting as a trusted advisor to clients and colleagues

Skills

Advanced financial modeling and valuation expertise

Strong client management skills

Proven leadership experience

Excellent written and verbal communication skills

Ability to operate effectively in a fast-paced, high-performance environment

Benefits

Catered lunch 4 days a week

Generous performance bonus program

Comprehensive healthcare

Unlimited vacation

401K match

Professional development opportunities

Quarterly peer-recognition awards

Team events & outings

Branded swag

Referral bonus

Pay

Typical earnings of approximately $300,000-1,000,000 or more, depending on business development and execution performance

The annual base salary for this position is $150,000, and bonuses are paid upon transaction closing or throughout the year as revenue is collected

Schedule

Hybrid (minimum 4 days in-office; subject to change based on business needs)