VP, Consumer Investment Banking (New York)

About the role

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, executing sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments for consumer companies.

Responsibilities

• Lead the execution of mergers and acquisitions, capital raising transactions, and strategic advisory engagements.
• Serve as the primary day-to-day client contact, managing relationships with executive management teams, boards of directors, private equity sponsors, and strategic buyers.
• Oversee transaction execution from initial engagement through closing, including valuation analyses, due diligence, negotiation support, documentation, and coordination among all parties.
• Direct the preparation and review of financial models, valuation analyses, confidential information memoranda, management presentations, pitch materials, and board presentations.
• Manage transaction teams by overseeing associates and analysts, providing coaching, allocating responsibilities, and ensuring the delivery of high-quality work product.
• Cook up and coordinate internal and external advisors, including legal counsel, accountants, lenders, consultants, and other transaction participants to ensure efficient execution.
• Support senior bankers in originating new business opportunities by developing marketing strategies, preparing client presentations, participating in prospect meetings, and maintaining relationships with existing and prospective clients.
• Identify industry trends, strategic opportunities, valuation developments, and market dynamics within the consumer sector to provide informed advice to clients and support business development initiatives.
• Review and ensure the accuracy, quality, and consistency of all client deliverables while maintaining adherence to firm standards and regulatory requirements.
• Drive efficient transaction management by proactively identifying execution risks, resolving issues, and maintaining project timelines.
• Mentor and develop junior bankers through regular coaching, performance feedback, and technical training to foster professional growth and team excellence.
• Collaborate with industry and product partners across the firm to deliver integrated advisory solutions and enhance client relationships.
• Contribute to the continued growth of the Consumer Investment Banking practice through thought leadership, market intelligence, and active participation in recruiting and team development initiatives.

Requirements

• Deep expertise in mergers and acquisitions, capital raising, corporate finance, and strategic advisory.
• Advanced financial modeling and valuation capabilities, including DCF, comparable company analysis, precedent transactions, LBO, merger models, and complex scenario analyses.
• Demonstrated ability to independently lead multiple live transactions from initial engagement through closing.
• Strong client relationship management skills, with the ability to serve as the primary day-to-day contact for corporate executives, private equity sponsors, and other key stakeholders.
• Pioneered business development capabilities, including identifying opportunities, cultivating client relationships, and supporting new client origination efforts.
• Exceptional project management skills with the ability to coordinate multiple internal and external workstreams under tight deadlines.
• Excellent written, verbal, and presentation skills, including experience presenting recommendations to executive management teams and boards of directors.
• Sound commercial judgment, strategic thinking, and the ability to identify key value drivers and transaction risks.
• High degree of professionalism, integrity, and client service orientation.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms including Capital IQ, FactSet, Bloomberg, and PitchBook.
• Strong knowledge of the consumer sector, including industry trends, competitive dynamics, valuation drivers, and transaction activity.

Qualifications

• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• Bachelor’s (Required)

Skills

• Securities Industry Essentials Exam (SIE)
• Series 63
• Series 79

Benefits

• Total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
• To view more details of the benefits offered, visit Myrjbenefits.com.

Workstyle

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We Expect Our Associates At All Levels To Grow professionally and inspire others to do the same.
• At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.