Investment Banking Vice President 1, Services & Industrials
Skills
About the Role
You will help target and close new deal opportunities, sell and pitch investment banking services, and lead day-to-day presentation development. You will execute complex transaction and valuation analyses, guide deal structuring, and develop themes for client materials. You will build and maintain relationships with senior client executives and act as a day-to-day contact on deal matters. You will review analyst and associate work, identify and resolve deal issues, improve processes, train junior staff, support recruiting activities, and ensure compliance with applicable rules and procedures.
Requirements
- Bachelor's degree
- MBA preferred
- Prior investment banking experience
- 3+ years at Associate level preferred
- Complete FCA Level 3 exams within 90 days of commencing employment for UK and EU roles
- Complete the SIE Exam and Series 79 within 150 days of commencing employment for UK and EU roles
- Analytical ability
- Mathematical, writing, verbal, and computer skills
- Ability to manage multiple projects and senior banker expectations
- Leadership and coaching skills
- Ability to lead transaction processes and pitch new business
- Accounting and finance expertise
- Travel of 20 to 40%
Responsibilities
- Assist in targeting and closing new deal opportunities
- Participate in selling and pitching services and products to clients and prospects
- Drive day-to-day presentation development and positioning
- Build and maintain relationships with senior client executives
- Act as a day-to-day client contact for deal-related matters
- Direct and execute complex financial and valuation analyses
- Develop themes for research and analytical deliverables
- Suggest approaches for due diligence, research, and analysis
- Anticipate deal issues and recommend resolutions
- Review analyst and associate work for consistency, correctness, and formatting
- Resolve execution and origination issues
- Streamline processes and improve team efficiency
- Train, coach, and provide feedback to associates and analysts
- Participate in recruiting and training activities
- Ensure compliance with applicable rules, regulations, policies, and procedures
