CareerPlan

Investment Banking Associate / Vice President - Consumer, Retail and Restaurant

New York, NY, USFull-time$175k–$250k2026-07-29 → 2026-11-09
Hybrid

Core

Lead day-to-day project management and oversee execution on a range of advisory and financing transactions for clients in the Consumer, Retail, and Restaurant sectors.

Role type

Senior IC investment banking associate / vice president

Builds

M&A advisory, equity and debt capital raising, and liability management solutions

Domain

Financial services / Investment Banking / Consumer, Retail, and Restaurant

Required skills

Financial modeling, valuation analysis, due diligence, financial projections, market trend analysis, transaction execution, pitch generation, client relationship management

Preferred skills

Sell-side advisory experience, mentoring junior teammates, strategic idea generation

Technologies

Industry standard and proprietary financial models

Responsibilities

Lead day-to-day project management and oversee execution on a range of advisory and financing transactions; Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities; Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts; Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders; Help lead deal pitches including idea generation; Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers

Seniority

Mid-Senior, hands-on IC