Investment Banking Vice President
Core
Lead transaction execution for independent wealth management firms, serving as a primary contact and providing strategic advice on M&A, capital raising, and succession.
Role type
Senior IC investment banking vice president
Builds
M&A deals, minority/majority equity investments, recapitalizations, and debt financings for RIA founders and CEOs
Domain
Financial services / Wealth management / Investment Banking
Required skills
Financial modeling, Valuation analysis, Strategic advisory, Deal execution, Team leadership, Client relationship management, Negotiation, Project management, Regulatory compliance, Business development
Preferred skills
Wealth management industry experience, RIA M&A experience, Minority equity transaction experience, Private capital investor relationships
Technologies
N/A
Responsibilities
Lead execution of transactions from origination through closing, including sell-side and buy-side M&A and debt financings, Oversee financial models, valuation analyses, and client deliverables, Mentor and develop Analysts and Associates, Coordinate with attorneys, tax advisors, and accountants, Contribute to business development and thought leadership efforts
Seniority
Senior, hands-on IC with mentorship responsibilities