CareerPlan

Investment Banking Vice President - Tech Enabled Services

Chicago, IllinoisFull-time$275k2026-09-23 → 2026-11-11

Core

Lead transaction processes, pitch new business, and execute in-depth financial/valuation analyses for complex deals in investment banking.

Role type

Senior IC investment banking vice president

Builds

Investment banking products and services (M&A, capital markets, advisory)

Domain

Financial Services / Investment Banking

Required skills

Financial/valuation analysis, deal structuring, client relationship management, team leadership/coaching, due diligence, financial modeling, accounting expertise, strategic positioning

Preferred skills

Prior investment banking experience (3+ years at Associate level), SIE/Series 79/Series 63 certifications, expertise in tech-enabled services

Technologies

Financial modeling tools, presentation development software

Responsibilities

Target and close new deal opportunities, sell/pitch services to clients, develop presentations, review analyst/associate work, provide direction on financial analyses, act as lead trainer for junior staff, ensure regulatory compliance

Seniority

Senior, hands-on IC with mentorship duties