Investment Banking, Vice President/Associate, Consumer & Retail
Core
Support the Investment Banking team in the Consumer and Retail group by executing M&A, debt, and equity transactions for growth companies.
Role type
Vice President/Associate Investment Banker (Consumer & Retail)
Builds
M&A deals, private and public debt + equity offerings, advisory services
Domain
Financial Services / Investment Banking / Consumer & Retail
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
M&A execution, financial modeling, company valuation, industry research, due diligence, client relationship management, business development, team leadership, advanced Excel, PowerPoint, Bloomberg, CapIQ
Preferred skills
FINRA Series 63 & 79 licenses, firm-sponsored AI tools proficiency
Responsibilities
Coordinate transaction processes including capital raise and advisory transactions, prepare offering memoranda and proposals, lead preparation of valuations and financial models, conduct industry and company-specific due diligence, interact with corporate clients and PE/VC firms, supervise and mentor junior bankers, identify new business opportunities
Seniority
Mid-Senior, hands-on IC with mentorship duties