Investment Banking Principal/VP
Core
Lead pitching and execution of Corporate & Investment Bank (CIB) transactions while providing leadership in modeling, analytical capabilities, and team management.
Role type
Senior IC Investment Banking Principal/VP
Builds
High-quality pitch materials, complex financial models, and transaction execution deliverables for CIB clients.
Domain
Financial Services / Investment Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Complex financial modeling, valuation, credit analysis, transaction origination and closing, high-impact presentation creation, team leadership and mentorship, industry expertise, financial database fluency (Bloomberg, Capital IQ), legal documentation and diligence navigation.
Preferred skills
MBA or CFA certification, Series 79 and Series 63 licenses, advanced Excel and PowerPoint proficiency.
Technologies
Bloomberg, Capital IQ, Microsoft Excel, Microsoft PowerPoint, Word
Responsibilities
Evaluate complex financial models and perform financial analysis; create high-impact presentation materials; supervise Associates and Analysts; manage priorities across multiple high-priority opportunities; interact independently with key constituencies to execute and close transactions; ensure adherence to risk, compliance, and information barrier requirements.
Seniority
Senior, hands-on IC with management responsibilities
