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Our client is a local advisory firm focused on sell-side M&A and capital raising for lower middle market businesses spanning several different industries. They're currently seeking a VP to join their Investment Banking team.
Responsibilities:
Work with the Principals/Directors of the practice in managing the execution of deals
Lead the development of confidential information memos, pitch books, buyers/investors lists, and financial models
Manage the day to day execution of client transactions including the preparation of materials, buyer/investor outreach, and the transaction diligence process
Actively oversee and review materials, information and correspondence of junior bankers on engagement teams
Interact daily with colleagues, clients, and buyers/investors during engagements to gather necessary information, communicate engagement status, and respond to diligence requests
Help to train and guide junior bankers in deal execution matters
Qualifications:
5 years of sell side Investment Banking experience
Must have exceptional financial modeling and business writing skills
Must have superior communication and clients service skills
Must have a desire to focus on execution of engagements and training of junior bankers
Must be FINRA licensed (Series 63 and the Series 7 or 79)
Full Time
$275k-419k (estimate)
06/02/2024
08/20/2024
veritaspartners.net
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