What are the responsibilities and job description for the Vice President, Investment Banking position at MarshBerry?
**Vice President of Financial Advisory**
We are seeking a seasoned professional to lead our Financial Advisory Team as Vice President. This role will be based in one of our offices: Beachwood OH, Grandville MI, New York NY, or Dana Point CA.
The successful candidate will be responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring effective delivery of MarshBerry services. Key responsibilities include:
- Managing both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, and deal structuring and negotiations.
- Developing strategies to enhance client satisfaction, company market share, revenue growth, and profitability.
- Servicing existing relationships with clients, vendors, and other business unit leaders to ensure client retention and provide high-level service.
- Leading team members, managing priorities, providing feedback, and conducting performance management reviews.
The ideal candidate will have 6-10 years of experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. A Master's degree and/or Juris Doctor is a plus. Strong analytical, problem-solving skills, and proficiency with technology are required.
About Us
MarshBerry practices The Collaborative Way, which encourages employees to adhere to five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We strive to foster an environment of Diversity, Equity, and Inclusion, promoting a welcoming and inclusive environment for all.
We offer innovative and customized solutions to our clients in the financial services industry, building trusted advisor relationships. Our mission is to help clients learn, improve, and realize their value. Join us in making a difference in the industry!
Mandatory qualifications include:
- Bachelor's degree in Finance, Accounting, or Business Management.
- Additional Professional Designations or Certifications desired, such as CPA, CVA, CPCU, and/or AM&AA.
We are an equal opportunity employer committed to fostering an inclusive environment. If you're passionate about delivering exceptional results and building strong relationships, we'd love to hear from you!
