The Vice President (VP) is primarily responsible for managing the execution of M&A, private placements, and capital raising transactions. This role serves as the main point of coordination for transaction processes, client relationships during live deals, and overseeing internal deal teams. While providing support in select origination activities, the VPs core focus is to ensure quality and effective collaboration. Additionally, the VP will mentor Associates and Analysts, supporting team development and efficiency.

Key Responsibilities:

1. Transaction Execution Leadership
   Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.
2. Client Relationship Management
   Maintain strong working relationships with clients and support senior leadership throughout the deal lifecycle.
3. Financial Analysis and Valuation Oversight
   Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.
4. Team Management and Development
   Mentor and support Associates and Analysts, ensuring high performance, technical accuracy, and professional growth within the team.
5. Review of Client Materials
   Oversee the preparation and finalization of pitchbooks, Confidential Information Memorandums (CIMs), management presentations, and transaction documents.
6. Cross-Functional Coordination
   Manage collaboration across legal, financial, and internal teams to ensure smooth execution and resolve transaction-related challenges effectively.
7. Support Business Development Initiatives
   Assist senior leadership with select origination efforts, including opportunity evaluation and participation in strategic client discussions.

Supervisory Responsibilities:

Support the development of junior staff and provide feedback on performance in coordination with senior leadership.

Qualifications:

Education:

• Bachelors degree in Finance, Economics, Accounting, or related field required.
  
• MBA or relevant advanced degree preferred.

Experience:

• Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution.
  
• Proven track record in managing M&A deals, private placements, and capital raising transactions.
  
• Experience mentoring junior team members.

Technical Skills:

• Advanced financial modeling and valuation expertise (Excel).
  
• Strong proficiency in PowerPoint for client-facing materials.
  
• Familiarity with financial databases
  
• Deep understanding of deal structuring, transaction processes, and regulatory considerations.

Certifications/Licensure:

FINRA SIE, Series 63 and 79