Vice President


Job Description

The vice-president will lead a team of associates and analysts, lead daily client contact, establish internal and external deliverable deadlines, and ensure that transactions are executed on a timely basis and in a quality manner. 

Your work will include, but not be limited to:

  • Communicating big picture client strategy
  • Leveraging an understanding of process and relationships to optimize transactions
  • Participating in proposals and management presentations
  • Assuming "ownership" of confidential offering documents and management presentations, including writing critical portions of the document or reviewing/editing content written by others
  • Performing quality review of project deliverables
  • Supporting negotiation activities
  • Serving as a mentor to develop appropriate skills through on-the-job and formalized training programs
  • Engaging in business development activities


  • Bachelor's degree in accounting or finance; MBA preferred
  • At least four years of investment banking experience serving the lower middle and middle market segments of the M&A industry

The qualifications

  • Strong quantitative foundation (e.g., financial modeling, valuation) with the ability to develop and communicate clear and concise conclusions from detailed analysis
  • Well-developed interpersonal and communications skills
  • Strong business writing skills, including grammar, style, and the ability to develop effective documents
  • Proven project management and leadership skills
  • Awareness of developments in financial and business markets

Job Requirements