New Career Opportunity: Vice President, Investment Banking (Southwest)

Posted by Steve Flynn on 5/4/18 7:32 AM

Our client is looking for a Vice President to join their team in its Southwest office. Our client is an investment bank focused on providing premier financial and strategic advisory services to middle market companies across a broad spectrum of industries. Founded in 2003, the firm provides top-tier, major-market investment banking experience and senior management expertise to successful, growing businesses and entrepreneurs throughout North America. Our service offering includes M&A advisory, capital raising, debt re-structuring, fairness opinions and business valuations. We pride ourselves on consistently delivering to our clients the expertise and capabilities of a large investment banking firm with the energy, focused attention and flexibility of a small entrepreneurial firm.

If you are interested in applying, please visit job #276 on our careers website.

Key Responsibilities
The Vice President will be responsible for the following duties:

  • Participate in the origination and execution of capital raise and M&A transactions, strategic advisory work, and valuations
  • Presentations, analysis and administrative tasks not performed by junior staff.  Presentation work involves compiling and writing various PowerPoint presentations including marketing documents (“Pitchbooks”) and documents for live transactions   
  • Financial modeling including DCF, LBO, and comparable analysis not performed by junior staff and the supervision of its creation.
  • Writing Confidential Information Memoranda (“CIMs”) including composition of text and the assessment of supportive research related to company, competitor, and industry information to be incorporated.
  • Any administrative work not performed by the Office Manager or Junior staff, such as scheduling and setting up conference calls and meetings, making travel arrangements, organizing events, etc.
  • Participate in the marketing of our client to new company prospects, company owners, and referral sources
  • Researching prospective companies, soliciting meetings and calls, attending trade shows and events, obtaining contact information, managing published firm research material such as the Annual Deal Survey, etc.
  • Pursue the development of relationships which may result in client growth
  • Perform the duties of a Managing Director when they are unavailable
  • Participate in the overall growth of our client
  • Recruit new team members, manage junior staff, represent our client at marketing functions, create systems and processes to support and contribute to the company’s growth

Preferred Degrees:

  • Bachelor of Science
  • Bachelor of Arts
  • Bachelor of Business Administration
  • Master of Business Administration

Preferred Certifications:

  • N/A
Preferred Work Status:
  • U.S. Citizen
  • U.S. Permanent Resident (Green Card Holder)
Willingness to Travel:
  • Yes
Carried Interest:
  • No
Stock Options:
  • No

If you are interested in learning more or applying, please visit job #276 on our careers website, or contact Steve Flynn at

Apply: Vice President

Tags: Careers