Vice President, Investment Banking // Industrials Mergers & Acquisitions (M&A)

Responsibilities

• Work with the Portage Point team (Associates to Managing Directors) to execute all deliverables necessary to consummate transactions for our middle-market clients primarily on domestic and cross-border M&A transactions
• Play an integral role on IB teams, provide execution support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, private placements and other financial advisory services for clients
• Lead the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation
• Create and present internal and external client deliverables
• Support the creation of client marketing materials (Teasers, Confidential Information Presentations, Management Presentations, etc.) to be distributed to prospective investors
• Aid with the management of, and compliance with, all administrative standard operating procedures associated with a transaction
• Provide coaching and mentorship to junior team members
• Lead internal trainings and best practice sharing
• Support business development and client relationship efforts
• Support talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree from a top undergraduate program
• Located or willing to relocate to Atlanta, Chicago, Dallas, Los Angeles, New York or Philadelphia
• Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
• Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred
• Five plus years of Industrials experience
• Strong financial modeling skills and an excellent grasp of corporate finance and valuation methodologies including DCF, LBO, merger modeling, trading and transaction comparables
• Series 79 and 63 licensing preferred or the ability to obtain within 120 days of employment
• Strong executive presence and communication skills
• Proven ability to thrive in lean, fast-moving teams…