Investment Banking - Technology - Vice President 1

DC Advisory•San Francisco, CA

2d•Onsite

About The Position

DC Advisory is seeking an experienced Technology Vice President (VP) with relevant background in Technology. The VP will be a key part of DC Advisory’s fast-growing team, contributing to all group-related matters from client engagements to team development and career building. VPs are expected to play a critical role on transaction teams and make a positive impact for clients. The firm partners with employees to advance individual career goals, providing transparent feedback to foster personal and professional growth. The VP will lead junior bankers on transaction execution teams, acting as a daily trainer and mentor. Responsibilities include deal process management, resource management, reviewing and overseeing materials and work product development, and serving as the client liaison for daily needs. The VP will also contribute to business development efforts, including idea generation, identifying industry themes, drafting thought pieces, and outbound prospect calling.

Requirements

Demonstrates proficiency in managing the investment banking transaction processes and using appropriate judgment at all times
Prior experience strongly preferred
Bachelor’s Degree required
Minimum of 6 years of prior investment banking or equivalent M&A experience
SIE Exam, Series 79 and Series 63 required

Nice To Haves

MBA preferred

Responsibilities

Lead day-to-day transaction execution across all mandate types
Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings
Liaise with clients and prospective clients through both engaged transactions and in business development marketing situations
Participate in client meetings and drafting sessions which may include management presentations and facilitated sessions with finance professionals, CEOs, Board Members, Financial Sponsors, and other leadership positions
Support the execution of strategic initiatives in collaboration with internal and external stakeholders
Provide oversight, mentorship and training to junior investment bankers on a daily basis
Oversee the creation of various financial models and analyses from the ground up with minimal direction
Serve as role model to junior bankers by identifying training and learning opportunities as well as monitoring work quality
Participate in the junior banker talent management programs – hiring, selection and training