Investment Banking Vice President, ESOP

Work at FMI•Denver, CO

23h

About The Position

FMI Corporation is seeking an experienced investment banking professional to join FMI Capital Advisors, its registered broker/dealer, as a Vice President within its Employee Stock Ownership Plan (ESOP) Advisory practice. The role leads multidisciplinary deal teams, oversees end-to-end transaction execution, and works directly with business owners and their leadership teams. The ideal candidate is collaborative and entrepreneurial, has strong transaction execution skills, and is ready to develop expertise in ESOP transactions, valuation, tax, and structuring concepts. FMI is a consulting and investment banking firm dedicated to the built environment. Its ESOP Advisory team helps owners of construction, engineering, and related businesses transition ownership to employees through an ESOP, supporting succession, cultural continuity, and long-term financial goals. This is a full-time opportunity. Denver, Colorado is the preferred location, but remote work arrangements are possible for the right candidate. The role requires approximately 10–30% travel to client sites and FMI offices as needed. Applicants must be legally authorized to work in the U.S. on a full-time basis; visa sponsorship is not available.

Requirements

Bachelor’s degree required.
5–7 years of investment banking, private equity, corporate development, or transaction advisory experience, or 3+ years post-MBA, with demonstrated progression.
Strong financial modeling, valuation, and analytical skills.
Demonstrated ability to manage complex transactions and lead junior team members in a fast-paced, high-performance environment.
Excellent interpersonal, written, and verbal communication skills.
Eagerness to learn and build technical knowledge in ESOP transactions, valuation, tax, and structuring concepts.

Nice To Haves

MBA or other advanced degree.
Prior ESOP transaction experience.
Familiarity with the construction or engineering sectors.

Responsibilities

Lead or co-lead execution of ESOP advisory mandates, including valuations, capital structure analysis, lender engagement, and documentation through closing.
Support Managing Directors’ business development efforts through prospect research, pitch development, and participation in prospect meetings.
Build strong client relationships and serve as a key point of contact throughout the transaction lifecycle.
Mentor and manage Associates and Analysts across multiple engagements.
Develop thought leadership and represent FMI at industry events, including events focused on employee ownership and succession planning.
Uphold FMI’s Code of Conduct and contribute to practice development and broader firm initiatives.