Vice President, Investment Banking - Financial Sponsors
About The Position
The Vice President, Investment Banking provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions. Develops transaction ideas and discusses appropriate context with senior coverage team members. Develops revenue in all product areas and executes transactions. Demonstrates relevant market / industry / product knowledge. Structures/delivers high impact presentations. Maintains client relationships and keeps them informed as deals progress. Keeps more senior M&A and coverage officers informed as deals progress/issues arise. Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.). Liaises with clients primarily at CEO and CFO level. Executes on deals, generating or contributing to increases in revenue levels. Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential. Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. Maintains confidentiality of client information. Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products. Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required). Liaises and maintains client relationships. Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge.
Requirements
- Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics
- Series 7, 79 and 63
- 5-7 Years of related experience
Responsibilities
- Develops transaction ideas and discusses appropriate context with senior coverage team members
- Develops revenue in all product areas and executes transactions
- Demonstrates relevant market / industry / product knowledge
- Structures/delivers high impact presentations
- Maintains client relationships and keeps them informed as deals progress
- Keeps more senior M&A and coverage officers informed as deals progress/issues arise
- Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)
- Liaises with clients primarily at CEO and CFO level
- Executes on deals, generating or contributing to increases in revenue levels
- Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential
- Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
- Maintains confidentiality of client information
- Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products
- Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)
- Liaises and maintains client relationships
- Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development
- reward and recognition
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
101-250 employees
