Experienced Vice President – Investment Banking, Business & Technology Services
On-siteAtlanta, Georgia, United States
Job Summary
Lead day-to-day project management and oversee execution on a range of advisory transactions for private equity and corporate clients. Work with senior professionals to support financial analyses, highlight key takeaways, and review diligence, research, and documentation for potential and live transactions. Anticipate deal challenges in real time, drive creation of strategic frameworks, and actively participate in client meetings and drafting sessions. Build client relationships through dialogue with finance and accounting teams while applying macro factors to client sectors. Oversee on-the-job training, provide constructive feedback to junior teammates, and ensure all activity remains compliant with firm rules. Manage multiple priorities in a high-velocity environment to improve group task efficiency.
Required Qualifications
- Minimum of a Bachelor's degree
- 7 years of experience or an MBA with a minimum of 4+ years of experience in IB
- Sell-side advisory experience, including successful track record of closed M&A transactions
- SIE Exam
- Series 79
- Series 63
- Must be acquired within 150 days of employment
- Currently, this role is expected to be in the Atlanta office at least 4 days per week
Desired Qualifications
- Commitment to meet the demands of high volume and high-end client services
- Capable of balancing and managing multiple priorities simultaneously
- Effective communicator – verbal, written and virtual
- Highly organized project manager capable of thriving in high velocity environments
- Agile leader that can exercise sound judgement under pressure
- Curious and resourceful businessperson with strong understanding of accounting and finance
- Player-Coach mentality with strong desire to mentor and train junior teammates
- Desire to join a rapidly growing, entrepreneurial platform
- Detail-oriented, organized, with initiative and ability to multitask and work as part of a team
- Excellent written and verbal communication skills
- Resourcefulness, intellectual curiosity and enthusiasm
- Demonstrable proficiency with Microsoft Excel, PowerPoint and Outlook
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