VP Investment Banking

CSP's Real Estate & Financial Services practice is partnering with a rapidly growing middle market focused investment bank in need of a Vice President, Investment Banking.

Our client delivers M&A advisory services to businesses throughout their entire lifecycle, and this position primarily focuses on healthy businesses within the sell-side M&A space.

Responsibilities:
Collaborate with Principals/Directors to manage the execution of deals.
Lead the development of confidential information memorandums, pitch books, buyer/investor lists, and financial models.
Oversee the day-to-day execution of client transactions, including material preparation, buyer/investor outreach, and transaction diligence.
Review materials, information, and correspondence prepared by junior bankers on engagement teams.
Interact daily with colleagues, clients, and buyers/investors to gather necessary information, communicate engagement status, and respond to diligence requests.
Assist other VPs and Directors in assessing and assigning appropriate staffing levels across the group for all engagements.
Mentor and guide junior bankers in deal execution matters.

Qualifications:
5-8 years of sell-side Investment Banking experience.
Exceptional financial modeling and business writing skills.
Superior communication and client service skills.
Strong desire to focus on engagement execution and training of junior bankers.
Must be FINRA licensed (Series 63 and Series 7 or 79).
Authorized to work in the United States without visa sponsorship.
Availability to work in the office 5 days a week.

For more information, please contact Real Estate & Financial Services Practice at

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