VP/Director Investment Banking

3 days ago


new york city ridgewood, United States The DAK Group Full time

Job Summary:

The DAK Group is seeking a highly skilled and experienced Director/Vice President to join our Investment Banking team. As a key member of our team, you will be responsible for leading the execution of middle-market M&A transactions, providing strategic advice to clients, and managing client relationships.

Key Responsibilities:

  • Deal Execution and Financial Analysis:
    • Lead the day-to-day execution of M&A transactions, including buy and sell-side mergers, acquisitions, divestitures, joint ventures, and capital raises.
    • Conduct thorough financial analyses, including valuation modeling, financial statement analysis, and due diligence, to assess the feasibility and potential impact of proposed transactions.
    • Manage market sale processes, due diligence, client meetings, financial models, and management presentations.
    • Create pitch materials and presentations.
    • Participate in presentations to clients.
    • Develop market and competitor research, growth opportunities and key investment needs.
    • Provide strategic advice to clients on deal structures, pricing, and negotiation tactics to optimize transaction outcomes.
    • Support senior dealmakers throughout all phases of transactions.
    • Lead Analyst and Associate execution teams.
  • Client Relationship Management:
    • Serve as the primary day-to-day point of contact and trusted advisor for DAK's clients throughout the deal process.
    • Understand clients' industries and market trends to tailor solutions that align with their long-term objectives.
    • Foster and maintain strong client relationships to generate repeat business and referrals.
  • Team Leadership and Coordination:
    • Oversee and collaborate with cross-functional teams, including analysts, associates, and other support staff as well as external attorneys, accountants and other advisors to ensure the seamless execution of transactions.
    • Provide guidance, mentoring, and feedback to junior team members to facilitate their professional growth and development.

Requirements:

  • Bachelor's degree in finance, business, economics, or a related field. An advanced degree or CFA or CPA (e.g., MBA) is preferred.
  • 5+ years of progressive experience successfully executing middle-market M&A transactions within an investment banking, corporate development or corporate finance setting.
  • Proven financial modeling skills with high analytic and critical thinking ability.
  • Self-motivated, highly focused and a high level of attention to detail.
  • Precise written and verbal communication and the ability to communicate in a transparent and honest manner directly with clients.
  • Working proficiency in Excel and related programs.
  • Effective team management and leadership skills.
  • Ability to thrive in a fast-paced environment and meet tight deadlines.
  • Strong working knowledge of Excel, PowerPoint and other relevant software and platforms.

About The DAK Group:

The DAK Group is an equal-opportunity employer and values diversity, equity, and inclusion in the workplace. We believe that individuals with disabilities have reasonable accommodations available to participate in the job application or interview process, to perform essential job functions, and receive other benefits and privileges of employment.



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