Vice President of Investment Banking

3 days ago


Palo Alto, California, United States National Black MBA Association Full time
Job Title: Vice President

We are seeking a highly skilled and experienced Vice President to join our Investment Banking team. As a key member of our team, you will be responsible for supporting the origination and execution of investment banking transaction mandates for large-cap corporate clients in the software and internet sector.

Key Responsibilities:
  • Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the software and internet sector.
  • Collaborate with junior investment bankers, including analysts and associates, and liaise with other internal and external parties on client coverage, origination, and transaction execution.
  • Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
  • Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
  • Support internal transaction and capital commitment committee processes, including Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
  • Prepare industry analysis for clients to support their strategic positioning and help them explore strategic alternatives.
  • Conduct due diligence and prepare materials for clients in connection with M&A transactions, equity, and debt offerings.
  • Prepare client presentation materials, internal approval memos, and marketing documents, such as roadshow materials, confidential information memorandums, and rating agency presentations, to execute transactions.
  • Conduct research using FactSet, Capital IQ, Bloomberg, and PitchBook to analyze market data and competitive dynamics.
Requirements:
  • Master's degree or equivalent in Business Administration, Finance, Economics, or related field.
  • 3 years of experience in the job offered or a related Finance occupation.
  • Must include 3 years of experience in each of the following:
    • Global bank/bulge bracket investment banking transactions within the Technology sector specifically in Software and Enterprise tech.
    • Preparing financial analysis for companies globally, including detailed valuation analysis, LBO analysis, discounted cash flow, accretion and dilution, M&A and IPO pro forma analysis, comparative company analysis, and sum of the parts analysis.
    • Conducting due diligence and preparing materials for clients in connection with M&A transactions, equity, and debt offerings.
    • Preparing client presentation materials, internal approval memos, and marketing documents, such as roadshow materials, confidential information memorandums, and rating agency presentations, to execute transactions.
    • Conducting research using FactSet, Capital IQ, Bloomberg, and PitchBook to analyze market data and competitive dynamics.
  • In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
  • Up to 25% domestic and international travel, as necessary.

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.



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