VP of Investment Banking
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Job Description
We are looking for a VP of Investment Banking to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below.
Position Summary
Our client is hiring a VP of Investment Banking (Hybrid – Cleveland, OH) to oversee mergers and acquisitions, valuations, due diligence, and financial modeling. This role requires strong investment banking background and experience managing both buy-side and sell-side processes. The VP will work directly with executive teams, private equity firms, and corporate clients on complex transactions.
Primary Responsibilities
- Lead deal execution for M&A transactions, providing strategic guidance and financial analysis
- Manage due diligence, quality of earnings review, and transaction documentation
- Build and review financial models, valuation analyses, and market research
- Partner with executives and finance leaders throughout the transaction lifecycle
- Support the development of pitch materials, proposals, and strategic presentations
- Manage communication, data room setup, and coordination between client teams, legal counsel, and third parties
- Oversee junior team members and ensure high-quality deliverables
Qualifications
- Significant experience in investment banking, M&A, or transaction advisory
- CPA required
- Strong understanding of financial reporting, valuation techniques, and deal structures
- Experience managing both buy-side and sell-side engagements
- Ability to present to senior executives and facilitate high-level discussions
- Strong organizational skills and ability to manage multiple active transactions
What Our Client Offers
- Competitive salary, bonus incentives, and executive-level benefits
- Exposure to high-profile transactions within a respected financial organization
- A leadership role with influence over firm-wide deal strategy and client engagement