Investment Banking Vice President (Software/Tech)

Key Responsibilities

• Speaking with the Directors and Managing Directors to figure out what they want and translate it into achievable tasks.
• Dividing up work between Associates and Analysts and settling disputes and interpersonal conflicts.
• Checking the work product of Associates and Analysts before showing it to the Ds and MDs.
• Speaking with clients and potential buyers, sellers, and investors, and handling deal and process-related requests.
• Developing relationships with new potential clients, at least as the VP becomes more senior and moves toward the SVP / Director level.
• Closely work with senior partners and client’s executive teams
• Provide and or oversee the advisory services provided to clients.
• Oversee transaction execution as well as managing and training associates and analysts
• Maintain existing relationships with clients and build a strong network
• Become the client’s point of contact for any transaction related matters
• Responsible of the oversight for modeling among associates and analysts and assist with any modeling complex transaction scenario.
• Leverage the understanding of sector trends and strategic direction of our clients to win new business
• Develop and deliver presentations in support of new business development

Requirements

• 4 + years M&A experience with a focus in the technology sector coverage (Software)
• MBA or undergraduate degree in Business (Accounting, Finance, Economics) from a top tier schools
• Previous experience leading and managing projects
• Excellent organizational, execution and time management skills
• Team player with competitive drive
• Strong communication and presentation skills and able to work with tight deadlines
• Exceptional critical thinking and problem-solving ability
• Proven quantitative and technical skills Strong knowledge of Excel and PowerPoint
• FINRA Series 63 and 79 registrations.