Investment Banking Vice President

5 - 7 years experience  •  Financial Services

Salary depends on experience
Posted on 11/02/17
Charlotte, NC
5 - 7 years experience
Financial Services
Salary depends on experience
Posted on 11/02/17


The Vice President for investment banking has developed the skills and demonstrated the ability to mentor junior bankers, manage projects to a successful conclusion, the initiative to assist in the solicitation of new business and the capacity for managing multiple client relationships.


  • Manage a diversity of investment banking projects on a growing platform.
  • Manage and organize project teams, provide relevant performance feedback and mentor junior bankers.
  • Plan, target and assess new business opportunities, as well as follow up and periodic contact with key industry participants.
  • Be active in working with firm professionals to identify mutual calling opportunities among investment banking clients and prospects.
  • Conceptualize opportunities, analyze accurately all ramifications and sell the idea and convert it into a quality, completed project.
  • Understand the operations of client's business and lead all phases of the due diligence process.
  • Gain client senior banker confidence.
  • Have complete working knowledge of significant tax, legal and financialreporting matters to support client projects.
  • Understand firm’s software, databases and other data sources and ensure that they are being used effectively.
  • Insure complete accuracy and professional quality on all written documents.


  • 6+ years of relevant transaction experience of working on a wide array of investment banking projects including due diligence, mergers, acquisitions, private placements and financial advisory roles required.
  • BS required, MBA highly preferred, but similar professional experience will be considered.
  • Maturity and experience working in a demanding environment with highly motivated and driven professionals preferred.
  • Proven leadership skills and ability to handle projects with multiple work-streams and success over a wide variety of functional business problems required
  • Excellent presentation skills, including strong oral and writing capabilities required
  • Ability to clearly communicate compelling messages to senior managers and external business partners preferred

Requisition ID 2017-4849

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