5-7 years of experience in Investment Banking or equivalent, preferably with asset and wealth management clients
Strong analytical and presentation skills
In-depth knowledge of accounting, corporate finance, and valuation
Familiarity with asset and wealth management business models and fund mechanics
Proven ability to manage transaction execution and supervise junior team members
Ability to thrive under pressure and meet tight deadlines
Exceptional skills in Microsoft Excel and PowerPoint, with strong financial modeling expertise
Undergraduate degree in finance, business, accounting, economics, or mathematics preferred
Responsibilities
Manage day-to-day execution of M&A and financial advisory assignments
Lead financial analysis, valuation, and modeling for asset and wealth management businesses
Evaluate strategic alternatives and analyze investment portfolios
Prepare and review client presentations and transaction materials
Oversee transaction processes, including due diligence and coordination with clients
Supervise and develop junior bankers, ensuring quality of their work
Support senior bankers in client coverage and business development
Benefits
Opportunity to work on high-profile M&A and advisory assignments
Engagement with senior bankers and direct client interaction
Development of leadership skills through managing junior team members
Exposure to a variety of financial institutions and asset management models
Dynamic work environment in a leading financial institution
Full Job Description
The Opportunity:
We are seeking an experienced Vice President to join our Financial Institutions Group (FIG) team in New York, with a focus on the asset and wealth management sectors. You will be a core member of transaction teams, leading financial analysis and day-to-day execution while helping senior bankers develop ideas and engage with clients. This role offers the opportunity to work on M&A, corporate finance and strategic advisory assignments involving traditional and alternative asset management and wealth management firms. You will translate sector research and financial analyses into valuation work, transaction materials and client recommendations, while managing junior bankers and working directly with senior bankers, clients and other advisors. To learn more about our recent work, please visit: recent transactions.
Key responsibilities include:
Managing the day-to-day execution of M&A and other financial advisory assignments, working closely with senior bankers and clients
Leading financial analysis, valuation and modeling of asset and wealth management businesses and reviewing the work of junior team members
Evaluating strategic alternatives and supporting analysis of investment portfolios and complex assets, as relevant to client assignments
Preparing and reviewing client presentations, transaction materials and industry analyses
Managing transaction processes, including due diligence, coordination with clients and other advisors, and execution timelines
Supervising and developing junior bankers while ensuring the accuracy and quality of their work
Supporting senior bankers in client coverage and business development
A sophisticated level of interpersonal skill is required, including the ability to communicate complex financial analyses clearly and exercise sound judgment in interactions with senior bankers and clients.
Ideal candidates must also possess:
Excellent analytical and presentation skills
Strong knowledge of accounting, corporate finance and valuation; ability to analyze and value asset and wealth management businesses
Experience in Investment Banking (corporate finance/M&A) or equivalent, with experience advising asset and wealth management or other financial institutions clients preferred
Knowledge of asset and wealth management business models, including fund model / waterfall mechanics
Demonstrated ability to manage transaction execution and supervise junior team members
A drive for results, and ability to perform well under pressure and against tight deadlines
Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
Strong multi-tasking skills and attention to detail
Exceptional Microsoft Office suite skills, particularly Excel and PowerPoint, and strong financial modeling skills
Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
