General Information
Name: Consulting - Capital Advisors - Vice President - Investment Banking
Posting Title: Investment Banking Vice President | Capital Advisors
Ref #: 2233026
Date Published: Friday, July 12, 2024
City: Charlotte
State: North Carolina
Country: United States
Job Category: Capital Advisors
Office: Capital Advisors (Forvis)
Advertised Location: US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-TX-Houston, US-VA-Tysons
Working Time: Full Time
Description & Requirements
Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking a Vice President to join the investment banking team. In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, relationship management, and initial development of origination capabilities and contacts. The ideal candidate will have a background of high-quality engagement execution, demonstrate marketing skills, and develop a referral network. This position represents a significant career opportunity for the right individual.
Forvis Mazars Capital Advisors' leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.
What You Will Do:
- Support and manage investment banking transactions - Prepare marketing materials including executive summary, confidential memorandums, financial modeling, and provide transaction marketing support for merger & acquisition, debt and equity financing, company divestitures, and strategic options analysis engagements.
- Client/Prospect Interaction - Begin developing internal and external relationships to source corporate finance transactions, prepare and deliver client/prospect presentations, work closely with the Managing Directors and local LLP partner/managers and initiatives groups in developing client relationships and marketing strategies.
- Marketing Support - Prepare and execute business development strategies including participating in corporate finance-related industry conferences and public speaking opportunities, assist in developing articles, marketing letters, news releases, and other avenues to generate exposure and build brand.
Minimum Qualifications:
- Bachelor's or Master's degree in finance, Accounting or Economics or an MBA required.
- The FINRA Series 63 and 79.
- Experience in industries such as manufacturing, distribution, business services, healthcare, food & beverage, construction/infrastructure services, technology, and/or energy is strongly preferred.
- Thorough understanding of capital advisory services and the M&A process, sell-side and buy-side representation, debt/equity/distressed restructurings, creating buyer/seller strategies, deal structuring, and negotiation.
- Previous success and proven history of closing investment banking transactions (book of business contacts) and developing engagement sourcing skills.
- Deep understanding of the capital marketplace, including deal multiples, pricing, structure, potential financing sources and buyers, and an ability to develop capital-raising strategies and execute upon those strategies.
- Significant client interaction and experience, particularly showing the ability to develop strong and influential client relationships.
- Travel required (up to 30 percent).
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