NextGen Capital is always interested in talking to highly motivated financial professionals with existing experience in investment banking, private equity, and multi-family office services. We offer a dynamic, growth oriented and challenging work environment as well as comprehensive employee benefits that include health insurance, paid time off, and 401(k) retirement savings.
Investment Banking Vice President
We are seeking a highly motivated Vice President to join our investment banking teams in either Atlanta or Los Angeles (Orange County). The ideal candidate will have strong technical skills, solid M&A and capital raising experience, proven networking skills and track record of originating, structuring, and executing new business opportunities with middle market clients.
Responsibilities
- Manage full deal process including client management and working with client advisors; performing complex financial modeling and valuation; collecting and assessing due diligence; and producing pitches, target lists, and other documents for successful marketing and execution of deals.
- Work closely with senior banking professionals, product specialists, clients, and other internal and external constituencies for transaction execution and new business development.
- Overall project management including presenting analyses and conclusions internally to review committees and externally to senior management and advisors of clients.
- Lead due diligence meetings and direct efforts of junior staff (associates, analysts, interns, etc.) including assigning tasks and overseeing their day-to-day work.
- Ensuring quality of client and target deliverables with a strong attention to detail.
- Communicating regulatory requirements, financial information and complex strategic issues in a clear, concise, and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Collaborate internally to build long term equitable relationships with clients utilizing NextGen’s capital markets, family office, and direct investment platforms.
- Market NextGen services, develop client networks, and support firm efforts in the development and execution of sales and marketing strategies.
- Assist in the generation of ideas and marketing initiatives as well as strategies for new business acquisition and developing revenue producing relationships.
Qualifications
- 7+ years total work experience; 5+ years of M&A experience and with multiple middle-market deal executions
- MBA highly preferred; CFA or CPA favorable
- Undergraduate degree from an accredited university (ideally in accounting, finance or economics)
- FINRA Series 7 & 63 certified
- In-depth knowledge of and experience in mergers & acquisitions, industry sectors, and ancillary investment banking and financial products
- Must have strong knowledge of accounting and applied financial theory involved in the execution of M&A and equity/debt capital markets transactions (working capital adjustment analysis, purchase price allocation and analyses, goodwill impairment issues, etc.)
- Advanced skills in financial analysis and valuation (e.g. cash flow modeling; asset, equity and debt valuations, etc.), industry research and assessment, and client relationship management
- Demonstrated ability to conduct diligence and build relationships with management teams
- Ability to make effective decisions by analyzing information and considering priorities
- Proven skills in overall project management, leadership and relationship management
- Strong business development skills
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