Investment Banking Vice President

Posted 6 Days Ago
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Remote
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
The Role
The Investment Banking Vice President will support M&A transaction execution, prepare confidential information memos and presentations, develop complex financial models, and conduct in-depth research while mentoring junior associates and aiding in deal origination.
Summary Generated by Built In

At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Wipfli Corpor ate Finance Advisors, LLC is looking for a talented and highly-motivated Vice President to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.
Responsibilities:

  • Support investment banking team on the execution of M&A transactions .
  • Assist in preparation of confidential information memos, pitch materials, and presentations .
  • Develop and maintain complex financial models to perform various financial and valuation analyses .
  • Conduct comprehensive and in-depth company and industry research.
  • Provide mentoring to junior associates, offering guidance and support in various tasks and career goals.
  • Play a key role in supporting origination, opportunity evaluation, and deal execution .
  • Occasional travel, 35%.


Qualifications:

  • Bachelor's degree required with a major in business, finance, accounting, or economics preferred.
  • Minimum of 5 years of previous experience in investment banking.
  • SIE Exam, Series 79, and Series 63 licenses required.
  • Quantitative and data-based skills, including experience in valuation and financial modeling.
  • Experience providing constructive feedback and guidance.
  • Ability to learn quickly and ability to manage several projects at once.
  • Must reside in or around the Twin Cities and able to commute to the office.
  • Willing to maintain a hybrid schedule of at least 4 days in office.


Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected].
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The Company
Oakland, CA
3,000 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli Digital offers more than digital solutions.

We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.

Why Work With Us

At Wipfli, people count.

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

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Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
Oakland, CA

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