Oversee the financial aspects of trading activities ensuring accuracy and compliance. Collaborate with trading teams and provide insights into trading performance.
About the role
- Vice President leading special situations investment banking at Capstone Partners in various complex transaction environments. Engaging in client relationships and team management as part of a robust advisory service.
Responsibilities
- Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
- Prepare and analyze historical and projected financial information
- Coordinate and perform business due diligence
- Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
- Value companies and businesses
- Assist in initiating and extending group marketing and client development efforts
- Assist in the marketing and planning of engagements
- Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
- Supervise and manage activities of junior professionals
- Performs other duties as assigned.
Requirements
- Bachelor’s degree, preferably in accounting, finance, or related discipline (MBA in Finance or Accounting preferred)
- 4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
- The ability to work independently in a fast-paced environment
- Proven deal execution experience in special situations/restructuring transactions
- Experience managing and training junior special situations professionals
- Demonstrable experience in leading discussions with senior client executives and target management
- Excellent analytical skills and ability to develop and maintain financial models using Excel
- Motivated, creative, outgoing and possess strong skills in financial analysis
- Strong knowledge of accounting and applied financial theory
- Excellent verbal and written communication skills
- FINRA Series 79 and 63 licenses (63 where required by state)
- Willingness to travel
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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