Vice President
Roadmap Advisors is looking for a highly motivated mid-career deal professionals to help “quarterback” transactions from start to close. The VP or Principal should be capable of leading all stages of the investment banking process, including sourcing new clients, negotiating engagements, developing strategies on behalf of our clients, running due diligence, and leading transactions to closing with limited guidance from firm partners.
Responsibilities
- Lead investment banking transactions
- Guide, teach and inspire a team of analysts, associates and interns
- Act as a public representative of the firm in front of current and prospective clients
- Manage team time, budgets and priorities to maximize firm resources
- Lead team of analysts and associates in developing financial analyses, presentations and memos
- Exude a “client comes first” attitude in all aspects of the job
- Develop relationships with senior executives, advisory board members, other deal professionals and prospective clients to uncover new opportunities for the firm
- Manage deal pipeline, owning responsibility for both new client outreach and current client success
Qualifications
- Outstanding writing and communication skills, with an ability to analyze and identify arguments and real-time decisions in consequential situations
- Expert analytical & financial modeling skills, with experience training junior staff in factors that affect companies’ financial performance
- Exemplary work ethic, with desire to create value and advance one’s career to a senior leadership role
- Experience in all aspects of investment banking transactions, with track record of sourcing, executing and closing a variety of deals
- Highly organized, extremely detail-oriented, proactive, and energetic
- Less than 15 years of total work experience, with 5-10 years of finance experience
- CFA, MBA or other masters degree is preferred, but not required
- Expected to already hold or pass relevant FINRA qualification exams