Vice President Investment Banking

Options Group; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Strong mentorship

Job summary

A leading investment banking firm seeks an experienced Investment Banking Senior Analyst or IB Associate to join their Industrials team in Charlotte, NC. This role offers significant responsibility and exposure to complex M&A transactions. Ideal candidates will have 2–4 years of investment banking experience, strong analytical skills, and the ability to manage client relationships. Enjoy a collaborative culture with mentorship and competitive compensation. This position is ideal for those who thrive in a fast-paced environment.

Qualifications

• 2–4 years of investment banking experience, ideally with a focus on M&A.
• Strong analytical, valuation, and financial modeling capabilities.
• Exceptional communication and presentation skills.

Responsibilities

• Execute sell-side M&A transactions for Industrial Distribution companies.
• Manage due diligence, valuation, modeling, and client deliverables.
• Support business development initiatives alongside senior team members.

Skills

Analytical skills

Valuation capabilities

Financial modeling

Communication skills

Client relationship management

Entrepreneurial mindset

Education

Bachelor’s degree in Finance, Economics, or related discipline

Job description

IB Sr. Analyst or Associate – Industrials Investment Banking (M&A)

Location: Charlotte, NC

The Opportunity

Our client, a rapidly expanding investment banking platform, is seeking a Investment Banking Senior Analyst or IB Associate to join its Industrials Coverage team in their Charlotte, NC office. This is a high-impact role offering immediate exposure to complex Industrial M&A transactions and direct collaboration with senior bankers across the firm.

About the Firm

For more 100 years, our client has earned a strong reputation as a trusted, independent advisor, providing premier M&A and Private Capital Markets advisory to companies across more than 20 sectors. The firm combines the expertise and rigor of a global institution with the agility and entrepreneurial culture of a boutique. With more than 500 bankers, the firm has a unique culture of entrepreneurs and high class individuals.

What You’ll Do

• Execute sell-side M&A transactions for leading and emerging Industrial Distribution companies & Brands.
• Manage key workstreams including due diligence, valuation, modeling, and client deliverables.
• Support business development initiatives and pitch execution alongside senior team members.
• Interface directly with clients and investors throughout all phases of the transaction process.

What You Bring

• 2–4 years of investment banking experience, ideally with a focus on M&A, across any sector.
• Strong analytical, valuation, and financial modeling capabilities.
• Exceptional communication and presentation skills, with the ability to manage client relationships confidently.
• A proactive, entrepreneurial mindset and the ability to excel in a lean, fast-paced environment.
• Bachelor’s degree in Finance, Economics, or a related discipline.

Why This Firm

• Meaningful responsibility and direct exposure to senior leadership from day one.
• Collaborative culture with strong mentorship and professional growth opportunities.
• Competitive compensation and clear upward mobility.