Investment Banking - Technology - Vice President 1

DC Advisory; San Francisco (CA); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Commuter Benefits

Disability Insurance

401(K)

Pet Insurance

Job summary

DC Advisory is seeking an experienced Technology Vice President to join our San Francisco team. The VP will lead day-to-day transaction execution, oversee deal assignments, and mentor junior bankers on client engagements and market activities.

The role includes supervising financial modeling, drafting materials, supporting business development, and ensuring high-quality deliverables while fostering staff development and career growth.

Qualifications

• Minimum of 6 years of prior investment banking or equivalent M&A experience.
• Bachelor’s Degree required / MBA preferred.
• SIE Exam, Series 79 and Series 63 required.

Responsibilities

• Lead day-to-day transaction execution across all mandate types.
• Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings.
• Liaise with clients and prospective clients through both engaged transactions and in business development marketing situations.
• Participate in client meetings and drafting sessions which may include management presentations and facilitated sessions with finance professionals, CEOs, Board Members, Financial Sponsors, and other leadership positions.
• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Provide oversight, mentorship and training to junior investment bankers on a daily basis.
• Oversee the creation of various financial models and analyses from the ground up with minimal direction.
• Serve as role model to junior bankers by identifying training and learning opportunities as well as monitoring work quality.
• Participate in the junior banker talent management programs – hiring, selection and training

Skills

Investment banking experience

Leadership

Mentorship

Client management

Education

Bachelor’s Degree

MBA

Tools

Financial modeling

Job description

DC Advisory is an international investment bank with more than 750+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advisory services for M&A, and private capital transactions.

At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect.

The Role

DC Advisory is currently seeking an experienced Technology Vice President (VP) with relevant background working in Technology. The VP will be an integral part of DC Advisory’s fast-growing team across all group-related matters from client engagements to team development and career building.

VPs are expected to play a critical roleontransaction teams and make a positive impactforour clients. We partner with our employees to advanceeach individual’sunique career goals while providing consistent transparent feedback fostering personal and professional growth.

The VP willbe responsible forleading junior bankers on transaction execution teams while acting as a daily trainer and mentor to staff. This includes deal process management, resource management, review and provide oversight on materials and work productdevelopment, andwill also serve as theclientliaison for day-to-day needs.

The VP will also be a key contributor to business development efforts that include idea generation and development,identifyingkey industry themes, drafting industry thought pieces, outbound prospect callingeffortsand other related marketing activities.

Summary of Core Responsibilities:

• Lead day-to-day transaction execution across all mandate types

• Lead a range of deal assignments including pitch and marketing materials, banker due diligence, client marketing materials development, industry research, financial modeling, and lead various in person client meetings

• Liaise with clients and prospective clients through both engaged transactions and in business development marketing situations

• Participate in client meetings and drafting sessions which may include management presentations andfacilitatedsessions with finance professionals, CEOs, Board Members, Financial Sponsors, and other leadership positions.

• Support the execution of strategic initiatives in collaboration with internal and external stakeholders

• Provide oversight,mentorshipand training to junior investment bankerson a daily basis

• Oversee the creation of various financial models and analyses from the ground up with minimal direction

• Serve as role model to junior bankers byidentifyingtraining and learning opportunities as well as monitoring work quality

• Participate in the junior banker talent management programs – hiring,selectionand training

Qualifications

• Demonstratesproficiencyin managing the investment banking transaction processes andusing appropriate judgment at all times

• Prior experience strongly preferred

• Bachelor’s Degree required / MBA preferred

• Minimum of 6 years of prior investment banking or equivalent M&A experience

• SIE Exam, Series79and Series 63required

• Base Salary: $250,000 + annual discretionary bonus

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Commuter Benefits

• Disability Insurance

• 401(K)

• Pet Insurance