Investment Banking Vice President

Atlantic Group; Pennsylvania; On-site; USD 120,000 - 150,000; Full time

Job summary

Atlantic Group is seeking an Investment Banking Vice President in Montgomery County, PA to lead M&A transaction execution, financial modeling, valuation analysis, and client advisory activities.

You will manage deal processes, supervise junior bankers, and collaborate with senior bankers, clients, and internal teams to support successful M&A transactions. Compensation ranges from $120,000 to $150,000 per year plus bonus; schedule is Monday to Friday, in-office.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA preferred.
• FINRA registrations or eligibility to obtain; preferred.
• 5+ years of investment banking experience with M&A execution.
• Strong knowledge of mergers & acquisitions, financial advisory, transaction processes, and markets.
• Advanced financial modeling, valuation, financial statement analysis, Excel, and PowerPoint.
• Strong communication, relationship-building, leadership and multi-transaction management.

Responsibilities

• Lead buy-side and sell-side M&A transactions through due diligence and closing.
• Develop and review financial models, valuations, and analyses.
• Manage client communications and coordinate with stakeholders.
• Prepare financial presentations, pitch books, and deal documents.
• Supervise and mentor junior bankers; ensure timely deliverables.
• Support business development and market research for new opportunities.

Skills

Financial modeling

Valuation analysis

M&A transaction execution

Client management

Leadership

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

MBA

Tools

Excel

PowerPoint

Job description

Job Overview – Investment Banking Vice President

Compensation: $120,000–$150,000/year + bonus

Location: Montgomery County, PA

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an Investment Banking Vice President in Montgomery County, PA for our client. This role will lead mergers and acquisitions (M&A) transaction execution, financial modeling, valuation analysis, and client advisory activities. The Investment Banking Vice President will manage deal processes, oversee transaction deliverables, and collaborate with senior bankers, clients, and internal teams to support successful M&A transactions.

Responsibilities as the Investment Banking Vice President:

• M&A Execution: Lead buy-side and sell-side M&A transactions, including due diligence, transaction coordination, and closing activities.
• Financial Modeling & Valuation: Develop and review financial models, company valuations, and transaction analyses to support deal execution.
• Client Management: Manage client communications and coordinate with transaction stakeholders throughout the M&A process.
• Transaction Materials: Prepare and review financial presentations, pitch books, transaction documents, and supporting deal materials.
• Team Leadership: Supervise and mentor junior investment banking professionals while ensuring accurate analysis and timely deliverables.
• Business Development: Support client relationship development, market research, and new transaction opportunities.

Qualifications for the Investment Banking Vice President:

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required, with an MBA preferred.
• Certification: Relevant FINRA registrations or the ability to obtain required registrations are preferred.
• Experience: Minimum of 5+ years of investment banking experience, including M&A transaction execution, is required.
• Industry Knowledge: Strong knowledge of mergers and acquisitions, financial advisory services, transaction processes, and financial markets is required.
• Technical Skills: Advanced financial modeling, valuation analysis, financial statement analysis, Microsoft Excel, and PowerPoint skills are required.
• Skills & Attributes: Strong communication, relationship management, leadership, organization, and ability to manage multiple transactions and collaborate with senior stakeholders are required.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.