Investment Banking Vice President, ESOP

FMI Capital Advisors Inc; Denver (CO); Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Job summary

FMI Corporation is seeking an experienced investment banking professional to join FMI Capital Advisors, our ESOP Advisory practice, as a Vice President. You will lead transaction execution, oversee end-to-end processes, and work directly with business owners and leadership teams.

The role requires building expertise in ESOP transactions, valuation, tax, and structuring concepts, with a focus on construction/engineering sectors. Denver is preferred, with remote options and 10–30% travel.

Qualifications

• Bachelor’s degree required; MBA or advanced degree preferred.
• 5–7 years in investment banking, private equity, corporate development, or transaction advisory.
• 3+ years post-MBA acceptable with demonstrated progression.
• Strong financial modeling, valuation, and analytical skills.
• Ability to manage complex transactions and lead junior team members.
• Excellent interpersonal, written, and verbal communication skills.
• Prior ESOP experience valued but not required; eager to learn.
• Familiarity with construction or engineering sectors is a plus.

Responsibilities

• Lead or co-lead transaction execution of ESOP advisory mandates.
• Support business development for Managing Directors, including prospect research and pitch development.
• Build relationships with clients and serve as a key contact throughout the transaction lifecycle.
• Mentor and manage Associates and Analysts across multiple engagements.
• Develop thought leadership and represent FMI at industry events.
• Uphold FMI's Code of Conduct and contribute to firm initiatives.

Skills

Financial modeling

Valuation

Analytical skills

Interpersonal skills

Communication

Leadership

Education

Bachelor's degree

MBA or advanced degree

Job description

Description

FMI Corporation is seeking an experienced investment banking professional to join FMI Capital Advisors, our registered broker/dealer, as a Vice President within our Employee Stock Ownership Plan (ESOP) Advisory practice.

In this role, you will lead multidisciplinary deal teams, oversee end-to-end transaction execution, and work directly with business owners and their leadership teams. The ideal candidate is collaborative and entrepreneurial, with strong transaction execution skills and the ability to quickly develop expertise in ESOP transactions, valuation, tax, and structuring concepts.

For over 70 years, FMI has been a leading consulting and investment banking firm dedicated exclusively to the built environment. Building on this legacy, our ESOP Advisory team helps owners of successful construction, engineering, and related businesses navigate the complexities of transitioning ownership to employees through an ESOP, supporting their succession, cultural continuity, and long‑term financial goals.

This is a full‑time opportunity. Denver, Colorado is our preferred location for this role. However, we recognize that the right candidate may be located elsewhere and are open to a remote work arrangement. This role requires approximately 10-30% travel to client sites and FMI offices as needed.

All applicants for employment must be legally authorized to work in the U.S. on a full‑time basis. Visa sponsorship is not available at this time.

Responsibilities

• Lead or co‑lead transaction execution of ESOP advisory mandates - including valuations, capital structure analysis, lender engagement, and documentation through closing.
• Support business development efforts for Managing Directors, including prospect research, pitch development, and participation in prospect meetings.
• Build strong relationships with clients and serve as a key point of contact throughout the transaction lifecycle.
• Mentor and manage Associates and Analysts across multiple engagements.
• Develop thought leadership and represent FMI at industry events, including those focused on employee ownership and succession planning.
• Uphold FMI's Code of Conduct and contribute to practice development and broader firm initiatives.

Requirements

• Bachelor's degree required; MBA or other advanced degree preferred.
• 5-7 years of investment banking, private equity, corporate development, or transaction advisory experience, or 3+ years post‑MBA, with demonstrated progression.
• Strong financial modeling, valuation, and analytical skills.
• Demonstrated ability to manage complex transactions and lead junior team members in a fast‑paced, high‑performance environment.
• Excellent interpersonal, written, and verbal communication skills.
• Prior ESOP transaction experience is highly valued but not required—must be eager to learn and build technical knowledge in this space.
• Familiarity with the construction or engineering sectors is a plus.

Compensation & Benefits

The anticipated base salary range for this position is $180,000-$200,000. This position is also eligible for an annual performance‑based bonus based on individual and company performance.

FMI offers a comprehensive benefits package including fully paid employee medical coverage, life insurance, long‑term disability, robust 401(k) plan, PTO, parental leave, and more.

FMI is an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.