Investment Banking Vice President Tech M&A

Prospect Rock Partners; San Francisco (CA); On-site; USD 250,000 - 400,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) with match

Professional development support

Job summary

Our client, a leading international investment bank, seeks a Vice President (VP1/VP2) to lead deal execution and client management within the Business & Tech-Enabled Services team in San Francisco. The role emphasizes significant transaction ownership, cross-functional leadership, and direct client accountability.

Responsibilities include managing end-to-end M&A and debt raisings, overseeing materials and financial analyses, and mentoring Associates and Analysts while expanding relationships

Qualifications

• MBA or advanced degree preferred.
• Significant investment banking experience with Business & Tech-Enabled Services M&A track record.
• Proven ability to lead transaction execution and manage deal teams.

Responsibilities

• Lead end-to-end execution of M&A advisory transactions and debt raisings.
• Serve as primary day-to-day contact for clients and manage relationships.
• Oversee preparation of confidential information memoranda and presentations.
• Direct development of financial analyses and valuation models.
• Drive sector-specific due diligence and client opportunities.
• Mentor Associates and Analysts, providing feedback.
• Support origination and business development efforts and pitches.
• Collaborate with senior bankers and private equity partners.

Skills

Financial modeling

Valuation analysis

Relationship management

Team leadership

M&A execution

Capital raise

Education

MBA or advanced degree

Undergraduate degree

Job description

Our client, a leading international investment bank, is seeking a Vice President (VP1/VP2) level banker to join their Business & Tech-Enabled Services team in San Francisco. This established global firm operates across 24 locations throughout Asia, Europe, and the US, with over 750 professionals delivering tailored, independent advice across M&A, debt raisings and restructurings, private capital markets, and secondary advisory.

Their global Business & Tech-Enabled Services team operates across numerous industry segments, offering comprehensive sector coverage and insights alongside serving the M&A and capital raising needs of their clients.

As a Vice President, you will lead deal execution and play a central role in client management, business development, and team leadership across diverse Business & Tech-Enabled Services verticals, with significant transaction ownership and direct client accountability.

Key Responsibilities

• Lead and manage end-to-end execution of M&A advisory transactions and debt raisings, overseeing deal teams and timelines
• Serve as a primary day-to-day point of contact for clients, managing relationships and communications throughout the transaction lifecycle
• Oversee the preparation and review of confidential information memoranda, management presentations, and marketing materials
• Direct the development and review of complex financial analyses and valuation models, ensuring accuracy and strategic soundness
• Drive sector-specific and company due diligence processes
• Cultivate and expand relationships with senior bankers, corporate clients, private equity firms, and strategic investors
• Support origination and business development efforts, including pitch preparation and the development of new client opportunities
• Mentor, train, and manage Associates and Analysts, providing guidance and performance feedback

Required Qualifications

• Undergraduate degree (MBA or advanced degree a plus)
• Significant investment banking experience with Business & Tech-Enabled Services M&A track record (strong preference for closed deals)
• Demonstrated ability to lead transaction execution and manage deal teams
• Advanced financial modeling and valuation analysis expertise in Excel
• Relevant FINRA licenses (SIE, Series 63, Series 79)
• Exceptional written and verbal communication skills with strong attention to detail
• Team leadership capabilities with a collaborative, team-oriented work style
• Current or recent Business & Tech-Enabled Services sector experience strongly preferred

Ideal Candidate Profile

• Currently at VP1 or VP2 level with a proven transaction execution and client management track record
• Deep experience across Business & Tech-Enabled Services sub-sectors (BPO, IT services, software-enabled services, data/analytics, etc.)
• Ability to manage multiple workstreams and deal teams in fast-paced environments
• Strong business judgment, strategic thinking, and commercial acumen
• Self-motivated leader with an ownership mentality and emerging origination instincts
• Passion for technology-enabled business models and services innovation

What Our Client Offers

• Lean deal teams enabling significant responsibility, client exposure, and leadership opportunity
• Direct exposure to complex Business & Tech-Enabled Services transactions and senior leadership
• Clear advancement opportunities and a path toward senior banker roles
• Collaborative, entrepreneurial culture with access to decision-making
• Global platform with deep industry expertise across 11 sector-focused teams
• Highly competitive compensation including base salary, discretionary bonus, and long-term incentives
• Comprehensive benefits package (health, dental, vision, 401(k) with match)
• Professional development support

Location:

San Francisco (in-office position)

Work Authorization:

H-1B transfers considered on a case-by-case basis.

Timeline:

This is an active search with interviews beginning immediately. Qualified candidates will be contacted promptly.