Investment Banking Vice President, Technology - San Francisco

Moelis & Company; San Francisco (CA); On-site; USD 212,500 - 287,500; Full time

Job summary

Moelis & Company seeks an accomplished Vice President to join its San Francisco Technology team. You will lead quantitative analyses, develop scenarios, and coordinate marketing materials for client presentations in a fast-paced investment banking environment.

As a key collaborator with Executive Directors and Managing Directors, you will supervise analysts, model complex transactions (LBOs, DCFs, accretion/dilution), and provide strategic financial insights across sectors.

Qualifications

• MBA qualification and extensive investment banking experience are required.
• Strong abilities in financial modeling, valuation, and client-facing presentations.
• Proven leadership and supervision experience of Analysts and Associates.

Responsibilities

• Oversee quantitative analyses including LBO, DCF, and valuation for client and investor presentations.
• Develop investment scenarios and marketing materials for public/private offerings.
• Leverage capital markets and research for advisory services and financial projections.
• Monitor market and financial information and work with senior leadership on transactions.

Skills

Quantitative analysis

LBO modeling

DCF analysis

Valuation analysis

M&A accretion/dilution

Credit analysis

Financial projections

Presentation material

Capital markets

Stakeholder communication

Education

MBA from a top-tier business school

Five or more years of relevant work experience

Job description

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco.

Primary Responsibilities

Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing

Required Skills & Experience

Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs

Education

An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience

Expected Salary: $250,000 USD

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Moelis & Company ("Moelis") is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.