Investment Banking VP: Tech & M&A Strategy Lead

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

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.