Investment Banking VP1/2 Consumer M&A (Elite Boutique)

Prospect Rock Partners; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with company match

Educational assistance

Wellness program with incentives

Back-up child/elder care

Stock purchase plans

Job summary

Prospect Rock Partners is seeking a senior M&A advisor to lead advisory activities and oversee valuation analyses and models. You will contribute across all deal phases, guiding transaction teams and engaging with clients and counterparties.

The role emphasizes leading drafting sessions, due diligence, and active participation in new business development while maintaining a strong focus on client satisfaction and risk management.

Qualifications

• Bachelor's degree required; advanced degree desirable.
• 8+ years of industry experience in M&A or advisory.
• Strong analytical, leadership and client-facing skills.

Responsibilities

• Leads merger and acquisition advisory activities end-to-end.
• Oversees valuation analyses and M&A models with teams.
• Leads deal process, drafting sessions and due diligence meetings.
• Maintains client conversations and negotiations with counterparties.
• Participates in new business development activities.

Skills

Analytical Thinking

Leadership

Customer Relationship Management

Decision Making

Market Research

Marketing Strategy

Team Management

Education

Bachelor's degree

MBA / Master's degree

Tools

CRM software

MS Office / Excel

Job description

Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Leads merger and acquisition advisory activities.
• Serves as an integral leader across all of the firm's M&A advisory activities, responsible for the integrity of valuation analyses and M&A models developed in concert with Financial Analysts and Associates.
• Actively contributes during every phase of the deal process and is encouraged to take on a high level of responsibility on transaction teams.
• Oversees development of both initial pitch materials and descriptive memoranda; expected to actively lead drafting sessions and due diligence meetings, as well as conversations with clients and counterparties.
• Encouraged to begin participating in new business development.

Core Expectations

• Customer Focused — Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and able to leverage that information to create customized customer solutions.
• Managing Risk — Assessing and effectively managing all risks associated with business objectives and activities to ensure adherence to and support of the firm's enterprise risk management framework.

Qualifications

Competencies: Analytical Thinking, Business Acumen, Customer Relationship Management (CRM), Decision Making and Critical Thinking, Leadership, Legal Analysis, Marketing Strategy and Positioning, Market Research, Selling, Team Management

Work Experience: Typically requires a university/college degree; a Master's degree, PhD, or relevant certification is desirable. Industry-relevant experience is typically 8+ years. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Education: Bachelor's degree

Certifications: None required

Licenses: None required

Benefits

Comprehensive benefits package depending on eligibility, including:

• Medical/prescription drug coverage (with HSA option), dental and vision
• Employee and spouse/child life insurance
• Short- and long-term disability protection
• 401(k) with company match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance, including select fully-paid programs
• Wellness program with financial incentives

Paid time off

(eligibility-dependent): maternity/parental leave; up to 11 paid holidays annually; 9 occasional absence days annually (unless otherwise required by law); 15–25 vacation days annually depending on career level and years of service.

Equal Employment Opportunity

Our client provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to relevant federal and industry regulatory requirements governing hiring in the financial services sector.

Company Overview

Our client is a global investment bank specializing in M&A, private capital solutions, and primary fund placement, with a 30+ year track record helping clients unlock value and achieve ambitious goals through strategic, collaborative execution.