M&A VP — Lead Deals, Modeling & Client Advisory

Atlantic Group; Pennsylvania; On-site; USD 120,000 - 150,000; Full time

Job summary

Atlantic Group in Montgomery County, PA, seeks an Investment Banking Vice President to lead M&A transaction execution, financial modeling, valuation, and client advisory activities. This role will manage deal processes, oversee deliverables, and collaborate with senior bankers, clients, and internal teams to support successful M&A transactions.

Qualifications include a Bachelor's in Finance/Accounting/Economics/Business (MBA preferred), 5+ years in investment banking with M&A experience,

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field; MBA preferred.
• Relevant FINRA registrations or ability to obtain.
• Minimum 5+ years of investment banking experience, including M&A execution.
• Strong knowledge of mergers and acquisitions, financial advisory services, and markets.
• Advanced financial modeling, valuation, financial statement analysis; Excel and PowerPoint.

Responsibilities

• Lead buy-side and sell-side M&A transactions, including due diligence and closing activities.
• Develop and review financial models, company valuations, and analyses to support deal execution.
• Manage client communications and coordinate with transaction stakeholders throughout the M&A process.
• Prepare and review financial presentations, pitch books, documents, and deal materials.
• Supervise and mentor junior investment banking professionals while ensuring timely deliverables.
• Support client relationship development, market research, and new transaction opportunities.

Skills

Leadership

Client management

Communication

Team mentoring

Education

Bachelor’s in Finance/Accounting/Economics/Business

MBA preferred

Tools

Excel

PowerPoint

Job description

Atlantic Group in Montgomery County, PA, seeks an Investment Banking Vice President to lead M&A transaction execution, financial modeling, valuation, and client advisory activities. This role will manage deal processes, oversee deliverables, and collaborate with senior bankers, clients, and internal teams to support successful M&A transactions.

Qualifications include a Bachelor's in Finance/Accounting/Economics/Business (MBA preferred), 5+ years in investment banking with M&A experience,