VP, Investment Banking & Consulting: Growth & M&A Leader

Marsh, Berry & Company, LLC

Woodmere (OH)

Hybrid

USD 135,000 - 175,000

Full time

14 days+

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Job summary

MarshBerry, a subsidiary of Lincoln International, seeks a Vice President, Investment Banking and Consulting to lead transaction teams and deliver strategic advisory to clients. You will drive M&A projects, financial consulting, and valuation work across multiple offices with a hybrid schedule and strong growth opportunities.

The role requires 6–10+ years in related fields, finance or law, and strong communication and analytical skills.

Qualifications

Bachelor’s degree in Finance, Accounting or Business Management.
Master’s degree and/or Juris Doctor is a plus.
FINRA SIE, Series 79, Series 63 and Series 7 preferred.
Additional professional designations such as CPA, CVA, CPCU and/or AM&AA are desirable.
6–10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting or financial services.

Responsibilities

Serve as client-facing lead on merger and acquisition projects and financial consulting engagements.
Lead sell-side and buy-side M&A advisory with financial analysis, modeling and due diligence.
Develop growth strategies to increase client satisfaction, market share and profitability.
Coordinate business development activities and branding efforts across units.
Maintain client relationships and provide high-level consulting solutions.
Oversee project components, timelines and quality reviews.
Lead and coach team members, manage priorities and performance reviews.
Publish articles on transaction advisory and related topics.