VP Investment Banking -- FIG

Selby Jennings; Plano (TX); On-site; USD 130,000 - 175,000; Full time

Job summary

A boutique investment bank is seeking a Vice President - Investment Banking & Restructuring. This role involves leading M&A and capital markets transactions primarily within the Financial Institutions Group (FIG). The ideal candidate will have at least 6 years of experience and strong transaction skills, focusing on relationship management and mentorship. Offering a competitive salary between $130,000 and $175,000 plus up to a 100% discretionary bonus, this position is based primarily in Plano, TX.

Qualifications

• Minimum 6 years of experience in investment banking or transaction advisory.
• Proven ability to lead deal execution and manage multiple workstreams.
• Willingness to obtain Series 79 and 63 licenses.

Responsibilities

• Lead execution of M&A and capital markets transactions in FIG sector.
• Develop relationships with clients and industry professionals.
• Oversee preparation of financial models and analysis.
• Drive due diligence processes with various advisors.
• Mentor analysts and contribute to business development efforts.

Skills

Strong transaction experience in FIG

Exceptional analytical skills

Strong communication skills

Leadership in deal execution

Education

Bachelor's degree in Finance or related field

MBA or advanced degree

Job description

Vice President - Investment Banking & Restructuring Recruitment

Location: Cleveland, OH (Headquarters) | Grand Rapids, MI | Plano, TX | Irvine, CA

Employment Type: Full-Time

Base Pay Range

$130,000 - $175,000 per year

Position Overview

Our client is a boutique investment bank with a national footprint and a deep specialization in the Financial Institutions Group (FIG) sector. Headquartered in Cleveland, and with offices in Grand Rapids, Plano, and Southern California, they provide M&A advisory, capital raising, and strategic consulting services to clients across the financial services landscape.

Key Responsibilities

• Lead and manage the execution of M&A and capital markets transactions within the FIG sector.
• Develop and maintain strong relationships with clients, prospects, and industry professionals.
• Oversee the preparation of financial models, valuation analyses, pitch books, and marketing materials.
• Drive due diligence processes and coordinate with legal, accounting, and other advisors.
• Mentor and supervise analysts and associates, fostering professional development and high performance.
• Contribute to business development efforts, including identifying new opportunities and supporting senior bankers in client outreach.

Qualifications

• Minimum 6 years of experience in investment banking, transaction advisory, or a related financial services role.
• Strong transaction experience in FIG, with a preference for candidates with specialty insurance expertise.
• Proven ability to lead deal execution and manage multiple workstreams under tight deadlines.
• Exceptional analytical, communication, and presentation skills.
• Bachelor's degree in Finance, Economics, or a related field; MBA or other advanced degree is a plus.
• Series 79 and 63 licenses (or willingness to obtain).

Expected Compensation

Base salary: $130k - $175k
Discretionary bonus: up to 100%