Job Description

We are passionate about our business and our culture, and are seeking individuals with that same drive.

The Opportunity:

We are seeking an experienced Vice President to join our Financial Institutions Group (FIG) team in New York, with a focus on the asset and wealth management sectors. You will be a core member of transaction teams, leading financial analysis and day-to-day execution while helping senior bankers develop ideas and engage with clients. This role offers the opportunity to work on M&A, corporate finance and strategic advisory assignments involving traditional and alternative asset management and wealth management firms. You will translate sector research and financial analyses into valuation work, transaction materials and client recommendations, while managing junior bankers and working directly with senior bankers, clients and other advisors. To learn more about our recent work, please visit: recent transactions.

Key responsibilities include:

• Managing the day-to-day execution of M&A and other financial advisory assignments, working closely with senior bankers and clients
• Leading financial analysis, valuation and modeling of asset and wealth management businesses and reviewing the work of junior team members
• Evaluating strategic alternatives and supporting analysis of investment portfolios and complex assets, as relevant to client assignments
• Preparing and reviewing client presentations, transaction materials and industry analyses
• Managing transaction processes, including due diligence, coordination with clients and other advisors, and execution timelines
• Supervising and developing junior bankers while ensuring the accuracy and quality of their work
• Supporting senior bankers in client coverage and business development

A sophisticated level of interpersonal skill is required, including the ability to communicate complex financial analyses clearly and exercise sound judgment in interactions with senior bankers and clients.

Ideal candidates must also possess:

• Excellent analytical and presentation skills
• Strong knowledge of accounting, corporate finance and valuation; ability to analyze and value asset and wealth management businesses
• Experience in Investment Banking (corporate finance/M&A) or equivalent, with experience advising asset and wealth management or other financial institutions clients preferred
• Knowledge of asset and wealth management business models, including fund model / waterfall mechanics
• Demonstrated ability to manage transaction execution and supervise junior team members
• A drive for results, and ability to perform well under pressure and against tight deadlines
• Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
• Strong multi-tasking skills and attention to detail
• Exceptional Microsoft Office suite skills, particularly Excel and PowerPoint, and strong financial modeling skills
• Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

Expected Salary Range: USD $250,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.