Vice President Investment Banking – Wealth Management, M&A & Investment Banking

Location: Fully Remote
Type: Full-Time

Job Summary:
We are seeking a highly motivated and detail-oriented Investment Banking VP to join our team. This full-time remote position focuses on providing strategic advisory services, facilitating mergers and acquisitions, and managing wealth management projects within the investment banking sector. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work independently in a dynamic environment.

Key Responsibilities:

• Conduct financial analysis, valuation, and modeling for potential mergers, acquisitions, and other investment opportunities.
• Support the execution of M&A transactions, including due diligence, deal structuring, and preparation of pitch books and offering memoranda.
• Collaborate with clients to understand their wealth management and investment objectives.
• Perform market research and industry analysis to identify new opportunities and stay informed of market trends.
• Prepare and deliver comprehensive reports and presentations to stakeholders and clients.
• Assist in the development of strategic growth plans for clients in the wealth management sector.
• Support senior bankers in client communication and deal negotiations.
• Maintain organized deal documentation and ensure compliance with regulatory requirements.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or related field; Master’s degree or CFA preferred.
• 1-3 years of experience in investment banking, M&A, wealth management, or related financial services.
• Strong financial modeling and valuation skills.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and efficiently in a remote setting.
• Proficient in MS Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ).
• High level of professionalism, integrity, and attention to detail.

Benefits:

• Competitive salary and performance-based incentives.
• Fully remote work environment.
• Opportunities for professional growth and development.
• Collaborative and dynamic team culture.

Posted On: Tuesday, September 2, 2025