VP, Investment Banking (New York)

Job Description Summary

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, executing sell-side and buy-side M&A transactions, capital raises, strategic advisory engagements, and other corporate finance assignments for consumer companies.

Job Description

Responsibilities

• Lead the execution of mergers and acquisitions, capital raising transactions, and strategic advisory engagements.
• Serve as the primary day-to-day client contact, managing relationships with executive management teams, boards of directors, private equity sponsors, and strategic buyers.
• Oversee transaction execution from initial engagement through closing, including valuation analyses, due diligence, negotiation support, documentation, and coordination among all parties.
• Direct the preparation and review of financial models, valuation analyses, confidential information memoranda, management presentations, pitch materials, and board presentations.
• Manage transaction teams by overseeing associates and analysts, providing coaching, allocating responsibilities, and ensuring the delivery of high-quality work product.
• Coordinate internal and external advisors, including legal counsel, accountants, lenders, consultants, and other transaction participants to ensure efficient execution.
• Support senior bankers in originating new business opportunities by developing marketing strategies, preparing client presentations, participating in prospect meetings, and maintaining relationships with existing and prospective clients.
• Identify industry trends, strategic opportunities, valuation developments, and market dynamics within the consumer sector to provide informed advice to clients and support business development initiatives.
• Review and ensure the accuracy, quality, and consistency of all client deliverables while maintaining adherence to firm standards and regulatory requirements.
• Drive efficient transaction management by proactively identifying execution risks, resolving issues, and maintaining project timelines.
• Mentor and develop junior bankers through regular coaching, performance feedback, and technical training to foster professional growth and team excellence.
• Collaborate with industry and product partners across the firm to deliver integrated advisory solutions and enhance client relationships.
• Contribute to the continued growth of the Consumer Investment Banking practice through thought leadership, market intelligence, and active participation in recruiting and team development initiatives.

Skills

• Deep expertise in mergers and acquisitions, capital raising, corporate finance, and strategic advisory.
• Advanced financial modeling and valuation capabilities, including DCF, comparable company analysis, precedent transactions, LBO, merger models, and complex scenario analyses.
• Demonstrated ability to independently lead multiple live transactions from initial engagement through closing.
• Strong client relationship management skills, with the ability to serve as the primary day-to-day contact for corporate executives, private equity sponsors, and other key stakeholders.
• Proven business development capabilities, including identifying opportunities, cultivating client relationships, and supporting new client origination efforts.
• Exceptional project management skills with the ability to coordinate multiple internal and external workstreams under tight deadlines.
• Excellent written, verbal, and presentation skills, including experience presenting recommendations to executive management teams and boards of directors.
• Strong leadership and people management skills, with experience mentoring, developing, and managing associates and analysts.
• Sound commercial judgment, strategic thinking, and the ability to identify key value drivers and transaction risks.
• High degree of professionalism, integrity, and client service orientation.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and financial information platforms including Capital IQ, FactSet, Bloomberg, and PitchBook.
• Strong knowledge of the consumer sector, including industry trends, competitive dynamics, valuation drivers, and transaction activity.

Certifications

Securities Industry Essentials Exam (SIE), Series 63, Series 79

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required), Bachelor’s (Required)

Work Experience

General Experience - 6 to 10 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$130,000.00-$250,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.