About the role

  • Vice President leading special situations investment banking at Capstone Partners in various complex transaction environments. Engaging in client relationships and team management as part of a robust advisory service.

Responsibilities

  • Lead execution, under the supervision of a Managing Director, on a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions
  • Prepare and analyze historical and projected financial information
  • Coordinate and perform business due diligence
  • Prepare confidential information memoranda, management presentations, marketing pitches, and other presentations
  • Value companies and businesses
  • Assist in initiating and extending group marketing and client development efforts
  • Assist in the marketing and planning of engagements
  • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
  • Supervise and manage activities of junior professionals
  • Performs other duties as assigned.

Requirements

  • Bachelor’s degree, preferably in accounting, finance, or related discipline (MBA in Finance or Accounting preferred)
  • 4+ years of investment banking experience, including at least 3 years of special situations/corporate restructuring experience
  • The ability to work independently in a fast-paced environment
  • Proven deal execution experience in special situations/restructuring transactions
  • Experience managing and training junior special situations professionals
  • Demonstrable experience in leading discussions with senior client executives and target management
  • Excellent analytical skills and ability to develop and maintain financial models using Excel
  • Motivated, creative, outgoing and possess strong skills in financial analysis
  • Strong knowledge of accounting and applied financial theory
  • Excellent verbal and written communication skills
  • FINRA Series 79 and 63 licenses (63 where required by state)
  • Willingness to travel

Benefits

  • Health insurance coverage
  • Wellness program
  • Life and disability insurance
  • Retirement savings plan
  • Paid leave programs
  • Paid holidays
  • Paid time off (PTO)

Job title

Vice President – Capstone SSIB

Job type

Experience level

Lead

Salary

$150,000 - $165,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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