Vice President Investment Banking (Dana Point)
Vice President, Investment Banking
Hybrid | Dana Point, CA
Most IB shops at this level offer a title. This one offers deal flow, autonomy, and a seat at the table.
If you're a VP or senior associate ready to stop waiting for more responsibility and actually own transactions end to end, this is worth your time.
We're placing a Vice President with a niche-focused M&A advisory firm based in Dana Point. They've been in the market for 40+ years, have closed 300+ transactions, and carry institutional backing from a global investment bank. This is not a startup trying to find its footing. It's an established firm with a dominant position in their sector and a pipeline to match.
What you'll own:
- Lead buy-side and sell-side M&A transactions from strategy through close
- Own client relationships and serve as a trusted advisor throughout the deal lifecycle
- Manage deal teams, drive financial analysis, and provide strategic direction
- Contribute to business development and help shape the firm's continued growth
What you bring:
- 5+ years in investment banking, M&A advisory, transaction advisory, or corporate finance
- A track record of managing complex deals and getting them across the finish line
- Strong financial modeling and valuation skills
- Series 79 or 82 license preferred
- The ability to lead a room, manage a client, and mentor a team
Interested? Apply and reach out
Lexi Jenkins | Emerald Resource Group 440-627-6901 | [email protected]
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