Vice President, Finance & Banking

Overview

A boutique capital advisory and transaction services firm is seeking a Vice President to join the team and play a leading role in driving growth, executing strategic transactions, and supporting clients through complex capital raises. This is a high‑impact position for a driven investment professional who thrives in a collaborative, entrepreneurial environment.

• Lead origination and execution of capital advisory engagements, including debt, equity, and hybrid financing solutions tailored to growing businesses.
• Drive the due diligence process, prepare financial models and investor materials, and lead negotiations with potential capital partners.
• Work directly with clients to shape strategy, optimize capital structures, and support M&A and growth initiatives.
• Mentor junior team members and foster strong internal collaboration across deal execution.

• Experienced in investment banking, private equity, private credit, or capital markets roles.
• Exceptional financial modeling, analytical, and valuation skills.
• Strong communicator with a proven ability to manage client relationships and lead deal teams.
• Entrepreneurially minded and comfortable wearing multiple hats.

• Partner with senior leadership to shape strategic transactions across industries.
• Work with growth‑stage and middle‑market clients on meaningful advisory mandates.
• Opportunity for career growth in a boutique, client‑focused firm with a robust network of capital partners.