Investment Banking Vice President, Capital Advisors

Description & Requirements

Forvis Mazars Capital Advisors, LLC, a wholly owned subsidiary of Forvis Mazars, LLP, is seeking a Vice President to join the investment banking team. In this position, your primary responsibility will be helping grow a practice through the execution of investment banking engagements, relationship management and initial development of origination capabilities and contacts. The ideal candidate will have a background of high-quality engagement execution, demonstrate marketing skills, and developing a referral network. This position represents a significant career opportunity for the right individual.

Forvis Mazars Capital Advisors' leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

What You Will Do

• Support and manage investment banking transactions - Prepare marketing materials including executive summary, confidential memorandums, financial modeling, and provide transaction marketing support for merger & acquisition, debt and equity financing, company divestitures, and strategic options analysis engagements.
  
  
• Client/Prospect Interaction - Begin developing internal and external relationships to source corporate finance transactions, prepare and deliver client/prospect presentations, work closely with the Managing Directors and local LLP partner/managers and initiatives groups in developing client relationships and marketing strategies.
  
  
• Marketing Support- Prepare and execute business development strategies including, participate in corporate finance-related industry conferences and public speaking opportunities, assist in developing articles, marketing letters, news releases, and other avenues to generate exposure and build brand.
  
  
  
  

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
  
  
• Five (5) years or more of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation
  
  
• Skilled in Excel and PowerPoint
  
  
• Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
  
  
• The FINRA Series 63 and 79
  
  
  
  

Preferred Qualifications

• Strong writing and financial modeling skills
  
  
• Excellent verbal and written communication skills
  
  
• A commitment to high-quality work with a focus on accuracy and attention to detail
  
  
• Excellent organizational and prioritization skills with an ability to manage multiple priorities
  
  
• Ability to thrive in a fast-paced environment
  
  
• Strong problem-solving and critical thinking skills
  
  
• Ability to identify new and innovative ways to improve success across the organization
  
  
• Ability to effectively manage and administer sensitive and confidential information
  
  
• Experience in industries such as manufacturing, distribution, business services, healthcare, food & beverage, construction/infrastructure services, technology, and/or energy
  
  
• Thorough understanding of capital advisory services and the M&A process, sell-side and buy-side representation, debt/equity/distressed restructurings, creating buyer/seller strategies, deal structuring, and negotiation
  
  
• Previous success and proven history of closing investment banking transactions (book of business contacts) and developing engagement sourcing skills
  
  
  
  

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