Job Description
Job Title: Vice President - M&A Advisory
Location: New York Tri-state area or Southeast Florida
About PKF Investment Banking
PKF Investment Banking is seeking an experienced and motivated Vice President to join our rapidly growing M&A advisory practice.
We provide the highest level of M&A advisory services to privately held family and founder-owned companies with revenue between $15 million and $350 million.
Primary Responsibilities
• Lead day-to-day project management
• Interface with clients and take a lead role in executing transactions
• Oversee buyer and market research
• Oversee financial modeling and analysis
• Develop and participate in pitch presentations
• Hire and train junior staff
• Review work product of others
• Identify new business opportunities and develop business relationships
• Contribute to marketing, process and system improvements
Required Skills And Experience
• Ability to independently lead M&A transactions with reasonable support from senior bankers
• Agile leader that can exercise sound judgement under pressure
• Strong financial modeling skills
• Strong communication skills, both written and verbal
• Strong analytical and problem-solving skills
• Proven project management and leadership skills
• Detail oriented but with ability to see the big picture
• Self-starter and driven but effective working as part of a team
Qualifications
• 4 year degree or MBA from a top-tier business school
• Six or more years of M&A advisory experience focused on serving privately owned companies in the middle market
• Series 7+ and 63 licenses
Location: New York Tri-state area or Southeast Florida
About PKF Investment Banking
PKF Investment Banking is seeking an experienced and motivated Vice President to join our rapidly growing M&A advisory practice.
We provide the highest level of M&A advisory services to privately held family and founder-owned companies with revenue between $15 million and $350 million.
Primary Responsibilities
• Lead day-to-day project management
• Interface with clients and take a lead role in executing transactions
• Oversee buyer and market research
• Oversee financial modeling and analysis
• Develop and participate in pitch presentations
• Hire and train junior staff
• Review work product of others
• Identify new business opportunities and develop business relationships
• Contribute to marketing, process and system improvements
Required Skills And Experience
• Ability to independently lead M&A transactions with reasonable support from senior bankers
• Agile leader that can exercise sound judgement under pressure
• Strong financial modeling skills
• Strong communication skills, both written and verbal
• Strong analytical and problem-solving skills
• Proven project management and leadership skills
• Detail oriented but with ability to see the big picture
• Self-starter and driven but effective working as part of a team
Qualifications
• 4 year degree or MBA from a top-tier business school
• Six or more years of M&A advisory experience focused on serving privately owned companies in the middle market
• Series 7+ and 63 licenses
💡 Quick Summary
Seeking a career-building opportunity? The Investment Banking position is now open for candidates interested in the Bank Jobs sector. This role in Stamford offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
