Vice President Investment Banking

Chesapeake Search Partners has partnered exclusively with a boutique investment banking and corporate advisory firm to find a Vice President of Investment Banking. The VP of Investment Banking will play a pivotal role in transaction execution, client management, and business development. This individual will oversee analysts and associates, manage day-to-day deal processes, and serve as a key liaison between clients, counterparties, and senior bankers. The ideal candidate is a self-starter with strong financial acumen, deal experience, and the ability to thrive in an entrepreneurial environment.

Key Responsibilities:

Transaction Execution & Deal Management

• Lead the execution of buy-side and sell-side M&A transactions and capital raising mandates from inception through closing.
• Prepare detailed financial models and analyses, including DCF, comparable company, precedent transaction, and LBO models.
• Oversee and coordinate all aspects of the due diligence process, including data room management, client interaction, and communication with counterparties and advisors.
• Draft and refine Information Memorandums, management presentations, and marketing materials that clearly articulate investment rationale and strategic positioning.
• Ensure the timely and accurate completion of all transaction deliverables while maintaining high quality standards.

Client & Relationship Management

• Serve as a primary point of contact for clients, providing guidance and updates throughout the transaction lifecycle.
• Support senior bankers in managing client relationships, participating in strategic discussions, and addressing complex financial or operational issues.
• Develop and maintain relationships with potential buyers, investors, private equity firms, and other capital sources.
• Contribute to the firm’s business development initiatives by preparing client pitches, strategic presentations, and market insights.

Financial Analysis & Research

• Conduct industry, market, and company research to identify key trends, valuation drivers, and potential transaction opportunities.
• Evaluate financial statements, develop performance benchmarks, and generate insight-driven recommendations for clients.
• Maintain internal research databases, financial models, and deal comparables to support ongoing advisory activities.

Leadership & Team Development

• Mentor, train, and supervise analysts and associates, providing guidance on financial modeling, presentation development, and transaction execution.
• Promote a collaborative, high-performance culture that aligns with the firm’s client-focused values.
• Manage project timelines, delegate effectively, and ensure quality control across deliverables.

Strategic & Firm Contribution

• Play an active role in expanding the firm’s footprint across key industry verticals through networking, thought leadership, and relationship development.
• Identify process improvements and contribute to internal initiatives aimed at enhancing firm efficiency and client delivery.
• Demonstrate ownership and accountability in all aspects of deal management and client service.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• MBA or CFA preferred but not required.
• 7–10 years of relevant investment banking or corporate advisory experience, including direct transaction execution experience.
• Proven track record leading M&A and/or capital raising processes.
• Exceptional financial modeling, valuation, and analytical skills.
• Excellent written and verbal communication abilities.
• Entrepreneurial mindset, high attention to detail, and ability to manage multiple projects simultaneously.
• Strong leadership skills with a collaborative approach.