Bellevue, WA, 98005, USA
38 days ago
Vice President, Investment Banking
Job Descriptions: The Rainier Group is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast. We are seeking a highly motivated and experienced Vice President to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. This individual will play a critical role in leading deal execution and managing client relationships within our sell-side advisory practice. The Vice President will be responsible for overseeing all aspects of the transaction process, from initial client engagement through closing. Key Responsibilities: + Deal Execution and Management: + Lead and manage the end-to-end execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements. + Oversee the preparation of marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses. + Manage the due diligence process, coordinate with buyers, and lead negotiations on key transaction terms. + Ensure seamless communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors. + Client Relationship Management: + Serve as the primary point of contact for clients, providing strategic advice and guidance throughout the transaction process. + Develop and maintain strong relationships with existing clients, identifying opportunities for additional advisory services and repeat business. + Support managing directors in originating new business opportunities and expanding the firm’s client base. + Financial Analysis and Valuation: + Review and assess in-depth financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions. + Review the evaluation and interpretation of financial statements, market data, and other relevant information and development of comprehensive financial projections and investment theses. + Team Leadership and Mentorship: + Lead and mentor junior team members, providing guidance on project work, financial modeling, and client interactions. + Contribute to a collaborative and high-performance culture, encouraging team development and continuous learning. + Market and Industry Research: + Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights. + Perform sector-specific research to support transaction positioning and strategic recommendations. + Business Development: + Support business development initiatives, including pitch preparation, target identification, and market outreach. + Collaborate with senior leaders to identify new business opportunities and develop tailored solutions for potential clients. Required Experience: + Minimum of 3-5 years of investment banking experience, with a focus on sell-side M&A advisory and a proven track record of successfully managing and closing M&A transactions in a fast-paced, deadline-driven environment. + Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred. + Strong financial modeling, valuation, and analytical skills and proficiency with Excel, PowerPoint, Deal Cloud/Pitchbook, and research databases. + Excellent communication and presentation skills, with the ability to convey complex financial concepts to clients and stakeholders. + Demonstrated ability to manage multiple projects simultaneously and work effectively under pressure. + Exceptional attention to detail, problem-solving skills, and strategic thinking. + Strong interpersonal skills and the ability to build and maintain client relationships. Keyword: Vice President, Investment Banking From: Coldstream Wealth Management
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