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Investment Banking Vice President - Technology

United States, San Francisco Employment contract 250000.00 - 275000.00 USD / Year · Job Posted June 16, 2026
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Job Description

The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Job Responsibility

  • Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
  • Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
  • Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
  • Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Requirements

  • 6-10 years of experience
  • Experience in the Financial Services industry, specifically within Banking
  • Degree in Finance or closely related areas of Business Administration
  • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
  • Series 7 and 63 preferred

Nice to have

  • MBA or Master's Degree in Business preferred
  • Series 7 and 63 preferred

What we offer

  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

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