Vice President - Capstone Partners' Financial Advisory Services, SSIB (Special Situations Investment Banking)

Location: Office-based role in Boston, Chicago, or New York; must be authorized to work in the United States.

Salary: $160,000–$180,000 annual base salary, plus eligibility for applicable incentive compensation.

Company

Capstone Partners is a U.S. investment banking and financial advisory firm serving middle-market companies through M&A advisory, debt and equity placement, restructuring, special situations, valuation, fairness opinions, and financial advisory services; it is a subsidiary of Huntington Bancshares Incorporated.

What you will do

• Lead execution of creditor- and debtor-side restructurings, distressed mergers and acquisitions, private financings, liability management exercises, and other special situations transactions under Managing Director supervision.
• Prepare and analyze historical and projected financial information, financial models, confidential information memoranda, management presentations, marketing pitches, and other presentations.
• Coordinate and perform business due diligence and value companies and businesses.
• Support marketing, engagement planning, new business development, idea generation, and the development of a personal long-term business development plan.
• Build relationships and maintain direct contact with clients, prospective clients, counterparties, target management, and professional advisors.
• Supervise and manage junior professionals and support their training.

Requirements

• Bachelor’s degree, preferably in accounting, finance, or a related discipline.
• 4+ years of investment banking experience, including at least 3 years of special situations or corporate restructuring experience.
• Proven deal execution experience in special situations or restructuring transactions.
• Experience managing and training junior special situations professionals, with demonstrated ability to lead discussions with senior client executives and target management.
• Ability to work independently in a fast-paced environment; motivated, creative, outgoing, and strong in financial analysis.
• Excellent analytical skills and ability to develop and maintain financial models using Excel; strong knowledge of accounting and applied financial theory.
• Excellent verbal and written communication skills.
• FINRA Series 79 and Series 63 licenses, with Series 63 required where applicable by state.
• Willingness to travel, authorization to work in the United States, and ability to pass an FBI background check with fingerprinting to be associated with the broker dealer.

Nice to have

• MBA or other graduate degree in finance or accounting.
• Experience with PitchBook and CapIQ.
• Professional network and relationships with firm, client, and target professionals.

Culture & Benefits

• Office-based work environment with possible flexible work arrangements for certain positions outside the branch network, as determined by the hiring team.
• Health insurance, wellness program, life and disability insurance, retirement savings plan, paid leave, paid holidays, and paid time off.
• Exempt position not eligible for overtime pay.