Vice President, Investment Banking

Position summary:  Primarily responsible for managing client relationships and transaction execution while serving as a trusted client advisor within specific sectors.

 

Position responsibilities:  Manage all aspects of transaction executionManage client relationships and be viewed as a trusted client advisorBegin basic client calling effortsTarget areas for junior staff developmentStart to develop focused knowledge within a small number of sectorsDevelop recruiting relationships (at other financial services firms, for example)Teamwork and community service (recruiting, reviews, mentoring, firm committees)New Business: Demonstrated record of identifying, sourcing, creating and executing new business opportunities (all products including private equity); able to differentiate TWP from competitors; exercise good judgment in assessing risks and rewards of new business opportunities.

 

Essential skills and experience:Undergraduate degreeAt least 3 to 5 years investment banking experience as a financial analyst and associate, or similar experience in a legal firmClient Skills:  Able to win the confidence of clients; sensitive to clients? needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships.Time Management:  Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm?s resources efficiently.Teamwork:  Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations. Personal Characteristics:  Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help.Product Knowledge:  For Corporate Finance.  Strong transaction skills, with demonstrated ability to pitch and execute the firm?s array of products (private equity, private placements, public equity, convertibles and M&A); knows the markets for each product; comfortable analyzing and advising upon the appropriateness of financial alternatives.For Product Groups.  Strong execution and origination skills in area of product specialization; strong working knowledge of relevant accounting and legal procedures and rulings within area of product specialization; current and value added market knowledge of transactions completed within area of product expertise.

 

Nonessential skills and experience:MBA preferred NASD licenses