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The Vice President of Private Equity will play a key leadership role across the full investment lifecyclefrom sourcing and executing transactions to portfolio management and value creation.. Lead full transaction lifecycle, including sourcing, due diligence, financial modeling, LOI, legal documentation, debt financing, closing, and post-close monitoring.. Bachelors degree required; MBA, CFA, or other relevant graduate degree preferred.. 5+ years of experience in private equity, investment banking, or strategic advisory.. Venture Capital and Private Equity Principals
We are currently working with a private equity firm based in the Bay Area that is seeking to add an Associate to its investment team.. The firm has developed a reputation for its operationally-driven approach and has built a successful track record of investing in founder-led businesses across the lower middle market.. Support the identification, evaluation, and execution of investment opportunities in the lower middle market, with a focus on industrials and business services.. Participate in all stages of the investment process, including due diligence, financial modeling, deal structuring, and execution.. 2 years of experience in investment banking or private equity by Summer 2026.
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.. Independent advice and intellectual rigor are hallmarks of the firms commitment to client success across its advisory services.. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.. Strong qualitative and quantitative research skills
A leadership voice in health care, the MMS contributes physician and patient perspectives to influence health-related legislation at the state and federal levels, works in support of public health, provides expert advice on physician practice management, and addresses issues of physician well-being.. Under the auspices of NEJM Group, the MMS extends our mission globally by advancing medical knowledge from research to patient care through the New England Journal of Medicine, NEJM Evidence, NEJM AI, NEJM Catalyst, NEJM Journal Watch, and through our accredited and comprehensive continuing medical education programs.. Oversee Accounting and Treasury Operations including defining and implementing Society policies related to the control, documentation, and accounting of cash receipts and disbursements.. Oversee the Procurement Manager to guide sourcing strategy and capabilities, supplier and vendor negotiations, and to ensure compliance with internal controls and alignment with cost-efficiency efforts.. Working knowledge of Workday Financials and HCM is strongly preferred along with the ability to evaluate and improve end-to-end finance processes, enhance data integration and reporting, and drive efficiencies across the finance ecosystem.
Job Title Leveraged Finance Risk. Support the review and credit approval of leveraged finance transactions including LBOs, mergers and acquisitions (M&A) financings, hold commitments and other requests, ensuring that exposures are consistent with the Bank's risk appetite. Strong credit risk analysis skills (leveraged finance experience is a plus) as well as knowledge of financial modeling/forecasting and valuation methodologies. Knowledge of investment and commercial banking products such as RCF, Term Loans, Bridge Financings, Derivatives (swaps, Foreign Exchange (FX), etc.. Understanding of leveraged finance markets, loan documentation and regulatory standards
As a Lead Credit Officer - Vice President in Commercial and Specialized Industries Risk, you will collaborate with a cross-functional team to deliver credit solutions that support companies' financing needs, including working capital, general corporate purposes, acquisition finance, and dividend recapitalizations.. Lead complex and time-sensitive leveraged finance transactions and LBOs, including the negotiation of legal documentation for bilateral, pro-rata, broadly syndicated, and direct lending structures. Completion of a major corporate or commercial bank credit training program (or equivalent corporate banking/corporate finance experience) with a thorough understanding of bank credit policies and procedures. Minimum 7 years' experience in middle market and mid-corporate lending, including extensive credit analysis, structuring of leveraged finance transactions, and negotiation of loan documentation. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Acentra Health is looking for a Director of Finance Transformation to join our growing team.. Acentra Health is seeking a highly skilled and experienced Finance Director to serve as the financial owner for strategic initiatives and transformation efforts.. Reporting directly to the SVP of Corporate Finance, the Finance Director will work closely with the Chief Transformation Officer and other senior executives to drive fact-based decision-making and ROI-driven execution.. 10+ years of experience in financial analysis, FP&A, corporate finance, or strategy consulting, preferably within healthcare, technology, or private equity-backed companies.. Advanced proficiency in Excel (financial modeling), data visualization tools (e.g., Power BI, Tableau), and ERP/financial systems (e.g., Costpoint, Oracle EPM).
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.. Bachelor's degree in accounting or finance, MBS preferred but not required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.. A Pension plan is also available for eligible administrative and paraprofessional staff.
REPORTS TO: VP, Sr. Commercial Credit Officer (SCCO). Ensure and manage the portfolio for accurate loan documentation, exception issues and loan processing in accordance with NCUA regulations and standard operating procedures and Allegacy Lending policy.. Work with Senior Management, SVP of Business Services, and Loan Officers in, client management, integrated relationship management, special asset management and credit underwriting.. Previous experience in a senior credit officer role or similar capacity is highly desirable.. Vice President Accounting and Financial Reporting Winston-Salem, NC $70,000.00-$70,000.00 1 week ago
Implement hedging programs for foreign exchange and interest-rate exposures. Collect, aggregate and deliver input data required by our 3rd Party asset liability management (ALM)/Interest Rate Risk vendor on a regular basis;. Receive, analyze and distribute reports and results received from our 3rd Party ALM/Interest Rate Risk vendor on a regular basis.. Global Credit Production Technology Agile Champion VP - IRVING, TX AWM, Marcus by Goldman Sachs, Issues Management- Business Controls and Risk Management, Vice President, Richardson, TX Richardson, TX $85,000.00-$240,000.00 2 weeks ago. Corporate Treasury, Risk Management, Vice President, Dallas Sr. Director, Capital Markets & Treasury Asset & Wealth Management, Private, Credit Facility Management, Vice President, Dallas We’re unlocking community knowledge in a new way.
LMI has been on a transformation path to spur innovation, capitalize on deep expertise, and scale its returns on long-term flexible capital through a “one firm, one portfolio, one team” mindset.. The teams are structured as Investment Business Units (IBUs) working in concert: Global Strategy & Capital Allocation, Risk Management, Global Credit Markets, Global Alternative Markets, Global Liquid Markets, and Global Investment Solutions.. This individual will be an integral member of the Private Equity team, helping to manage the firm’s investment activities across the leveraged buyout, growth equity, and venture capital markets.. Contribute as an integral member of the Private Equity team to invest in private equity opportunities across the leveraged buyout, growth equity, and venture capital markets.. Qualifications 1 – 3 years of relevant work experience in private equity, investment banking, or consulting
Candidates will work within a team construct to take a leadership role in the credit underwriting and portfolio management of diverse debt solutions for middle-market companies.. Specifically: (i) debt refinancing for working capital, fixed assets, or real property; (ii) acquisition financing; or iii) recapitalizations.. Specific new business underwriting duties include: i) transaction structuring; ii) risk mitigation; iii) financial modeling; iv) independent industry research; v) compiling and presenting approval requests; vi) preparing and negotiating legal documents; and vii) funding and closing transactions.. Specific portfolio management duties include: i) preparing waiver and amendment requests or underwriting add-on opportunities; ii) monitoring individual accounts for performance trends to ensure accurate and timely risk ratings; and iii) maintaining credit files in preparation for internal or external audits.. 10 years of experience in commercial lending or investing environment preferrably within middle market banking
Job Summary RBC Capital Markets seeks a Vice President, Investment Banking in New York, NY to develop detailed financial models (including restructuring, financing, and M&A models).. The role involves completing asset-level due diligence, participating in or conducting due diligence sessions, working with Analysts on financial models and pitch materials, conducting company research, and analyzing data to advise clients on M&A transactions and corporate finance offerings.. Requirements Bachelor's degree in Finance, Economics, or a related field, with 5 years of relevant experience, or a Master's degree with 5 years of experience in investment banking.. Experience must include capital markets, spreadsheet modeling (using Microsoft Excel), analysis at various prices, discounted cash flow, ability-to-pay analysis, accretion/dilution, leveraged buyout analysis, managing transaction processes, preparing pitches and marketing materials, conducting due diligence, and client communication.. Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion to foster innovation and growth.
This role will work on a small deal team and will be exposed to the full spectrum of private equity investing including evaluation of new platform investments, identification and execution of add-on acquisitions, investment thesis development, portfolio management, and deal execution.. We hire personable, intelligent, self-starters who exhibit professionalism and exceptional analytical, organizational and communication skills.. Get notified about new Senior Investment Associate jobs in Emeryville, CA.. Investment Banking Analyst | Video Games San Francisco County, CA $110,000.00-$115,000.00 2 weeks ago. Investment Analyst | Renewable Energy | Sausalito Investment Banking Sr Analyst - Equity Capital Markets (ECM) San Francisco, CA $110,000.00-$135,000.00 2 weeks ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. Conduct detailed analysis for budget forecasting, stress testing, and financial modeling. Experience with digital tools like Tableau, Power BI, and Alteryx.. Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets
The Investment Associate supports the Managing Director, Private Investments in activities related to the private equity portfolios managed at the family office.. Investment Banking Associate, Technology - San Francisco San Francisco, CA $175,000.00-$225,000.00 2 weeks ago. Investment Banking - Mergers & Acquisitions - Analyst Investment Banking Analyst | Video Games San Francisco County, CA $110,000.00-$115,000.00 2 weeks ago. Investment Banking Analyst | Video Games San Francisco County, CA $110,000.00-$115,000.00 2 weeks ago. Investment Banking Sr Analyst - Equity Capital Markets (ECM) We’re unlocking community knowledge in a new way.
Join to apply for the Treasury Analyst role at Motion Recruitment. They are seeking a Treasury Analyst with 2–4 years of experience to join the Finance team in Boston, New York City, or Washington, D.C. This position plays a vital role in managing the firm’s cash operations, liquidity planning, banking relationships, and compliance reporting.. The Treasury Analyst will work closely with the Treasury Manager and broader finance team to support strategic financial initiatives in a fast-paced, global legal environment.. Strong understanding of cash management, banking operations, and financial analysis.. Get notified about new Treasury Analyst jobs in Washington, DC.
American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. The primary responsibility of the Venture Capital Analyst is to support the Private Investments Team in a variety of investment and operational capacities. Working as a member of the Private Investments Team, the Analyst will have the opportunity to learn from experienced Venture Capital professionals. 1+ years of industry experience preferred (for example, previously worked at a start-up, venture firm, investment bank, or within asset management).. General understanding of financial concepts such as valuation methods, financial modeling, and due diligence
Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.. Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset classes and investment vehicles. Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts. Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios. Analyst, Technology Investment Banking - San Francisco, CA Investment Banking Analyst | Video Games San Francisco County, CA $110,000.00-$115,000.00 3 weeks ago
FMI Corporation is seeking an experienced investment banking professional to join FMI Capital Advisors—our registered broker/dealer and investment banking group—as a Vice President within our Employee Stock Ownership Plan (ESOP) Advisory practice.. Our ESOP Advisory team builds on this legacy by guiding owners of successful construction, engineering, and related firms through the complexities of selling their business to employees via an ESOP—a solution that aligns with succession, cultural continuity, and long-term financial objectives.. Lead or co-lead transaction execution of ESOP advisory mandates—including valuations, capital structure analysis, lender engagement, and documentation through closing.. Support business development efforts for Managing Directors, including prospect research, pitch development, and participation in prospect meetings.. 5–7 years of investment banking, private equity, corporate development, or transaction advisory experience, or 3+ years post-MBA, with demonstrated progression.