At a Glance
- Tasks: Lead M&A and capital raising transactions while mentoring junior team members.
- Company: Caeros is a top-tier advisory firm transforming capital formation through strategic partnerships.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and mentorship.
- Why this job: Join a prestigious firm where your expertise directly impacts client success and value creation.
- Qualifications: 5+ years in investment banking, strong financial modelling skills, and a relevant degree required.
- Other info: Based in Geneva, this role offers a global perspective in finance.
The predicted salary is between 72000 - 108000 £ per year.
About The Company
Caeros is a distinguished independent advisory firm providing sophisticated partnership solutions to select sponsors and issuers globally. The firm guides clients toward strategic alliances by leveraging its extensive network of private and institutional sponsors and its proprietary intelligence platform, which identifies optimal relationships based on investment patterns and strategic compatibility. Led by experienced professionals committed to discretion and excellence, Caeros transforms capital formation through data-driven matchmaking and relationship curation. Based in Geneva with a global outlook, the firm serves clients seeking exceptional value creation through precisely curated partnerships that align with their long-term objectives.
About The Role
The Vice President (VP) is primarily responsible for managing the execution of M&A, private placements, and capital raising transactions. This role serves as the main point of coordination for transaction processes, client relationships during live deals, and overseeing internal deal teams. While providing support in select origination activities, the VP’s core focus is to ensure quality and effective collaboration. Additionally, the VP will mentor Associates and Analysts, supporting team development and efficiency.
Key Responsibilities
- Transaction Execution Leadership
- Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.
- Client Relationship Management
- Maintain strong working relationships with clients and support senior leadership throughout the deal lifecycle.
- Financial Analysis and Valuation Oversight
- Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.
- Team Management and Development
- Mentor and support Associates and Analysts, ensuring high performance, technical accuracy, and professional growth within the team.
- Review of Client Materials
- Oversee the preparation and finalization of pitchbooks, Confidential Information Memorandums (CIMs), management presentations, and transaction documents.
- Cross-Functional Coordination
- Manage collaboration across legal, financial, and internal teams to ensure smooth execution and resolve transaction-related challenges effectively.
- Support Business Development Initiatives
- Assist senior leadership with select origination efforts, including opportunity evaluation and participation in strategic client discussions.
Supervisory Responsibilities
Support the development of junior staff and provide feedback on performance in coordination with senior leadership.
Qualifications
Education:
- Bachelor’s degree in Finance, Economics, Accounting, or related field required.
- MBA or relevant advanced degree preferred.
Experience
- Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution.
- Proven track record in managing M&A deals, private placements, and capital raising transactions.
- Experience mentoring junior team members.
Technical Skills
- Advanced financial modeling and valuation expertise (Excel).
- Strong proficiency in PowerPoint for client-facing materials.
- Familiarity with financial databases.
- Deep understanding of deal structuring, transaction processes, and regulatory considerations.
Certifications/Licensure
FINRA SIE, Series 63 and 79
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
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Vice President - Investment Banking employer: Caeros
Contact Detail:
Caeros Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President - Investment Banking
✨Tip Number 1
Network strategically within the investment banking community. Attend industry events, webinars, and conferences where you can meet professionals from Caeros or similar firms. Building relationships with people in the industry can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on current trends in M&A and capital raising. Follow financial news, subscribe to relevant publications, and engage with thought leaders on platforms like LinkedIn. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare to discuss your previous deal experiences in detail. Be ready to explain your role in transaction execution, client management, and team leadership. Highlight specific challenges you faced and how you overcame them, as this will showcase your problem-solving skills and expertise.
✨Tip Number 4
Familiarise yourself with Caeros' unique approach to advisory services. Understand their focus on data-driven matchmaking and relationship curation. Tailoring your discussions around their business model during interviews can set you apart and show that you are aligned with their values.
We think you need these skills to ace Vice President - Investment Banking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment banking, particularly in M&A and capital raising transactions. Use specific examples to demonstrate your leadership and mentoring skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Caeros and its mission. Emphasise your experience in managing client relationships and executing complex transactions, and explain how you can contribute to their goals.
Highlight Technical Skills: In your application, clearly outline your advanced financial modelling and valuation expertise. Mention your proficiency in Excel and PowerPoint, as well as any familiarity with financial databases that may be relevant to the role.
Showcase Team Management Experience: Detail your experience in mentoring junior team members and supporting their professional growth. Provide examples of how you've successfully led teams in high-pressure environments to achieve results.
How to prepare for a job interview at Caeros
✨Understand the Company and Its Values
Before your interview, make sure to research Caeros thoroughly. Understand their approach to investment banking, their client base, and their values. This will help you align your answers with what they are looking for in a Vice President.
✨Showcase Your Transaction Experience
Be prepared to discuss specific M&A deals or capital-raising transactions you've managed. Highlight your role in these processes, the challenges you faced, and how you overcame them. This will demonstrate your hands-on experience and leadership capabilities.
✨Emphasise Team Management Skills
As a VP, mentoring junior team members is crucial. Be ready to share examples of how you've supported and developed Associates and Analysts in the past. Discuss your approach to team management and how you ensure high performance and technical accuracy.
✨Prepare for Financial Analysis Questions
Expect questions related to financial modelling and valuation techniques. Brush up on DCF, trading comparables, and LBO models. Being able to discuss these concepts confidently will show your technical expertise and readiness for the role.