PKF O'Connor Davies · 4 hours ago
Investment Banking - Vice President, Mergers & Acquisitions ( M&A)
Stamford, CT
Full-time
Onsite
Mid, Senior Level
$150K/yr - $175K/yr
6+ years expPKF O'Connor Davies is seeking an experienced and motivated Vice President to join their rapidly growing M&A advisory practice. The role involves leading and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries, significantly impacting the firm’s expansion and success.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Lead day-to-day project management
Interface with clients and take a lead role in executing transactions
Oversee buyer and market research
Oversee financial modeling and analysis
Develop and participate in pitch presentations
Hire and train junior staff
Review work product of others
Identify new business opportunities and develop business relationships
Contribute to marketing, process and system improvements
Qualification
Required
Ability to independently lead M&A transactions with reasonable support from senior bankers
Agile leader that can exercise sound judgement under pressure
Strong financial modeling skills
Strong communication skills, both written and verbal
Strong analytical and problem-solving skills
Proven project management and leadership skills
Detail oriented but with ability to see the big picture
Self-starter and driven but effective working as part of a team
4 year degree or MBA from a top-tier business school
Six or more years of M&A advisory experience focused on serving privately owned companies in the middle market
Series 79 and 63 licenses
Benefits
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2025-12-09
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