Wipfli Corporate Finance Advisors, LLC · 1 week ago
Managing Director Investment Banking
Minneapolis, MN
Full-time
Hybrid
Senior Level, Lead/Staff
$142K/yr - $191K/yr
8+ years expWipfli Corporate Finance Advisors, LLC is looking for a talented and highly-motivated Vice President to join its team in the Twin Cities office! The role focuses on supporting the investment banking team in executing M&A transactions and involves various responsibilities including financial modeling, research, and mentoring junior associates.
Financial Services
Responsibilities
Support investment banking team on the execution of M&A transactions
Assist in preparation of confidential information memos, pitch materials, and presentations
Develop and maintain complex financial models to perform various financial and valuation analyses
Conduct comprehensive and in-depth company and industry research
Provide mentoring to junior associates, offering guidance and support in various tasks and career goals
Play a key role in supporting origination, opportunity evaluation, and deal execution
Occasional travel, 35%
Qualification
Required
Bachelor's degree required with a major in business, finance, accounting, or economics preferred
Minimum of 8 years of previous experience in investment banking
SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required
Quantitative and data-based skills, including experience in valuation and financial modeling
Experience providing constructive feedback and guidance
Ability to learn quickly and ability to manage several projects at once
Must reside in or around the Twin Cities and able to commute to the office
Willing to maintain a hybrid schedule of at least 4 days in office
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli Corporate Finance Advisors, LLC
Wipfli Corporate Finance Advisors, LLC, is a leading financial services firm for successful middle-market companies.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Mark Martinelli
Partner
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