Chase · 1 week ago
Investment Banking - Mergers & Acquisitions - Technology, Vice President
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
Senior Level
$200K/yr - $275K/yrChase is a leading financial institution offering innovative financial solutions. They are seeking an experienced Vice President to join their Technology M&A team, responsible for executing mergers, acquisitions, and managing client relationships.
BankingFinancial Services
Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models and customer cubes
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Qualification
Required
Bachelors degree in Finance, Accounting, Business, or a related discipline
Prior work experience in an investment banking front office role
Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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