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VP, Banking Investment

TalentBridge

Tampa, FL(remote)

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JOB DETAILS
SALARY
$200–$225 Per Year
SKILLS
Accounting Close, Analysis Skills, Artificial Intelligence (AI), Banking Services, Business Administration, Business Development, Business Strategy, Communication Skills, Corporate Finance, Customer Relations, Customer Relationship Management (CRM), Due Diligence, Financial Analysis, Financial Modeling, Financial Projections, Financial Transactions, Health Science, Healthcare, Investment Services, Leadership, Marketing, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Negotiation Skills, Presentation/Verbal Skills, Press Releases, Purchasing/Procurement, Quality Assurance, Quantitative Analysis, Sales, Sales Closing Skills, Sales Management, Series 63, Standard Operating Procedures (SOP), Strategic Planning, Transaction Processing/Management, Travel Industry, Willing to Travel
LOCATION
Tampa, FL(remote)
POSTED
8 days ago
Position: VP, Investment Banking
Client: Banking
Location: Remote all over USA
Duration: Fulltime / Permanent
Work Schedule: Remote and 10% travel on company cost
$200k - $225K base salary + annual bonus + benefits

Position Overview
This is a deal leadership role. Crosstree is seeking experienced investment banking professionals who can independently originate, manage, and close M&A transactions. We are not looking for co-pilots. We need bankers with a proven track record of closing deals on their own, who know the full deal lifecycle like the back of their hand. If you have not led and closed transactions independently, this role is not the right fit.
  • Strong sell-side M&A execution experience
  • Experience leading or originating healthcare/banking investment transactions
 
Key Responsibilities
  • Independently originate, manage, and close sell-side and buy-side M&A transactions from engagement through closing
  • Serve as the primary client relationship manager, providing strategic counsel and active deal management with urgency
  • Lead all phases of the transaction process including marketing, buyer outreach, management presentations, due diligence, and negotiations
  • Develop and execute business development strategies to cultivate new client relationships and engagements
  • Attend and lead client meetings with prospective buyers, including management presentations and due diligence sessions
  • Oversee Associates and Analysts, providing direction, quality assurance, and mentoring
  • Develop and maintain SOPs and templates designed to optimize efficiency across the firm's assignments
  • Support Managing Directors and Principals in business development including creative and strategic direction on pitchbook production
  • Perform all duties of Associate and Analyst as needed, including financial modeling, valuation analyses, memorandum drafting, and presentation preparation
 
Required Qualifications
  • Demonstrated track record of independently closing M&A transactions (5 completed closings in a lead role)
  • Experience managing the full lifecycle of investment banking assignments from origination through close
  • Deep understanding of deal marketing, buyer outreach, negotiation, and closing processes
  • MSF, MBA, or Bachelor's Degree with substantial relevant work experience
  • Series 63 & 79 license (or ability to obtain within 6 weeks of request)
  • Advanced skills in Excel, Word, and PowerPoint
  • Exceptional writing, communication, and presentation skills
  • Quantitative and analytical skills including financial modeling, corporate financial projections, and equity valuation
  • Ability to simultaneously manage multiple active engagements in a fast-paced environment
 
Preferred Qualifications
  • Experience in healthcare or health sciences investment banking
  • Established network of buyer and seller relationships in the health sciences sector
  • Familiarity with Capital IQ and comparable platforms
  • Experience with AI-enabled deal tools and workflows
 
Application Requirements
  • In addition to a current resume, candidates must submit a completed Deal Sheet (template provided) that includes:
  • All current active deals (2026), blinded, including industry, engagement type, transaction value, company size, company location, and your specific role
  • Your last 10–15 completed closings with the same detail, plus: buyer, seller (blinded), closing date, and link to press release where available
  • Candidates whose deal history reflects primarily associate-level involvement will not advance in the process.
 
 

About the Company

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