At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Wipfli Corpor ate Finance Advisors, LLC is looking for a talented and highly-motivated Vice President to join its team in the Twin Cities office! WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus on sell-side M&A transactions.
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%.
Qualifications:
- Bachelor's degree required with a major in business, finance, accounting, or economics preferred.
- Minimum of 5 years of previous experience in investment banking.
- SIE Exam, Series 79, and Series 63 licenses 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.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected].
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What We Do
Wipfli helps client do more with digital.
Beyond is where Wipfli Digital begins. We use decades of experience and imagination to help our clients deepen human connections and scale with greater precision and impact. We unlock the real impact of technology so they can transform faster, engage smarter and get tangible results.
As part of Wipfli, Wipfli Digital's team combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams.
Why Work With Us
Above all, we value authenticity and innovation at work.
This is a place where people are the priority. You see it in the way we support one another and empower everyone to bring their true self to the workplace. That mindset creates tighter teams, happier associates and innovative solutions for clients of all sizes.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
