Vice President, Finance & Banking

Role Description

This is a full-time, on-site Vice President role based in Los Angeles, CA
. The Vice President will lead deal execution activities, including sourcing opportunities, performing financial modeling and valuation analyses, coordinating due diligence work streams, and preparing investment committee materials. The role includes overseeing third‑party advisors, managing data rooms, negotiating transaction terms, and supporting legal documentation processes.

On an ongoing basis, the Vice President will partner with portfolio company management teams to drive value creation initiatives, monitor performance, and track key financial and operational metrics. Responsibilities also include mentoring junior team members, contributing to fundraising and investor relations materials, and supporting internal initiatives that enhance the firm's processes and portfolio outcomes.

• Strong investment analysis skills, including financial modeling, valuation, capital structure analysis, and scenario modeling.

• Proven deal execution experience in private equity, investment banking, or a related principal investing role, including due diligence and transaction management.

• Portfolio management capabilities, such as performance monitoring, KPI development, budgeting, and supporting operational improvement initiatives.

• Excellent communication skills, including the ability to create clear investment memos, presentations, and reports for internal and external stakeholders.

• Relationship‑building skills with management teams, advisors, lenders, and co‑investors, with a collaborative and professional approach.

• Leadership and people development experience, including mentoring and guiding analysts and associates in their work.

• Bachelor’s degree in finance, economics, accounting, business, or a related field; an MBA, CFA, or equivalent advanced training is highly beneficial.

• Demonstrated track record of high performance, strong attention to detail, and sound judgment in fast‑paced, complex situations.

• Comfort working on‑site in Los Angeles, CA, with the flexibility to travel to portfolio companies and transaction‑related meetings as needed.