Vice President, Investment Banking

Job Description
The Rainier Group is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast.

We are seeking a highly motivated and experienced Vice President to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed.

This individual will play a critical role in leading deal execution and managing client relationships within our sell-side advisory practice. The Vice President will be responsible for overseeing all aspects of the transaction process, from initial client engagement through closing.

Key Responsibilities:

Deal Execution and Management:

• Lead and manage the end-to-end execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements.
• Oversee the preparation of marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses.
• Manage the due diligence process, coordinate with buyers, and lead negotiations on key transaction terms.
• Ensure seamless communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors.

Client Relationship Management:

• Serve as the primary point of contact for clients, providing strategic advice and guidance throughout the transaction process.
• Develop and maintain strong relationships with existing clients, identifying opportunities for additional advisory services and repeat business.
• Support managing directors in originating new business opportunities and expanding the firm's client base.

Financial Analysis and Valuation:

• Review and assess in-depth financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions.
• Review the evaluation and interpretation of financial statements, market data, and other relevant information and development of comprehensive financial projections and investment theses.

Team Leadership and Mentorship:

• Lead and mentor junior team members, providing guidance on project work, financial modeling, and client interactions.
• Contribute to a collaborative and high-performance culture, encouraging team development and continuous learning.

Market and Industry Research:

• Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
• Perform sector-specific research to support transaction positioning and strategic recommendations.

Business Development:

• Support business development initiatives, including pitch preparation, target identification, and market outreach.
• Collaborate with senior leaders to identify new business opportunities and develop tailored solutions for potential clients.

Experience and Skills

• Minimum of 3-5 years of investment banking experience, with a focus on sell-side M&A advisory and a proven track record of successfully managing and closing M&A transactions in a fast-paced, deadline-driven environment.
• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred.
• Strong financial modeling, valuation, and analytical skills and proficiency with Excel, PowerPoint, Deal Cloud/Pitchbook, and research databases.
• Excellent communication and presentation skills, with the ability to convey complex financial concepts to clients and stakeholders.
• Demonstrated ability to manage multiple projects simultaneously and work effectively under pressure.
• Exceptional attention to detail, problem-solving skills, and strategic thinking.
• Strong interpersonal skills and the ability to build and maintain client relationships.

Job Benefits
Why Join Us?

• Entrepreneurial Culture: Be part of a dynamic, growing team where your contributions make a direct impact on the firm's success.
• Growth Opportunities: Gain exposure to a variety of industries and high-profile transactions, enhancing your professional development.
• Work-Life Balance: Benefit from flexible hybrid work arrangements and a supportive environment that values work-life integration.

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $100k and $125k plus incentive pay.

As a Washington's Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We've created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus incentive pay
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of Coldstream
• Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: heavily subsidized parking or free transit pass
• Wellness reimbursement
• Sabbatical Program

Coldstream and The Rainier Group are committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

The Rainier Group is a leading investment banking and business advisory firm headquartered in Bellevue, WA. Over the last 30 years we have worked with hundreds of privately held companies throughout the United States on a variety of assignments. We judge ourselves and our success on the actionable results we achieve for our clients.Learn more at www.rainiergroup.com