Vice President/Director – Investment Banking Group
February 10, 2018
VICE PRESIDENT/DIRECTOR – INVESTMENT BANKING ADVISORY GROUP
Vice President/Director – Investment Banking Group: CliftonLarsonAllen Wealth Advisors is seeking to hire a talented professional to help fuel the continued growth of the firm's Investment Banking group. We are currently accepting applications for a Vice President/Director role.
Location: Major metro areas across the U.S.
CliftonLarsonAllen Overview: When transaction needs arise, having experienced advisors at the client's side is critical to a successful outcome. CliftonLarsonAllen Wealth Advisors has the merger and acquisition (M&A) advisory and investment banking expertise to help business owners market and successfully sell their business. Our investment banking professionals design and manage a customized process, creating competitive tension to optimize valuations and non-economic terms.
CLA's Investment Banking Group was formed in 2014 and is very dynamic and entrepreneurial. Professional will work directly with the Managing Director/Group Head and investment banking clients on a daily basis. The professional will have exposure to a broad range of investment banking activities, including:
Senior-level engagement execution on assignments across U.S. and possibly internationally
Daily responsibilities for developing junior resources and building a strong team
Internal and external marketing to help grow the CLA IB brand internally and externally
Basic Investment Banking analysis (trading and transaction comparables, DCF and LBO modeling, research)
Participate in preparation of firm presentations, client offering memoranda, and client management presentations
Contact database maintenance, marketing support
General office and management support
We are only interested in candidates who are highly motivated, willing to work in a highly-entrepreneurial environment, and are top performers. Successful candidates will show ability to work independently as well as with a small team of professionals, be self-starting, assertive in identifying and accomplishing tasks, and show willingness and ability to learn on the job. Since we operate in a high-visibility professional services environment, and our work has immense implications on our clients' lives and financial outcomes, a high level of flexibility in schedules and work environment are required.
Internal Number: 18-0237
About CliftonLarsonAllen LLP
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disa...bility status, protected veteran status, national origin, or any other characteristic protected by law.