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Senior Associate or Vice President

Company: Columbia West Capital
Location: Scottsdale
Posted on: May 16, 2022

Job Description:

Columbia West is seeking a Senior Associate or Vice President to join our investment banking advisory practice. Please respond with inquiries to

Columbia West is an investment bank focused on providing premier financial and strategic advisory services to middle market companies across a broad spectrum of industries. Founded in 2003 and based in the Southwest, the firm provides top-tier, major-market investment banking experience and senior management expertise to successful, growing businesses and entrepreneurs throughout North America. Our service offering includes M&A advisory, capital raising, debt restructurings, fairness opinions and business valuations. We pride ourselves on consistently delivering to our clients the expertise and capabilities of a large investment banking firm with the energy, focused attention and flexibility of a small entrepreneurial firm.

You will be responsible for the following duties (among others):

Participate in the origination and execution of capital raise and M&A transactions, strategic advisory work, and valuations
Presentations, analysis and administrative tasks not performed by junior staff. -Presentation work involves compiling and writing various PowerPoint presentations including marketing documents ("Pitchbooks") and documents for live transactions
Financial modeling including DCF, LBO, and comparables analysis not performed by junior staff and the supervision of its creation
Writing Confidential Information Memoranda ("CIMs") including composition of text and the assessment of supportive research related to company, competitor, and industry information to be incorporated
Any administrative work not performed by the Office Manager or Junior staff, such as scheduling and setting up conference calls and meetings, making travel arrangements, organizing events, etc.
Participate in the marketing of CW to new company prospects, company owners, and referral sources
Researching prospective companies, soliciting meetings and calls, attending trade shows and events, obtaining contact information, managing published CW research material such as the Annual Deal Survey, etc.
Pursue the development of relationships which may result in client growth
Perform the duties of a Managing Director when they are unavailable
Participate in the overall growth of CW
Recruit new team members, manage junior staff, represent CW at marketing functions, create systems and processes to support and contribute to the company's growth
We are highly biased towards an in-office person in Scottsdale but could consider a remote worker depending on the level of experience

Keywords: Columbia West Capital, Scottsdale , Senior Associate or Vice President, Executive , Scottsdale, Arizona

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