Investment Banking Vice President – Technology

Moelis & Company

Vice President in Technology overseeing quantitative analyses and client presentations at investment bank. Collaborating with executive directors on various financial services projects.

Posted 7/29/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in quantitative analysis, including leverage buyout models and discounted cash flow, while effectively managing investment scenarios and presentations. Proven ability to supervise teams and adapt to evolving client needs in the investment banking sector.

Highest-signal resume keywords

MBA from Top-Tier Business SchoolFive or More Years of Relevant Work ExperienceSupervising Analyst and Associate Level StaffEconomic and Financial Analysis MethodsAttention to Detail and Problem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Quantitative AnalysisLeverage Buyout ModelsDiscounted Cash FlowValuation AnalysisFinancial ProjectionsInvestment ScenariosFinancial ForecastingBusiness StatisticsMarketingCredit Analysis

Soft Skills

MaturityPresenceInitiativeAttention to DetailProblem-Solving Skills

Industry Keywords

Investment BankingCapital MarketsMerger and AcquisitionRisk AdvisoryFinancial StatementsRegulatory InformationEconomic InformationClient PresentationsTransaction EvaluationTransaction Processing

About the role

Key responsibilities & impact

Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing.

Requirements

What you’ll need

An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem-solving skills
Ability to effectively adapt to and address changing client and firm needs.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Moelis & Company Website LinkedIn All Job Openings 501 - 1000 employees Founded 2007 💼 Consulting 🏦 Banking 💸 Finance Consulting
Banking
Finance Moelis & Company is a global independent investment bank that provides confidential and unconflicted strategic advice. With a presence in 23 locations worldwide, the firm has advised on over $4 trillion in transactions across various sectors, offering expertise in M&A, capital structure, capital markets, and private funds advisory. Moelis & Company leverages its extensive global network to deliver tailored solutions for its clients. Investment Banking Vice President – Technology 🔥 0 minutes ago 🏢 San Francisco – Onsite 💵 $250k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing. 🎯 Requirements
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem-solving skills
Ability to effectively adapt to and address changing client and firm needs. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Director, Strategic Partner Operations – Finance & Contracts 🕒 July 8 Gap Inc. 10,000+ employees 📦 Logistics 👗 Fashion 🛒 Retail Website LinkedIn All Job Openings Director of Finance & Contracts leading financial governance infrastructure for vendor relationships at Gap Inc. Ensuring accurate invoice validation and contract compliance across hundreds of millions in vendor commitments. 🏢 San Francisco – Onsite 💰 Post-IPO Debt on 2020-05 ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Principal Product Manager, Finance 🕒 June 18 Autodesk 10,000+ employees 🏗️ Construction 🏭 Manufacturing 💼 Consulting Website LinkedIn All Job Openings Finance Technology Principal Product Manager overseeing the end-to-end Finance Close product strategy at Autodesk. Focused on close process transformation and operational scalability. 🏢 San Francisco – Onsite 💵 $128k - $228.7k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Director, Corporate FP&A 🕒 April 21 Autodesk 10,000+ employees 🏗️ Construction 🏭 Manufacturing 💼 Consulting Website LinkedIn All Job Openings Director of Corporate FP&A responsible for long-range planning and financial strategy at Autodesk. Collaborating with Finance leadership to deliver decision-ready insights for executive stakeholders. 🏢 San Francisco – Onsite 💵 $149k - $267.4k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Sales Director, Financial Services 🕒 April 8 LiveRamp 501 - 1000 📣 Marketing Website LinkedIn All Job Openings Sales Director at LiveRamp managing enterprise sales and exceeding revenue targets. Leading B2B sales initiatives in data analytics, cloud, and financial services. 🏢 San Francisco – Onsite 💵 $117.5k - $175k / year 💰 Series C on 2013-03 ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor VP Financial Advisor 🕒 December 24, 2025 Wealth Enhancement Group 501 - 1000 💸 Finance 🛡️ Insurance Website LinkedIn All Job Openings VP Financial Advisor guiding clients towards financial success at Wealth Enhancement Group. Collaborative role involving client relationship management and financial planning facilitation. 🏢 San Francisco – Onsite 💵 $164k - $250k / year 💰 $736.3k Funding Round on 2022-02 ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs