Mergers and Acquisitions Consultant 2-VP

Company: Vantage Recruiting Group
Location: Portland
Posted on: February 24, 2021

Job Description:

Mergers and Acquisitions Consultant 2-VP

• Portland, OR
• Full-time Company Description --It starts with you. Our goal is to attract, develop, retain and motivate the most talented
  people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our
  organization.
  --Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online, and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially.
  --Wealth and Investment Management (WIM) is one of the company's four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance
  and both individual and institutional retirement. Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. In Wealth Management,
  clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth. Job Description Responsible for merger and acquisition relationship management and analysis activities to aid
  owners of privately held companies sell their companies or buy other companies including: developing deal strategies and timelines reviewing and analyzing due diligence processes and materials necessary to understand the company reviewing valuation analyses and models (projections, LBO, DCF, public comparables, historical M and A transactions, etc.) to determine reasonable selling/purchasing price
  range reviewing and finalizing pitch books, information memoranda, management presentations and marketing material contacting acquirers to market deal opportunities managing and performing key steps in the sales execution process such as working with client to develop time or cutoffs for interested parties assisting bankers in firm building activities (training, recruiting, mentoring, etc.) building relationships and maintaining direct contact with current and prospective clients. Develops and maintains contacts with private equity firms and other industry professionals both inside and outside Wells Fargo to help facilitate the execution of future transactions. Act as a team lead to more junior staff.
  Qualifications Required:
  ---4+ years of merger and acquisitions experience, investment banking experience, or a combination of both
  
  Job Expectations:
  ---Obtaining and/or maintaining appropriate Financial Industry Regulatory
  Authority (FINRA) license(s) is required for ongoing employment in this
  position. In addition state registration, specific product licenses or
  SAFE licensing may apply. Additional requirements include meeting
  enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
  
  ---Registration for FINRA Series 63 and 79 must be completed within 180 days of hire date. FINRA recognized equivalents will be accepted.
  Additional Information Bonus: N/A
  Relocation : N/A
  Travel: to 25%
  Car: N/A
  Additional Benefit Information:
  Full Benefits Package - Full Health Insurance and Matching 401K
  DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Mergers and Acquisitions Consultant 2-VP

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