Title: Vice President, Transaction Advisory Services, Digital Value Creation (Business Analytics)
Employment Type: Full-time | Permanent
Location: Chicago/Dallas
Meritocratic platform - promotion from Analyst to Associate requires a minimum of 3 years; above that, performance-driven
Early exposure to business development (pitch decks, marketing materials) - BD metrics become formal requirements at VP level and above
The Challenge
An investment bank's Transaction Advisory Services (TAS) practice is seeking a Vice President to join their fast-growing Digital Value Creation group (DVC). DVC provides key insights to our clients by leveraging financial, operational, and third-party data.
Key Responsibilities
- Participate in buy-side and sell-side M&A diligence engagements and separate data-focused engagements
- Communicate directly with senior business executives and internal stakeholders
- Gather, evaluate, sanitize, and organize datasets
- Prepare data workflows to clean and combine data from multiple sources
- Prepare data visualizations and dashboards to deliver key insights
- Generate insights on the drivers of business growth, margin sustainability, and profitability
- Identify the key business risks and opportunities impacting business valuation
- Prepare relevant analyses including: price-volume analysis, customer cohort analysis, and customer order analysis
- Be willing to learn and train peers in the advisory practice on data analysis and visualization tools
- Continuously develop industry knowledge and qualifications
- Train, develop, mentor, and lead Financial Analysts and Associate team members
- Prepare marketing materials and participate in business development activities
- Work on multiple assignments simultaneously
Basic Qualifications
- 5-7 years of transaction services experience in Data Analytics or a combination of Data Analytics and Financial Due Diligence
- Strong command of Tableau, Power BI (DAX), or both
- Strong command of Alteryx, Dataiku, or equivalent data prep tool
- Strong command of Microsoft Excel and Powerpoint
- Strong analytical abilities
- Prior experience with one or more AI LLM tools (ChatGPT, Claude, or Gemini)
- Exceptional work ethic, high motivation, and a demonstrated ability and desire to work cooperatively with team members and client professionals
- Exceptional verbal and written communication skills
- A demonstrated ability to work cooperatively and be a team player
- Ability and willingness to travel when required
- Strong academic performance, professional achievement, and client service excellence
Preferred Qualifications
- Experience in, or a working knowledge of Python, SQL, R, VBA, Snowflake, or Google Cloud Platform is a plus
- Experience in Claude Code or OpenAI Codex is a plus