Investment Banking Vice President, Technology - San Francisco
Moelis & Company (“Moelis”) Open · verified Oct 22, 2026 At a glance
VP-level Investment & Corporate Development role at Moelis & Company (“Moelis”). San Francisco · full-time · $250,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Oversee LBO, discounted cash flow, valuation, merger accretion and dilution, and credit analyses for client and investor materials
- Build investment cases and prepare offering materials, valuation work, business plans, and financial forecasts
- Track transactions, capital markets, company results, and industry, regulatory, and economic developments
- Work with executive directors and managing directors on marketing, deal assessment, and transaction execution
What you bring
- You have software-sector experience and want to build expertise in infrastructure and cybersecurity
- You have supervised analyst and associate staff on investment banking research, analysis, and transactions
- You bring at least five years of relevant experience
- You hold an MBA from a leading business school or have equivalent investment banking experience
Who this fits
This VP role suits someone with software-sector experience who can lead analytical work and supervise junior bankers. You’ll be based in San Francisco.
From the employer
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
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
Required Skills & Experience:
Demonstrated experience in the software sector and interest to develop deep expertise in infrastructure and cyber security sub-sectors+
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
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.