VP, Banking Investment

Position: VP, Investment BankingClient: BankingLocation: Remote all over USADuration: Fulltime / PermanentWork Schedule: Remote and 10% travel on company cost$200k - $225K base salary + annual bonus + benefitsPosition OverviewThis is a deal leadership role. Crosstree is seeking experienced investment banking professionals who can independently originate, manage, and close M&A transactions. We are not looking for co-pilots. We need bankers with a proven track record of closing deals on their own, who know the full deal lifecycle like the back of their hand. If you have not led and closed transactions independently, this role is not the right fit.

• Strong sell-side M&A execution experience
• Experience leading or originating healthcare/banking investment transactions

Key Responsibilities

• Independently originate, manage, and close sell-side and buy-side M&A transactions from engagement through closing
• Serve as the primary client relationship manager, providing strategic counsel and active deal management with urgency
• Lead all phases of the transaction process including marketing, buyer outreach, management presentations, due diligence, and negotiations
• Develop and execute business development strategies to cultivate new client relationships and engagements
• Attend and lead client meetings with prospective buyers, including management presentations and due diligence sessions
• Oversee Associates and Analysts, providing direction, quality assurance, and mentoring
• Develop and maintain SOPs and templates designed to optimize efficiency across the firm's assignments
• Support Managing Directors and Principals in business development including creative and strategic direction on pitchbook production
• Perform all duties of Associate and Analyst as needed, including financial modeling, valuation analyses, memorandum drafting, and presentation preparation

Required Qualifications

• Demonstrated track record of independently closing M&A transactions (5 completed closings in a lead role)
• Experience managing the full lifecycle of investment banking assignments from origination through close
• Deep understanding of deal marketing, buyer outreach, negotiation, and closing processes
• MSF, MBA, or Bachelor's Degree with substantial relevant work experience
• Series 63 & 79 license (or ability to obtain within 6 weeks of request)
• Advanced skills in Excel, Word, and PowerPoint
• Exceptional writing, communication, and presentation skills
• Quantitative and analytical skills including financial modeling, corporate financial projections, and equity valuation
• Ability to simultaneously manage multiple active engagements in a fast-paced environment

Preferred Qualifications

• Experience in healthcare or health sciences investment banking
• Established network of buyer and seller relationships in the health sciences sector
• Familiarity with Capital IQ and comparable platforms
• Experience with AI-enabled deal tools and workflows

Application Requirements

• In addition to a current resume, candidates must submit a completed Deal Sheet (template provided) that includes:
• All current active deals (2026), blinded, including industry, engagement type, transaction value, company size, company location, and your specific role
• Your last 10–15 completed closings with the same detail, plus: buyer, seller (blinded), closing date, and link to press release where available
• Candidates whose deal history reflects primarily associate-level involvement will not advance in the process.