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
Not specified in the original listing.
Not specified in the original listing.
