Vice President

Cleveland, OH

The candidate will play a critical role in the firm, working on 3 – 4 person deal teams and reporting directly to the Managing Directors. A Vice President takes on a leadership role in all execution work and supervises junior staff members on drafting and preparing offering memoranda and management presentations, financial modeling and valuation analyses, compiling and managing data rooms, and preparing fairness opinions, strategic alternatives presentations, and pitches. A VP serves as an important day-to-day contact with clients on transaction work and interacts with new client prospects, potential buyers/investors, prospective financing sources, attorneys, and accountants. Additionally, VP’s at BellMark are typically given more responsibility, client exposure, and senior banker attention than bankers at larger investment banks due to its entrepreneurial, boutique investment banking culture.

Requirements:

• Undergraduate degree in Finance or Accounting preferred

• MBA helpful but not required

• Minimum five years of investment banking experience, with substantial M&A execution experience

• Series 7, 79, and 63 licenses

• Excellent interpersonal, presentation, quantitative, and writing skills

• Experience with CapitalIQ and Deal Cloud or similar CRM system preferred

• Demonstrated team player with strong leadership skills

Compensation:

• Competitive salary plus incentive based compensation

• Healthcare and 401k program

Analyst I

Boston, MA

Analysts work on deal teams originating and executing a wide variety of advisory and capital raising engagements. Primary responsibilities include financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including offering memoranda, management presentations, fairness opinions, strategic alternatives assessments, and pitch books. Analysts interact daily with senior bankers as well as clients, prospects, financing sources, attorneys and accountants. Additionally, Analysts at BellMark are typically given more responsibility, client exposure, and senior banker attention than junior bankers at larger investment banks due to its entrepreneurial, boutique investment banking culture.

• Undergraduate degree in Economics, Finance or Accounting, min. GPA of 3.3 is preferred
• 2020 graduate or one to two years of relevant experience
• Series 79 (or Series 7) and Series 63 certified, or willingness to sit and pass exams promptly
• Excellent interpersonal, presentation, quantitative, and writing skills
• Demonstrated team player through sports, extracurricular, and/or community activities

• Competitive salary and benefits plus incentive-based compensation

Summer Intern

Boston, MA and Cleveland, OH

Looking for an individual to assist BellMark investment banking team with company and industry research, and overall business development initiatives during Summer 2021 (Approx. June–August).

Responsibilities include, but are not limited to the following:

• Conducting company and industry research via BellMark databases and public data sources;
• Inputting data into company templates;
• Supporting investment banking staff with administrative and reporting tasks associated with business development and client engagements

Requirements:

• Rising senior pursuing a B.S. in either Finance, Accounting, or Economics, GPA of 3.3 or above preferred
• Relevant completed coursework in accounting and/or financial statement analysis
• Excellent interpersonal, presentation, quantitative, and writing skills
• Demonstrated team player through sports, extracurricular, and/or community activities

Compensation:

• Competitive based on experience and education