Office Location(s)

  • Boston, MA

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.


  • 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


  • Competitive salary plus incentive based compensation

  • Healthcare and 401k program

About BellMark Partners, LLC

BellMark Partners, LLC with offices in Boston and Cleveland, is an independent investment banking firm focused on providing M&A advisory and investment banking services to middle market companies primarily across the Business & Technology Services, Consumer, Industrials, and Healthcare industries. BellMark Partners provides advice to family, entrepreneur, and other privately-owned companies; private equity and family office-owned companies; and small to mid-cap public companies. Our range of services includes M&A advisory, exclusive sale mandates, strategic alternative reviews, valuations, fairness opinions, and raising capital for growth, acquisitions, recapitalizations, buyouts, and general corporate purposes. For more information, please visit our website at