Vice President, Investment Banking


At Wipfli, people count

The way you think makes you different. At Wipfli, we embrace that.

Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.

We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.

If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.


• Negotiate and execute investment banking projects including sell side representation, buy side representation, and capital raising
• Participate in the drafting of confidential information memorandums and other marketing material
• Research companies and industries
• Analyze financial data
• Support and strengthen private equity relationships
• Participates in quality control
• Participate in networking and business development activities


• Minimum of 5 years’ experience in investment banking 
• Bachelor's degree in accounting or finance
• CFA and/or MBA a plus
• Proficient in the Microsoft Suite of products, especially Word, Excel and Powerpoint
• Strong oral and written communication skills
• Strong analytical skills

• Ability to travel up to 20% of the time

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-RR1



Our commitment:

We invest in the growth of all our associates through ongoing education and career development. The learn more about how we invest in you, see our learning and development page.

We also invest in a strong work-life balance by providing benefits, such as flexible time off and wellness programs. We provide health, vision and dental insurance, generous family leave, flexible work options, 401(k) contributions and paid time off and holidays.

What you can expect:

If your resume is a fit for the position, a recruiter will reach out to you for an initial conversation so we can tell you more about Wipfli and the benefits of working here. We don’t just expect you to just answer our questions. We encourage you to ask us about Wipfli to see if we’re a good fit for you.

Employee Benefits

Generous parental leave

Health, dental, vision and life insurance benefits

Tuition reimbursement

401(K) matching and profit share

Performance bonus

Flexible work schedule and vacation policy

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