top of page


Keystone Global/Keystone Advisors

Job Description

The VP or SVP at Keystone Global will focus on strengthening relationships with existing clients, private equity firms, public sector clients and more, while creating relationships with new potential partners.  This driven leader will assist with company submissions including NDA’s, engagement letters and proposals.  The position will include working on various project opportunities, strategic planning for clients and assisting with growing our pipeline of prospects.  In addition, this role will also include working with analysts to conduct due diligence for clients, assisting with debt and equity raise, performing financial valuations and preparing materials including management and lender presentations, confidential information memoranda and other key deliverables for clients.


The VP will be a major contributor to the investment banking and consulting divisions of Keystone Global, including potential to assist with management of analysts and associates within the division.  The VP will look to help grow the team and ultimately lead to the expanded exposure of Keystone.


The VP is a highly motivated, personable and versatile individual and is eager to expand their knowledge of the ever-changing and complex industry.



  • Support Client Engagements including various task orders and engagement deliverables

  • Work with various sellers to help develop an actionable succession plan, whether it be exit through strategic buyer, management buy-out, ESOP or other change of control

  • Develop relationships with various buyers including both strategic firms as well as private equity companies

  • Develop strong report with lenders, including private investors and larger banks both for capital raise initiatives and project finance opportunities.

  • Advise clients throughout transaction process as it relates to valuation, LOI Negotiations, due diligence, and closing support (whether sell/buy side engagements, corporate or project finance)

  • Work with analysts to develop upkeep in general research of public companies, precedent transactions, updated economic projections, winning bidders in various states, new funding and updated sources of Federal, State and local funding and other important key AEC developing news items – in support of both advisors and strategies

  • Advise on financial aspects of the RFP process for infrastructure project advisory (develop and draft financial proposals, develop preliminary financial models for the specific project, manage lender outreach, advise on commercial and financial close)

  • Research and develop strategic consulting reports considering client deliverable requirements (i.e. target co research and/or state/US specific economic or project specific market data)

  • Strategic Focus for growth initiatives for both project finance and M&A opportunities

  • Maintain buyer/seller list and pipeline to keep action items in focus

  • Relationship management with prior or existing clients, banks and other institutions that support our business.

  • Assist in the execution of contracts as it relates to client engagement letters, teaming agreements and/or project MOU’s.



Minimum Requirements

  • 5-10 years of work experience in the infrastructure, AEC or finance related industries

  • Entrepreneurial mindset and strong work ethic

  • Proficient in MS Office (Excel, Word, PowerPoint and Outlook)

  • Excellent written and verbal communication skills

  • Strong interpersonal skills and high personal integrity


Desired Experience/Skills

  • Major and background in finance

  • Experience in construction

  • Series 73 and 69


Work Location: Jericho, NY or Irvine/Los Angeles, CA


Description Disclaimer: The above is intended to describe the general content of and requirements for the

performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical

requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Vice President: Projects
bottom of page