Analyst or Associate - Capstone Partners' Financial Advisory Services, SSIB

About the role

SSIB is seeking an experienced Analyst or Associate to join its Chicago, Boston or Dallas office. The role provides exposure to a range of special situation transaction opportunities, including debtor- and creditor-side transactions, both in- and out-of-court, involving distressed M&A, private financings, liability management exercises (LMEs), and restructurings.

Responsibilities

• Prepare, analyze, and develop financial models for historical and projected financial information, including preparation and review of three-statement models, 13-week cash flow projections, debt capacity analyses, merger models, and valuation analyses
• Execute M&A, capital raise, and LME/Restructuring transactions, manage day-to-day process activities, and maintain strict deadlines
• Organize and prepare confidential information memoranda, management presentations, marketing pitches and other presentations
• Lead the maintenance and execution of counterparty diligence activities for transactions
• Build relationships and maintain contact with clients, prospective clients, and professional advisors
• Supervise and mentor other junior professionals
• Perform other duties as assigned

Qualifications

• Basic Qualifications: Bachelor’s degree, preferably in accounting, finance, or related discipline; Analyst: 1+ years of investment banking experience, preferably involving special situations/corporate restructuring experience; Associate: 3+ years of investment banking experience, including at least 2 years of special situation/corporate restructuring experience; Excellent analytical skills and ability to develop and maintain financial models using Excel
• Preferred Qualifications: The ability to work independently in a fast-paced environment; Strong knowledge and practical experience with special situations, restructuring, and bankruptcy transactions; Motivated, creative, outgoing and possess strong skills in financial analysis; Excellent verbal and written communication skills; FINRA Series 79 and 63 licenses (63 where required by state); Experience with Pitchbook and CapIQ; Willingness to travel; Must be authorized to work in the United States – E-Verify Employer; Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer