Associate, Investment Banking

About the role

We are passionate about our business and our culture, and are seeking individuals with that same drive to manage complex M&A and restructuring transactions.

Responsibilities

• Oversee research and financial analysis of financial implications of mergers and acquisitions.
• Prepare offering memoranda, transaction-related documents, management and client presentations, and manage data room preparation and due diligence processes.
• Construct detailed and sophisticated financial models, company valuations, and mergers and acquisition transaction comparisons based on research findings and client analysis.
• Gather industry, regulatory, and economic information, company financial statements, financial periodicals, and publications to extract relevant data for financial forecasting.
• Provide in-depth quantitative financial analysis for business, industry, and economic forecasting.
• Identify emerging market trends and regulatory changes within investment and advisory domains; develop strategies to secure investment opportunities and expand the firm’s market presence.
• Review credit documents, merger documents, and other legal documents to analyze transactional-related issues and considerations.
• Engage in execution activities, including data gathering, in-depth analysis, material preparation, and managing standard processes such as preparing deal documentation.
• Prepare analytical materials to support credit, compliance, engagement committee, and balance sheet approvals.
• Interpret data concerning price, yield, stability, and future trends in investment risks and economic influences relevant to investments.
• Conduct corporate operations reviews, portfolio analytic reviews, and prepare risk/return valuations and board presentations.
• Gather and process market share data, shareholder, and investor profiles.
• Interact closely with clients, particularly senior management teams.
• Provide mentorship and supervision to Analysts performing research and analysis on transactions.

Requirements

• Bachelor’s degree in Business Administration, Economics, Finance, Accounting, Mathematics, or a related field.
• Two (2) years of financial analysis or related experience in the investment banking industry, including:
  • Financial modeling
  • Business valuation analysis
  • Corporate finance
  • Preparing client presentations
  • Transaction structuring and legal documentation review and analysis
  • Sector-specific benchmarking and strategic research and insights
• Experience or knowledge in the following:
  • M&A transactions
  • S&P Capital IQ, Bloomberg, and FactSet
  • Microsoft Office (Excel, PowerPoint, Word)
  • Accounting principles and financial statements
  • Regulatory filing and compliance
  • Transaction due diligence, including process management and analytical frameworks
• Must hold SIE, Series 7, and Series 79 licenses.

Pay

Expected salary for this position is $225,000 per year. Base pay may vary based on market location, experience, skills, education, and other job-related reasons.