Business Services Investment Banking, Associate, NY, Global Advisory

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the center of the world's financial markets. Our expertise, intellectual capital, and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities, and planet. We have 4,600 talented specialists in over 40 countries, delivering a unique global perspective across Global Advisory, Wealth Management, Asset Management, and Five Arrows.

About the role

This role is for the Business Services team in New York, providing M&A and strategic advisory services in North America as well as assisting colleagues globally on international and cross-border projects. The New York office focuses on Mergers & Acquisitions, Restructuring, and Debt and Equity Capital Markets advisory work across multiple industries, playing a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world.

Responsibilities

• Execute live deals in and across multiple verticals and sub-industries within Business Services, including sell/buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory, and Equity Advisory
• Gain extensive private equity exposure
• Oversee and assist in financial modeling, valuation, comparable and relative value analyses, and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
• Spearhead analysis of a broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers, and equity and debt capital market events
• Draft client pitches and marketing materials, including acquisitions, disposals, mergers, refinancing, and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
• Conduct quantitative and qualitative economic, industry, and company research and analysis
• Manage analysts and oversee various work streams
• Attend client meetings, industry conferences, and external training sessions
• Adhere to all compliance regulations and confidentiality policies
• Contribute to Rothschild & Co’s unique firm culture, and recruiting, training, and development efforts

Requirements

• Bachelor’s Degree
• MBA or equivalent graduate degree in Finance with prior experience preferred
• Prior M&A experience at an advisory firm or investment bank required
• Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis
• Ability to provide direction and leadership to build a strong team environment and effective relationships across individuals, teams, and geographies
• Experience building long-term, professional relationships that add value to clients and expand business
• Experience leading client presentations, managing projects, and executing transactions
• Ability to simultaneously manage several projects in a fast-paced environment to meet critical deadlines
• Knowledge of the relevant financial and regulatory environments surrounding M&A
• Advanced Microsoft Office skills (Word, PowerPoint, and Excel)

Pay

Expected base salary for this role in the New York Office ranges from $175,000 to $200,000 per year at the commencement of employment. Salary offers are determined on an individualized basis, considering relevant skills, training, experience, education, and market and organizational factors. In addition to salary and the Rothschild & Co employee benefits package, successful candidates may be eligible for a discretionary bonus.