Deal Strategy Associate

Key Responsibilities

• Partner closely with Managing Directors and senior executives to drive client engagement initiatives and project management activities
• Manage multiple workstreams simultaneously, demonstrating exceptional organizational skills, sound judgment, and the ability to operate effectively both independently and within cross-functional teams
• Contribute to the development and execution of strategic business development initiatives that support growth objectives and strengthen client relationships
• Conduct in-depth industry, market, and competitive research to identify emerging trends, evaluate opportunities, and deliver actionable strategic insights to senior leadership
• Develop compelling, executive-level presentations, analyses, and communication materials for internal leadership, clients, and prospective issuers
• Lead in client-facing settings by hosting listed companies and prospective clients at MarketSite, participating in industry conferences and webinars, and supporting business development and discovery meetings

Required skills and qualifications

• 3+ years working in a corporate environment (preferably banking, consulting, or financial communications)
• Bachelor's degree
• Excellent communication skills, written and verbal
• Strong multi-tasking skills: able to prioritize as multiple projects arise
• Extremely organized, detail oriented, and discreet (will have access to privileged, non-public information)
• Comfortable interacting with senior leaders and C-suite executives on a frequent basis
• Expertise in Microsoft Office, Canva, and Photoshop
• Proficiency with the following would be a bonus: Salesforce, Monday.com, Pitchbook, and DealBook
• Managing SharePoint libraries
• Knowledge of the Financial and Capital Markets
• Demonstrated proficiency writing in a relevant corporate capacity