Investment Banking and Capital Markets-Banker-Industrials Associate

About the role

Support execution of live transactions for the Industrials coverage team, including preparation of detailed memoranda and presentations, and analyze the key attributes of client companies.

Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions.

Develop and apply advanced financial analyses and models.

Participate in client interactions / meetings for both deal origination and execution.

Issue client interaction reports to senior management and maintain ongoing communication.

Responsibilities

• Support execution of live transactions for the Industrials coverage team, including preparation of detailed memoranda and presentations, and analyze the key attributes of client companies.
• Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions.
• Develop and apply advanced financial analyses and models.
• Participate in client interactions / meetings for both deal origination and execution.
• Issue client interaction reports to senior management and maintain ongoing communication.

Requirements

• Proven experience in deal execution providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Industrials sector.
• Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution.
• Background in the Industrials sector (academic and/or work experience) ideal but prior deal execution experience is a must.
• Bachelor’s degree (advanced degree preferred).
• Series 79, 63 licensing preferred.

Qualifications

• Proven experience in deal execution providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Industrials sector.
• Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution.
• Background in the Industrials sector (academic and/or work experience) ideal but prior deal execution experience is a must.
• Bachelor’s degree (advanced degree preferred).
• Series 79, 63 licensing preferred.

Skills

• Performing detailed financial modeling and valuation analyses on public and private companies.
• Performing in-depth company and industry research to support deal origination and execution.

Benefits

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits.

A diverse and inclusive environment that embraces change, innovation, and collaboration.

Suitable vacation, personal and volunteer days.

Employee Resource Groups supporting an inclusive workplace while promoting community engagement.

Education resources, matching gift and volunteer programs.

Pay

The salary range for this position in New York is $150,000 - $225,000.

Schedule

It is the Bank’s expectation that employees hired into this role work in person in the New York City, NY office.