Investment Banking Associate
About the role
This is a leadership role for rising professionals. Associates supervise analysts and work directly with managing directors on 25–30 ESOP investment banking engagements per year.
Responsibilities
- Manage ESOP transaction and financing processes.
- Participate actively in deal structuring and valuation analysis.
- Lead transaction-related due diligence and manage document flow.
- Oversee client presentations and transaction memorandum drafting.
- Support senior bankers across all aspects of transactions.
- Attend client meetings and presentations.
- Mentor and coach analysts.
Qualifications
- 3–4 years of investment banking, accounting, or related experience.
- 1–2 years of direct ESOP experience.
- Degree in finance, accounting, economics, or a related field.
- Familiarity with M&A, LBOs, and advanced finance/accounting concepts.
- Strong financial modeling and writing skills.
- Exceptional attention to detail.
- Ability to work independently.
- Immediate availability.
About CSG Partners
Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice. Private companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.