Investment Banking Associate

About the role

The Investment Banking Associate will support senior bankers in executing a variety of transactions. This role offers a unique opportunity to gain hands-on experience and build a strong foundation for a career in investment banking.

Key Responsibilities

• Build detailed financial models to evaluate transaction opportunities, including discounted cash flow, comparable company, and precedent transaction analyses.
• Conduct industry research, market analysis, and due diligence to support client engagements and identify new business opportunities.
• Prepare client presentations, pitch books, and other marketing materials for prospective and existing clients.
• Aid in the execution of transactions by preparing valuation analyses, drafting information memorandums, and coordinating due diligence processes.
• Work closely with senior bankers, clients, and other stakeholders to deliver high-quality advisory services.
• Ensure all deliverables and processes comply with internal standards.

Preferred Attributes and Skills

• Detail-oriented with strong communication and follow-up skills, as well as a capacity to work independently.
• Independent thinker, comfortable taking initiative, and excellent writing abilities.
• Commitment to excellence—perform duties at the highest level possible on a consistent basis.
• Excellent interpersonal and communication skills—able to interact with people of all levels in a confident, professional manner.
• High degree of integrity—demonstrated ability and temperament to work with sensitive and confidential information.
• Resourcefulness, energy, attention to detail, and the ability to multi-task in a fast-paced environment.
• Team player—have team-oriented experience and approach.
• Desire to grow and take on increasing responsibilities.

Requirements

• Bachelor’s degree in finance, economics, accounting, or a related field.
• 1-3 years of experience in investment banking, corporate finance, or a related role (prior internship experience will be considered).
• Strong analytical and quantitative skills, with experience in financial modeling and valuation techniques.
• Strong proficiency in Microsoft Excel, PowerPoint, and other relevant tools.
• Familiarity with financial statements, spreadsheets, and accounting.
• Experience in creating presentation materials, drafting of memoranda and offering documents for internal and external use, is preferred.
• SIE, 63, and 79 licenses preferred (or willingness to obtain prior to hire).

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retail Plan (401k)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Life Insurance (Basic, Voluntary & AD&D)

Pay

The estimated base salary range for this position, at the time of posting, is $65,000 to $80,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses.

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