Investment Banking Associate

About the role

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Responsibilities

• Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
• Developing various analytical and data-driven components for the development of M&A transactions
• Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
• Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
• Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
• Involving in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
• Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
• Participating in strategic discussions surrounding the transaction

Qualifications

• Bachelor's degree in accounting or finance, MBS preferred but not required
• At least 3 years work experience in investment banking or transactional related field is required
• Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff

Pay

The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00

Schedule

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.