Investment Banking Associate - Capital Structure Advisory (New York)

About the Role

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to the public issuance of stock.

Responsibilities

• Make authoritative recommendations about technical or professional solutions that would significantly improve business performance.
• Develop innovative solutions by integrating and analyzing complex and diverse information sources.
• Make authoritative recommendations that have a significant impact on the business over the short and long term.
• Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation.
• Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a wide range of external relationships. Participate in the formulation and evolution of general investment policy.
• Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs.
• Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
• Build complex frameworks to fully assess the scope and context of short-term and long-term business needs.
• Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues.
• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
• Develop and write materials that are highly visible, such as sensitive press releases or speeches to critical audiences.
• Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.

Skills

• Act as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
• Act as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making.
• Act with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions, and formulate plans or policies.
• Use expertise to act as organizational authority on planning, organizing, prioritizing, and overseeing activities to efficiently meet business objectives.
• Use expertise to act as the organizational authority on developing, monitoring, interpreting, and understanding policies and procedures, while making sure they match organizational strategies and objectives.
• Apply expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
• Use an expert understanding of numerical concepts to act as organizational authority on performing mathematical operations such as report analysis.
• Act as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations, and policies in area of expertise.
• Act as the organizational authority and established expert on acquiring, organizing, protecting, and processing data to fulfill business objectives.
• Use comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organization and its clients.
• Work at an advanced level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
• Work at an advanced level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works independently and provides guidance.
• Work at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works independently and provides guidance.
• Act independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
• Use comprehensive knowledge and skills to act independently while guiding and training others to orient the seller's organization around delivering to the key needs of their customers.
• Work at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works independently and provides guidance.
• Use comprehensive knowledge and skills to act independently while guiding and training others to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
• Work at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works independently and provides guidance.
• Use comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, or Finance (Required).
• 3 to 6 years of general work experience.

Pay

Salary Range: $100,000.00 - $200,000.00

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. Additional compensation may include components such as cash or equity, discretionary bonuses, or commissions.

Schedule

• Travel: Less than 25%.
• Workstyle: Resident.