Investment Banking Associate | ESOP

Responsibilities

• Execute ESOP transactions, recapitalizations, M&A mandates, and capital raising engagements from initiation through closing
• Build detailed financial models, including LBOs, valuation analyses, ESOP feasibility studies, fairness opinions, and transaction structures
• Prepare client presentations, board materials, confidential information memoranda (CIMs), and marketing documents
• Manage due diligence processes and coordinate with clients, legal counsel, lenders, valuation advisors, and other transaction stakeholders
• Conduct industry research, market analysis, and strategic assessments for prospective and active engagements
• Support senior bankers with client management, business development initiatives, and transaction execution
• Mentor and oversee analysts while ensuring high-quality work product and process management

Qualifications

• 2-5 years of Investment Banking experience at a boutique, middle-market, elite boutique, or bulge bracket institution
• Experience executing M&A, capital raising, valuation, restructuring, or other transaction advisory mandates
• Strong financial modeling, valuation, and analytical skillset
• Excellent written and verbal communication skills
• Ability to manage multiple workstreams in a fast-paced, client-facing environment
• Prior ESOP experience is preferred but not required; candidates with strong M&A transaction experience are encouraged to apply