Jobs · OTHR · Pennsylvania

Senior Associate, Investment Banking

Sharp Financial · Horsham, PA · 3 mo ago
HybridOTHRFull-time

Key Responsibilities

  • Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses.
  • Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses.
  • Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination.
  • Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
  • Affiliate in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events.
  • Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries.
  • Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication.
  • Collaborate across Sharp's integrated platform to ensure seamless execution and value creation for clients.
  • Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 3+ years of experience in investment banking required.
  • Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel.
  • Experience supporting live deal execution across multiple workstreams.
  • Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders.
  • Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment.
  • Collaborative, client-focused mindset aligned with Sharp's core values.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retail Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Short Term & Long Term Disability
  • Training & Development
  • Work From Home
  • Free Food & Snacks
  • Wellness Resources
  • Summer Fridays

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