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