Job Responsibilities

• Analyzing companies, industries, historical financial statements and prospective financial information
• Building financial models and performing valuation analyses
• Drafting proposal materials and transaction marketing documents
• Assisting in identifying appropriate investors and/or strategic and financial buyers
• Managing and executing due diligence
• Maintaining relationships with client personnel at appropriate levels
• Analyzing M&A market trends and writing related industry research
• Updating deal records in firmwide CRM (DealCloud)
• Provide guidance/oversight to analysts and interns
• If not held already, will be expected to pass the FINRA Series 79 exam (Investment Banking Professional)
• Must have a willingness to take on additional projects and work outside of the scope of the job description

Requirements

• At least two years of investment banking experience (M&A/Sell-Side)
• Four-year degree with outstanding academic record
• High degree of maturity and integrity
• Strong attention to detail, leadership skills and work ethic
• Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
• Demonstrated aptitude for quantitative and qualitative analysis
• Solid understanding of financial statements and financial modeling
• Strong verbal and written communication skills
• Excellent organizational and problem-solving skills
• Proficiency with Microsoft Office products and Capital IQ
• FINRA Certification - Series 79 (preferred)
• Must be authorized to work in the United States – E-Verify Employer