Investment Banking - Associate
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