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


  • 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
Apply Now