Investment Banking Associate

About the Role

Our Associates work directly with our senior bankers in executing all facets of an engagement. Associates will be responsible for company, industry, and transaction analyses as well as financial modeling, and a variety of business development initiatives. Associates will gain exposure to a wide variety of transactions and will be expected to contribute to multiple live deal teams concurrently.

Associates at the Firm are given a tremendous amount of responsibility, including leading transaction-related calls, meetings, and marketing efforts. They are expected to operate autonomously throughout every stage of the deal and be able to manage workflows accordingly.

Financial modeling and presentation development skills are critical as candidates will be working on lean deal teams and will be expected to contribute immediately. This is not a rigid three-year program; high-performing Associates will be given the opportunity to be promoted to Vice President.

Key Responsibilities

• Conduct research and prepare analyses of companies, industries, capital markets, historical financial statements, and prospective financial information
• Manage a team of analysts and assist in professional development
• Create financial models, valuation analyses, debt capacity and capital adequacy analyses, as well as prepare documents and presentations for proposals and transactions
• Assist in transaction due diligence (gathering and studying annual and quarterly financial reports, audited financial statements, balance sheets, etc.) and project support
• Support management in researching and creating marketing pitch books to target or support certain clients, industries, or advisory activities
• Maintain financing source, investor, or client databases to create efficiencies in the deal-marketing and execution process, as well as other databases
• Assist in the identification of deal-appropriate investors

What We Look For in Candidates

Successful Associates are able to multitask and manage a variety of projects in a dynamic, team-oriented environment. Candidates must demonstrate the highest levels of professionalism, analytical skills, and attention to detail. We look for individuals who are energetic, self-motivated, and bring enthusiasm to the team. You should have an excellent academic background and experience working for an investment bank or in a similar capacity at a related business (i.e., corporate development, private equity, leveraged lending, etc.).

Qualifications

• Bachelor's degree from a highly ranked school.
• Required: 3+ years of investment banking experience
• Have strong presentation skills, from verbal and written communication to professional PowerPoint and Excel production.
• Working knowledge of accounting principles and being adept at financial modeling and reporting, including income statement and cashflow forecast development and five-year growth projections.
• Transaction experience in executing financial and operational due diligence is necessary.
• Experience balancing multiple transaction timelines simultaneously for companies ranging in size.
• Be able to successfully explain investment rationale, including risks and opportunities of a particular investment opportunity.
• Be a self-starter and add value in each stage of the transaction, from lead development to closing documentation.
• Ability to travel up to 30% of the time.