Investment Banking Associate

Job Summary

The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.

About the role

• Participate meaningfully in all aspects of transaction development and execution
• Develop and present analyses and presentations in client and prospect meetings
• Identify strategic and financial buyers and sellers
• Participate in M&A strategy development discussions
• Draft information memoranda and management presentations
• Coordinate and support due diligence
• Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis
• Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information
• Mentor and develop staff (Analysts)

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in finance, economics, or a related field
• 3 - 5 years of experience in investment banking

Preferred education and experience

• Master's degree in finance, economics, or a related field
• Series 7, 79, and/or 63 designations
• Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

What We Offer

Positive Work Environment

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Comprehensive Benefit Package

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.