Job Description

Overview

The Associate position entails analyzing financial statements, creating financial models, performing industry and company research, assisting in the creation of marketing and buyer/investor presentations, drafting offering memoranda, identifying prospective buyers and investors and other tasks related to mergers & acquisitions, corporate finance and investment banking. Candidates should be familiar with valuation methods including discounted cash flow, comparable companies and precedent transaction analyses. The position requires a highly-motivated individual willing to take initiative and work long hours in a fast-paced but rewarding deal-making environment.

Ideal candidates should have at least two years of experience in an investment banking analyst role as well as a bachelor’s degree in accounting, finance, marketing or economics with coursework in financial accounting and financial statement analysis. Candidates should have expert proficiency in Excel, strong analytical and both oral and written communication skills with a minimum GPA of 3.5 from a top-tier university.

The Associate position offers the opportunity to further develop a vast set of finance, accounting and marketing skills and gain deep exposure to mergers & acquisitions and private placement transactions. An Associate will work directly with senior bankers as well as have significant client interaction. Additionally, top performing Associates are considered for direct promotion to a Vice President position.

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Job description

Associates are assigned to a variety of projects and are given a broad range of responsibilities, including:

• Managing and assisting in the preparation of financial models and business valuations
• Creating marketing presentations
• Attending client meetings
• Conducting industry and company-specific due diligence related to transactions
• Drafting information memoranda for M&A and corporate finance assignments
• Assisting in the development and continued cultivation of client relationships
• Gaining an understanding of the interests and acquisition investment criteria of both strategic buyers and private equity firms, domestic and foreign
• Contacting potential buyers and investors (once FINRA licensed) for sell-side clients

Desired Skills and Experience

• A strong work ethic, detail orientation and a passion for excellence
• Knowledge of general accounting and finance principles
• At least 2 years of experience in an investment banking analyst role
• The ability to excel in both team and self-directed settings
• A detailed knowledge of spreadsheet, presentation and word processing software programs

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