Investment Banking Associate Job at RF Lafferty & Co., Inc, New York, NY

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  • RF Lafferty & Co., Inc
  • New York, NY

Job Description

Company Description

Established in 1946 and family owned and operated since 1970, R.F. Lafferty & Co., Inc. is a full-service brokerage firm. They provide retail brokerage, investment advisory, institutional sales and trading, market making, independent research, and investment banking services with a focus on quality and integrity. R.F. Lafferty & Co., Inc. is a leading micro-small cap investment banking firm with a growing platform.

Role Description

This is a full-time hybrid role for an Investment Banking Associate at R.F. Lafferty & Co., Inc. based in New York, NY.

  • Financial Analysis & Market Research: Conduct financial modeling, valuation analysis, and due diligence to support deal structuring and execution. Analyze industry trends and market activity to provide insights and recommendations.
  • Deal Execution & Documentation: Manage deal workflows, coordinate due diligence, and oversee transaction documentation. Prepare investor presentations, offering memoranda, and other key materials for fundraising efforts.
  • Client Relationship Management: Build and maintain strong relationships with corporate clients, institutional investors, and private equity firms.
  • Capital Raising & Advisory Services: Assist senior team members to originate, structure, and execute equity and debt capital markets transactions, including IPOs, secondary offerings, private placements, and PIPEs.

Qualifications

  • Financial Modeling and Valuation skills
  • Due Diligence and Analytical Skills
  • Strong background in Finance
  • Excellent problem-solving and critical thinking abilities
  • Comfortable working in a fast-paced environment and meeting evolving firm needs
  • Experience in investment banking or related field
  • Bachelor's degree in Finance, Economics, or a related field
  • SIE and Series 63 and 79 preferred

Job Tags

Full time,

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