Investment Banking Associate

Overview

• Join a leading investment banking team specializing in M&A advisory services for private market investment firms.
• Engage in high-impact transactions, providing strategic advice across private equity, credit, and infrastructure sectors.
• Collaborate with seasoned professionals to craft innovative tools, presentations, and processes shaping the firm's reputation.
• Take ownership of complex advisory projects, driving client deliverables and mentoring junior team members.
• Gain exposure to sophisticated deal structures and strategic decision-making processes in a dynamic environment.
• Accelerate career growth through leadership opportunities and impactful contributions to live transactions.
• Work in a collaborative, high-performance setting with substantial professional development potential.
• Utilize advanced financial modeling and presentation skills to execute sell-side and buy-side processes effectively.

Key Responsibilities & Duties

• Lead and mentor analysts, ensuring quality and consistency across analytical materials and deliverables.
• Prepare pitch presentations, CIMs, process letters, bid summaries, and term sheets with precision and creativity.
• Negotiate NDAs and engagement letters, managing information requests and coordinating due diligence workflows.
• Develop and review transaction models, including accretion/dilution, IRR, NPV, yield, and payback metrics.
• Produce valuation models for clients and targets, incorporating public and private market data.
• Analyze bids and deal structures to support strategic client decision-making processes.
• Maintain transaction databases, public company statistics, and industry research for comprehensive analysis.
• Track target lists and develop detailed company profiles to enhance outreach and positioning efforts.

Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 3 years of experience in investment banking or accounting; 5 years preferred.
• Proficiency in financial modeling and advanced PowerPoint skills is essential.
• Experience executing sell-side and buy-side M&A advisory processes is required.
• Direct experience advising private market investment firms is advantageous.
• Strong communication skills for guiding team members and presenting complex financial concepts effectively.
• Ability to manage junior team members and drive client deliverables with precision and leadership.
• Hybrid work arrangement offering flexibility and collaboration opportunities.