The Investment Banking Associate is an integral part of the transaction team. The Associate will participate in the preparation of financial analyses, conduct due diligence, develop marketing materials, and participate in the execution of a wide variety of transactions. The Associate will also play an integral role in client interaction, as well as participation in marketing efforts.

Essential Duties and Responsibilities

· Prepare, analyze and help explain historical and projected financial information

· Coordinate and perform business due diligence

· Prepare confidential information memoranda, management presentations, marketing materials, pitch books and other presentations as needed

· Create quantitative analyses, financial models, company valuation analyses, etc…

· Perform extensive and in-depth industry research to support client and marketing engagements

· Build relationships and maintain direct contact with clients, prospective clients, and professional advisors

· Participate in business development training and coaching

· All other duties assigned

Requirements

· 3-6 years of professional work experience preferably within Investment Banking or other financial vertical

· Bachelor’s Degree within Business, Finance, Accounting or STEM discipline (Masters degree strongly preferred)

· M&A experience required

· Highly organized and detail-oriented with the ability to appreciate the big picture

· Strong communication and presentation skills

· Dynamic, highly motivated individual with a strong work-ethic

· Ability to manage multiple projects / competing priorities in parallel

· The ability to focus on best practices in terms of process, communication, and financial analysis

· Extensive experience with financial modeling

· Excellent PowerPoint and Excel skills

· Ability to conduct thorough, independent quantitative and qualitative research

· FINRA Series 7, 63 and 79 licenses

· Ability to travel as needed

· No H1B's or OPT candidates at this time

Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k with company match, IRA)

• Life Insurance (Basic, Voluntary & AD&D, Critical Illness, Accident, Group Whole Life)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Short Term & Long Term Disability

• Training & Development

• Employee Profit Sharing Plan

• 24/7 Gym and Wellness Center

• Exclusive Lounge Areas

• 15 Minute On-Site Chair Massages

• Retail in the building – Starbucks, Amazon Go, Sopraffina, Hannah’s Bretzel, and many more!