Job Summary

The Associate will work closely with senior professionals and contribute to all aspects of client engagements. Responsibilities include supporting both advisory and investment banking workstreams, performing in-depth financial and operational analyses, and preparing client deliverables. The role offers broad exposure to situations involving liquidity management, restructuring, distressed M&A, capital raising, and strategic alternatives.  Travel will be required.

 Typical assignments include:

• Building and maintaining financial models (e.g., 13-week cash flows, 3-statement projections, valuation analyses)
• Performing company and industry research and preparing market analyses
• Supporting diligence efforts, including gathering, organizing, and reviewing data
• Drafting reports, presentations, and memoranda for clients, lenders, and other stakeholders
• Preparing pitch materials and business development presentations
• Supporting transaction execution (e.g., buyer/seller outreach, data room management, and diligence requests)
• Interacting with clients, investors, lenders, attorneys, and other parties under senior supervision

Skill Key Skills & Qualifications

• Strong analytical, accounting, and financial modeling skills
• Ability to manipulate and interpret large datasets, including cash flow modeling
• Solid understanding of corporate finance concepts and financial statement analysis
• Proficiency in Excel, PowerPoint, and Word
• Strong written and verbal communication skills; ability to distill complex concepts concisely
• Highly organized, with ability to prioritize and manage multiple workstreams under deadlines
• Team-oriented with strong interpersonal skills and professional presence
• Self-starter with strong work ethic, integrity, and sound judgment
• Preferred: Prior exposure to restructuring, distressed M&A, or special situations investment banking

Experience

• BA or BS in Accounting, Finance, Economics, or related field
• Analyst: 0–2 years of experience in financial services, consulting, accounting, or investment banking
• Associate: 2–4 years of relevant experience in restructuring, investment banking, or financial advisory
• CPA, CFA, or FINRA certifications a plus, but not required