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Job Summary

The associate will work closely with senior professionals and have active participation in all aspects of engagements from start to closing. As an engaged member of our client services team, he/she must have experience executing all essential functions of transactions including financial statement and valuation analysis, complex financial modeling, 13-week cash flow projections, company and industry research, and due diligence.

Day-to-Day Responsibilities Include:
  • Developing and preparing pitch books and marketing materials
  • Drafting reports, descriptive memoranda & oral presentations
  • Managing prospect outreach, diligence requests, negotiation of definitive agreements
  • Interacting with clients, potential investors, attorneys and other stakeholders
  • Maintaining records, files and data related to client engagement activities
  • Responding to requests for data, research, analyses, etc. as needed
Skill Requirements:
  • Strong analytical, accounting and financial modeling skills
  • Ability to construct cash flow models with proficiency to manipulate/distill large amounts of data
  • Solid understanding of key financial analyses (ratios, bridges, sensitivity analyses, etc.)
  • Adept forecasting capabilities including integrated model (IS/BS/SCF/Debt)
  • Strong organizational skills
  • Proven understanding of Excel, PowerPoint, etc.
  • Ability to travel as needed
  • Ability to communicate concepts and ideas concisely and clearly, both in writing and in speaking
  • Strong interpersonal and communications skills
  • Capable of working under deadlines, prioritizing and multi-tasking
  • Outstanding ethics, integrity and judgment
  • Self-starter with the ability to work under limited supervision
Work Experience:
  • 2-4 years of experience as an associate-level investment banker with significant experience in transactions, operations and restructuring
  • BA or BS in accounting or finance; Preference will be given to those with a 3.5+ GPA
  • FINRA Series 7 or 79, 63 certifications or the ability to quickly obtain
What We Offer:
  • We offer an attractive collection of competitive benefits

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