Investment Banking Associate
Investment Banking Associate
Posted 15 days ago
SENIORITY
Senior
About the role
- Manage transaction execution under the direction of a Managing Director
- Play a critical role in day-to-day client interaction
- Take a leadership role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)Interact with potential buyers and investors
- Assist with all aspects of business development
- Review the work product of junior resources
- Manage and train junior staff
- Contribute to periodic newsletters and industry pieces
- Proven project management and leadership skillsStrong financial modeling skillsStrong accounting and financial statement analysis skills
- Excellent communication skills, both written and verbal
- Strong analytical and problem-solving skills
- Detail oriented
- Strong work ethic
- Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
- Advanced Microsoft Office skills, including Excel, PowerPoint and Word
- Candidate ideally possesses a Series 79 and Series 63 license
- Background Preferences:
- At least three years of relevant experience (e.g., investment banking, valuation, commercial banking, corporate development, etc.)An MBA is preferred but not necessary
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
