M&A, Associate (New York, US)

Tasks

• Development and creation of pitch materials
• Preparation of client presentations and transaction documents, including, but not limited to, teasers, confidential information memoranda, and management presentations
• Conducting comprehensive financial and valuation analyses
• Developing advanced financial models that help determine appropriate capital structures, financial covenants, and sensitivity to key variables
• Conducting comprehensive industry- and company-specific research
• Development of marketing strategies, implementation of buyer targeting and target audience targeting
• Managing due diligence and providing transaction support
• Support in Transaction Negotiations
• Participate in the recruitment, development, training, and mentoring of analysts and junior research professionals
• Opportunity to work directly and on an ongoing basis with the U.S. managing directors and build strong client relationships

Requirements

• Bachelor's degree required; MBA preferred. Major in business, finance, accounting, or a related field preferred
• 3 to 5 years of relevant experience in investment banking required
• Extensive knowledge of M&A and capital raises, with the ability to creatively apply those skills to meet the diverse needs of clients
• Solid knowledge of finance and accounting; ability to analyze and evaluate companies
• Excellent analytical, creative and strategic thinking skills
• A team-oriented mindset combined with the ability to work independently
• Strong organizational skills, with the ability to handle multiple tasks simultaneously and prioritize deliveries
• Advanced knowledge of the Microsoft Office suite; expert in Excel and PowerPoint
• FINRA Series 79/7 and 63 licenses are required or must be obtained within the first six months of employment
• Creative, open-minded, and with a strong background in finance and accounting

We offer

• Team-oriented and collaborative culture
• A unique opportunity for associates to advise both domestic and international clients, working alongside global colleagues on cross-border transactions
• A meritocracy in which high-performing associate candidates are presented with significant career development opportunities in numerous sectors and offices around the world
• Unique career development opportunities with a focus on long-term growth and success
• 100% health insurance plans, HRA and FSA options, dental and vision insurance
• 401(k) with employer match
• Employee Assistance Program
• Competitive Salary and Bonus Plans
• A unique corporate culture featuring team-based development, work-life balance, and a “work hard—play hard” atmosphere
• Hybrid Role in New York (NY)