Investment Banking Associate

Opportunities In:

Industrials
Financial Sponsors (Los Angeles/NYC)
Mergers & Acquisitions (M&A)
Energy (Houston)

Technology (NYC/ San Francisco)

The Difference You Make:
As an Associate in Investment Banking Coverage, you will build on the foundational skills developed as an Analyst, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal execution and mentoring junior staff.

• Participate in advanced training programs to further develop technical expertise and leadership skills.
• Take a leadership role in the preparation of client presentations, pitch books, and financial analysis.
• Manage and review financial models, valuation analyses, and transaction documentation.
• Oversee Analysts’ work and ensure accuracy in deliverables.
• Actively participate in client meetings and deal discussions.
• Contribute to deal structuring and negotiation processes.
• Support senior bankers in identifying and pursuing new business opportunities.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
• Master's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred

Qualifications:

• 3+ Years Finance, Business or related field/sector - Required.
• Demonstrated knowledge of corporate finance and investment banking products, with a preference to experience in [sector].
• Expert knowledge of Excel and PowerPoint with advanced financial modeling skills.
• Strong communication and interpersonal skills.
• Team player and self-starter.
• Strong technical financial modeling and valuation skills.

Certifications:

• Registration for FINRA SIE must be completed within 90 days of hire date if it is not available for transfer upon hire.

• Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire.

• Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incident

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.