Associate, Investment Banking (M&A)
Core
Design, structure, and execute complex buy-side and sell-side M&A transactions, divestitures, and strategic advisory mandates for clients.
Role type
Associate Investment Banker (Mergers & Acquisitions)
Builds
M&A deals, divestitures, and strategic advisory mandates for corporate clients.
Domain
Financial Services / Investment Banking / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Financial modeling, valuation, pro forma analysis, pitch book creation, confidential information memorandum preparation, industry research, due diligence coordination, transaction process management, client relationship management, Microsoft Excel, PowerPoint, Capital IQ, Bloomberg
Preferred skills
MBA degree, experience in private equity or transaction advisory
Technologies
Capital IQ, Bloomberg
Responsibilities
Building complex financial models; preparing pitch books and marketing materials; conducting industry and company research; participating in due diligence; managing transaction processes from initial meetings to closing; mentoring junior team members.
Seniority
Associate, execution-level IC
