Associate, Acquisitions and Strategic Investments Group
Core
Evaluate, structure, and execute acquisitions, divestitures, and minority investments; support portfolio management and performance monitoring.
Role type
Associate, Investment Banking / Corporate Development
Builds
Financial models, valuation analyses, investment committee materials, and deal execution workstreams
Domain
Financial Services / Investment Banking
Required skills
Financial modeling, valuation methodologies (comps, DCF), market research, PowerPoint presentation, Excel proficiency, project management, stakeholder coordination
Preferred skills
End-to-end deal experience, senior stakeholder presentation, portfolio support experience, qualitative and quantitative diligence, mentoring junior team members
Technologies
Bloomberg, PitchBook, FactSet, Capital IQ, Excel, PowerPoint
Responsibilities
Build financial models and prepare valuation analyses; Develop investment committee and deal materials; Coordinate and project manage due diligence; Support transaction structuring and drive workstreams; Perform market and company research; Monitor portfolio company performance
Seniority
Mid-level IC (3+ years experience)
