Investment Banking Analyst/Associate M&A
Core
Generate recommendations for clients on strategic alternatives including equity and debt transactions, build financial models, perform valuations, and prepare marketing materials for M&A and ECM deals.
Role type
Investment Banking Analyst/Associate (M&A & ECM)
Builds
Confidential information memorandums, management presentations, teasers, roadshow presentations, pitchbooks, and actionable financial reports.
Domain
Investment Banking, Mergers & Acquisitions, Equity Capital Markets
Deliverable
client delivery
Required skills
Financial modeling, valuation (DCF, DDM, LBO, comparable multiples), Microsoft Excel, Microsoft PowerPoint, research, quantitative analysis, analytical skills
Preferred skills
CFA designation, experience in private equity or equity research
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Develop relationships with new and existing clients, conduct analysis of historical financial information and market data, perform due diligence and coordinate external advisor relationships, lead due diligence processes and organize virtual data rooms
Seniority
Mid-level (2-4 years experience)