Associate, Global Investment Banking, Consumer & Retail
Core
Associate in US Investment Banking supporting transaction execution, pitch book development, and client meetings for Consumer & Retail sectors.
Role type
Associate Investment Banker (Consumer & Retail)
Builds
Pitch books, financial models, and client presentation materials for M&A, capital structure optimization, and capital markets transactions.
Domain
Financial Services / Investment Banking / Consumer & Retail
Required skills
Financial modeling, valuation frameworks, trading comparables, relative value assessments, M&A analysis, capital structure optimization, due diligence, timeline management, client relationship development, quantitative research, macroeconomic analysis, sector dynamics analysis, strategic alternatives modeling, financial statement analysis, capital markets knowledge, spreadsheet modeling.
Preferred skills
Consumer & Retail industry experience, Series 79 & 63 licensing, MBA/MA/MS in finance/accounting, one year of Investment Banking experience.
Technologies
Excel, financial modeling software, pitch book creation tools.
Responsibilities
Develop and prepare client presentation materials including detailed pitch books; Build and maintain financial models including valuation frameworks and trading comparables; Analyze and model strategic and financing alternatives for client engagements; Support live transaction execution through financial and operational due diligence; Contribute to client relationship development and ongoing coverage efforts; Support the ongoing development of analysts.
Seniority
Associate, execution and client support level.