M&A Investment Banking Associate
Core
Execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments for middle-market clients.
Role type
Investment Banking Associate (M&A)
Builds
M&A, equity, and debt capital markets transactions for middle-market clients
Domain
Financial Services / Investment Banking
Required skills
Financial modeling, valuation, financial statement analysis, M&A transaction execution, client engagement, industry research, due diligence, pitch book preparation, Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, FactSet
Preferred skills
MBA or advanced degree, FINRA licenses (SIE, S7, S79, S63)
Technologies
Bloomberg, Capital IQ, FactSet, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Build complex financial models (DCF, comps, precedent transactions), prepare client presentations and pitch books, conduct industry and company research, participate in due diligence and negotiations, support transaction closings, contribute to training of analysts and interns
Seniority
Mid-level IC (3+ years experience)
