Associate and/or Vice President - Capstone Investment Banking
Core
Associate and/or Vice President supporting the execution of middle-market sell-side M&A transactions, including financial analysis, valuation, and client communications.
Role type
Investment Banking Associate / Vice Principal
Builds
Confidential information memoranda (CIMs), management presentations, teasers, buyer lists, and complex financial models (DCF, LBO, comparable company, precedent transaction).
Domain
Financial Services / Investment Banking / M&A
Required skills
Financial modeling, valuation, transaction execution, due diligence management, client relationship support, industry research, financial statement analysis, negotiation support.
Preferred skills
MBA, CPA, CFA, advanced Excel/PPT/Word, CRM systems, project management, mentoring.
Technologies
Capital IQ, PitchBook, FactSet, Microsoft Excel, PowerPoint, Word, CRM systems.
Responsibilities
Manage day-to-day execution of sell-side M&A transactions from engagement through closing; Build and maintain complex financial models including DCF, LBO, and comparable company analyses; Prepare marketing materials such as CIMs, teasers, and pitchbooks; Coordinate due diligence processes and virtual data room activities; Participate in client meetings and help prepare senior bankers for negotiations.
Seniority
Mid-Senior Level (3-5 years experience), hands-on IC with mentorship responsibilities.
