Associate – Financial Sponsor Coverage Group
Core
Support Senior Coverage Officers in advising private equity firms and credit funds on M&A, financing, and capital structures while driving new business origination and portfolio reviews.
Role type
Associate Investment Banker (Financial Sponsors Coverage)
Builds
Advisory services and capital solutions for private equity and credit funds
Domain
Investment Banking / Financial Sponsors
Deliverable
client delivery
Required skills
M&A advisory, financial restructuring, capital structuring, origination, portfolio management, financial analysis, business development, report preparation
Preferred skills
Investment banking, corporate development, consulting, account management, relationship development
Technologies
AI tools
Responsibilities
Advise sponsor clients on complex M&A, financing, and capital structures; Prepare ad hoc reports, analyses, and marketing materials; Collaborate with product and industry groups to deliver advisory services; Drive key coverage initiatives including new business origination and portfolio reviews
Seniority
Associate, entry-level IC