Investment Banking Associate | FinTech
Core
Investment Banking Associate responsible for creating financial models, marketing collateral, client presentations, and performing research/analyses to support M&A transactions and new business generation.
Role type
Investment Banking Associate
Builds
Financial models, marketing collateral, client presentations, and M&A transaction execution
Domain
Corporate Finance / FinTech
Required skills
Financial modeling, Valuation, M&A execution, Business due diligence, Financial analysis, Accounting knowledge, Client relationship management, Team supervision
Preferred skills
FinTech/FIG transaction experience, Sell-side M&A experience, Advanced Excel/PowerPoint/Word skills, Fast-paced multitasking
Responsibilities
Prepare and analyze historical and projected financial information; Coordinate and perform business due diligence; Prepare marketing materials and presentations; Perform valuation and ad hoc financial analyses; Assist in marketing and execution of engagements; Build and maintain client relationships; Supervise and mentor junior staff
Seniority
Mid-level IC (3+ years experience)