Investment Banking Associate | FinTech
Core
Create and oversee financial models, marketing collateral, and client presentations while performing research and analyses to support M&A transactions and new business generation.
Role type
Investment Banking Associate (M&A)
Builds
M&A transactions and advisory solutions for corporations, financial sponsors, and governments
Domain
Corporate Finance / Investment Banking / FinTech
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
financial modeling, valuation, business due diligence, M&A execution, financial analysis, client relationship management, mentoring junior staff
Preferred skills
operational financial modeling, M&A sell-side experience, FinTech/FIG transaction experience
Technologies
Excel, Word, PowerPoint
Responsibilities
Prepare and analyze historical and projected financial information; coordinate and perform business due diligence; prepare marketing materials and client presentations; assist in marketing and execution of engagements; build and maintain client relationships; supervise and mentor junior staff
