2nd Year Investment Banking Associate

Found in: Jooble US O C2 - 2 weeks ago


San Francisco CA, United States Union Square Advisors Full time

Job Description *Appropriate for candidates with one full year of experience as an Associate in Investment Banking*
Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients. You will play an integral role on our Investment Banking team, providing quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses
Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Work independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
Content creation in form of presentation slides for pitch materials to clients as well as refining client management presentations
Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Provide leadership, mentorship, training and supervision to Analysts
Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment Bank
At least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes).
Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar field
Very strong financial modeling/valuation and analytical skills
Thorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactions
Experience managing the day-to-day execution of different types of projects and processes
Ability to work in a fast-paced environment, managing multiple projects with different deal teams
Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications
Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Union Square Advisors will consider accommodation requests.


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