Investment Banking Associate

4 weeks ago

Charlotte, United States M&A Advisory Firm Full time

Company

A New York, NY & Charlotte, NC based M&A Advisory Firm - focused on the investment management sector, particularly with private market firms: private equity; private credit; real estate; infrastructure and related firms.  


Experience

2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management sector.


Key Responsibilities

·      Run M&A advisory projects in all respects with an Analyst and with some direction from a Principal or Partner 

·      Develop pitch presentations

·      Negotiate NDA’s and Engagement letters

·      Manage information requests

·      Track target lists and create target profiles

·      Prepare CIM presentations

·      Produce client / target valuation or financial operation model

·      Preparing process letters

·      Scheduling and attending management meetings

·      Running financial operating model calls

·      Preparing transaction model: accretion/dilution; IRR; NPV; yield; payback, etc.

·      Facilitate follow up Q&A

·      Create bid analysis summaries

·      Prepare term sheets

·      Coordinate due diligence

·      Infrastructure support: The associate will also manage analysts who maintain comparable deal databases; public company statistics and other analytical support.


Mindset

This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the key analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals.


Culture

We believe in merit-oriented rewards and a fun, collaborative environment.

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