Investment Banking Associate

4 weeks ago

New York, United States Evolve Capital Partners Full time

INVESTMENT BANKING ASSOCIATE: FINANCE & TECHNOLOGY (INSURANCE / CAPITAL MARKETS)

 

DESCRIPTION


Evolve Capital Partners (“Evolve”) provides investment banking advisory to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital Markets. 


We are currently seeking to recruit an Investment Banking Associate to drive transaction execution in Insurance and Capital Markets. The Associate role provides an unparallel opportunity to work as part of a nimble deal team on executing M&A and strategic advisory mandates and building coverage initiatives in our verticals.


Evolve offers a unique and collaborative work environment, where top performers are willing to work hard as they are highly valued for initiative, creativity, maturity, and enthusiasm for learning. We provide an expectational path for career growth, along with strong and competitive compensation.

 

BACKGROUND ON EVOLVE & THE OPPORTUNITY

 

Evolve

 

Evolve is a growing investment bank focused exclusively on entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our primary coverage verticals include Insurance and Capital Markets, where we advise technology-enabled service and software companies.

 

As an independent investment bank, Evolve only advises on mergers and acquisitions, divestitures, capital raises, and financial restructurings. We dispense bespoke and mission-critical advice in a creative environment generating optimal outcomes. Our clients are leading entrepreneurial-run firms who turn to Evolve for strategic advisory. Furthermore, we support the ecosystem with exclusive research and valuable industry insights through our publications. 

 

With hundreds of engagements executed by its leaders, Evolve has served as a proud partner, bringing valuable advisory to both investors and emerging companies. We are based in New York, NY and were founded in 2012. 

 

Why the Evolve Opportunity?

 

Evolve is a growing platform that presents a unique opportunity for a driven and entrepreneurial individual to build their career. Moreover, the career advancement is significant from being an early member of our close-knit & growing team. 

 

Evolve provides the foundational tools for a motivated Investment Banking Associate to execute mandates and assist with business development. Our environment is flat and non-bureaucratic, allowing for efficient decision-making to generate optimal outcomes (financially and personally) for both our clients and us. We provide a superb career path, in addition to strong and competitive compensation. Lastly, we fully encourage the use of technology in a flexible work environment. 

 

ROLE SPECIFICS

 

The Investment Banking Associate will drive transaction execution and support business development activities. The candidate will have relevant experience executing transactions in the middle market and is expected to contribute to the junior banker’s development.

 

PRIMARY RESPONSIBILITIES


  • Help drive transaction processes for sell-side and buy-side transactions.
  • Transaction responsibilities include preparing marketing materials, overseeing due diligence and running buyer meetings. 
  • Prepare new business development presentations for advisory mandates. 
  • Contribute to our buy-side mandates for our strategic and private equity accounts.  
  • Interface with clients and investors / buyers in a highly professional manner.
  • Assist driving forward business development activities including contact identification, relationship establishment and maintenance, and creating pitch materials.
  • Financial modeling including performing valuation, merger, and LBO analyses.
  • Recruit, train and manage junior investment banking staff.
  • Conduct industry research and write articles to demonstrate sector and practice expertise.
  • Oversee project management of internal and client-facing deliverables.
  • Generate actionable items for deal execution or business development matters in a timely manner when requested by our leadership.


Our environment is collaborative, demanding, fast-paced, and highly entrepreneurial. 


QUALIFICATIONS

 

The ideal candidate will have at least 3 to 6 years of investment banking or financial advisory experience and possess the following:

  • Proven transaction experience with middle market firms.
  • Outstanding academic qualifications, MBA or other relevant graduate degree is highly desirable but not required.
  • Technical proficiency across all financial analysis and modeling (e.g., valuation analyses, transaction models, KPI and P&L buildup, etc.).
  • Exceptional attention to details with demonstrated ability to complete tasks accurately within strict deadlines.
  • Highly motivated, organized with exemplary integrity and ability to learn and work in a fast-paced, challenging environment.
  • Excellent presentation and communication skills with confidence to professionally interact with senior leadership.
  • Highly motivated, self-starter with the ability to learn and work in a fast-paced, challenging environment.
  • Capable of balancing and managing multiple priorities simultaneously in a highly organized manner.
  • Highly effective writing skills to support the creation and delivery of presentations to prospective client management teams, as well as potential investors and buyers.
  • Exposure to cloud and data resources used at financial service firms (e.g., SalesForce, PitchBook, etc.).

 

Compensation & Benefits

 

We offer strong and competitive compensation. Standard benefits include:

 

  • 401K participation with profit-sharing
  • Health insurance
  • Paid time-off
  • (For international candidates) Visa sponsorship

 

Interested candidates should send a resume to recruiting@evolve-capital.com and include the job title in the subject line.

 

Also, attach an informal cover letter describing your background and why you are a fit for the Associate role. Limit the cover letter to a maximum of three paragraphs.  

 

All candidates will be subject to passing criminal and background checks. Relocation assistance is available for qualified candidates.  

 

Evolve Capital Partners Inc. is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, age, employment status, veteran status, or disability.


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