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Investment Banking Senior Associate
2 months ago
We are a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients.
Position OverviewWe are seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution.
Key Responsibilities- Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.
- Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment.
- Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm's efficiency in executing deals.
- Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables.
- Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle.
- Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing Forbes Partners' vast network of strategic acquirers, private equity groups, and non-traditional lenders.
- Process Optimization: Leverage Forbes' rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes.
- Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.
- 4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
- Demonstrated ability to manage and close transactions independently, with a client-centric approach.
- Experience managing and mentoring junior team members, fostering growth and collaboration.
- Excellent proficiency in financial modeling, valuations, and transaction material preparation.
- Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
- Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders.
- Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
- MBA, CFA, or equivalent professional designation preferred but not required.
- Series 79 & 63
