Investment Banking Associate

4 weeks ago


McLean, Virginia, United States Forvis Mazars, LLP Full time
Capital Markets Professional

Forvis Mazars, LLP is seeking a skilled Capital Markets Professional to join its investment banking team. As a key member of the team, you will be responsible for conducting industry research, performing financial analyses, and developing financial models to assess debt and equity financing alternatives for transactions.

Key Responsibilities:

  • Conduct industry research and perform financial analyses related to client engagements
  • Develop financial models to assess debt and equity financing alternatives for transactions
  • Facilitate transaction due diligence processes and information flow between transaction parties
  • Prepare or maintain content for marketing presentations, confidential memorandums, and internal projects / resources
  • Develop potential buyer / investor / target lists
  • Prepare and deliver standard and tailored presentations and pitches to clients
  • Seek opportunities for development through engagement execution, special assignments, training, or business development
  • Gain experience and remain actively involved with client proposals and transaction execution alongside experienced senior bankers
  • Support and mentor junior team members

Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or Liberal Arts degree with strong quantitative ability
  • Minimum of two (2) years of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, commercial banking, or business valuation
  • Series 79 & 63 or willingness to pursue
  • Skilled in Microsoft Excel and PowerPoint

Preferred Qualifications:

  • MBA with relevant concentration preferred
  • Three (3) years or more of prior investment banking or other finance / accounting positions involving M&A or corporate finance activities such as private equity, transaction services, commercial banking, or business valuation
  • Skilled in Excel and PowerPoint
  • Prior experience with platforms such as Salesforce, Pitchbook, S&P Capital IQ
  • Series 79, Series 63 or willingness to pursue

Compensation:

Colorado Salary Range: CO Minimum Salary (USD)$ 70,000 CO Maximum Salary (USD)$ 115,000

Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.


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