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Junior Associate in Investment Banking Services

2 months ago


New York, New York, United States Illinois CPA Society Full time

This esteemed organization is recognized as a leading middle-market investment banking firm and is seeking a driven junior associate, recently elevated from an analyst position, to become part of their business services division. This firm is globally acknowledged for delivering innovative solutions and exceptional financial counsel to its clientele. In this role, the junior associate will have the opportunity to collaborate with industry experts, enhance their professional capabilities, and engage in active transactions.

Key Responsibilities:

  1. Support the development of financial models, presentations, and pitch documents for client engagements and transactions.
  2. Perform industry and company analysis to aid in deal execution and business growth initiatives.
  3. Work alongside senior team members to evaluate financial statements, valuation metrics, and market dynamics.
  4. Oversee and update databases and internal systems to monitor client interactions and transaction progress.
  5. Coordinate with various stakeholders across departments to ensure efficient execution of transactions and projects.
  6. Assist in creating marketing materials and proposals for prospective clients.
  7. Remain informed about industry trends and regulatory changes to assist the team in offering strategic guidance to clients.

Required Qualifications:

  1. Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
  2. 3 years of experience as an Investment Banking Analyst with a track record of involvement in live transactions.
  3. Strong command of Microsoft Excel, PowerPoint, and financial modeling methodologies.
  4. Exceptional analytical and quantitative abilities with a strong attention to detail.
  5. Effective communication and interpersonal skills, with the capacity to work collaboratively in a team-focused environment.
  6. Proactive mindset and readiness to embrace new challenges and responsibilities.
  7. Ability to excel in a fast-paced, deadline-oriented setting while managing multiple priorities.
  8. Possession of Series 7 and 63 licenses.