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Investment Banking Associate

2 months ago

Marquand, Missouri, United States FORVIS Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our team at FORVIS. As a key member of our investment banking 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
  • Strong writing and financial modeling skills
  • Excellent verbal and written communication skills
  • A commitment to high-quality work with a focus on accuracy and attention to detail
  • Excellent organizational and prioritization skills with an ability to manage multiple priorities
  • Ability to thrive in a fast-paced environment
  • Strong problem-solving and critical thinking skills
  • Ability to identify new and innovative ways to improve success across the organization
  • Ability to effectively manage and administer sensitive and confidential information
Qualifications
  • 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