Junior Associate in Investment Banking Services

2 weeks ago


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

This organization is a prominent player in the middle market investment banking sector and is seeking a driven junior associate, who has recently advanced from an analyst role, to become part of their business services division. This firm is renowned globally for delivering innovative solutions and exceptional financial guidance to its clientele. In this position, the junior associate will have the opportunity to collaborate with industry experts, enhance their professional skills, and engage in active transactions.

Key Responsibilities:

  1. Support the development of financial models, presentations, and marketing materials for client engagements and transactions.
  2. Perform industry and company analysis to facilitate deal execution and support business growth initiatives.
  3. Work alongside senior colleagues to evaluate financial statements, valuation indicators, 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 transaction and project execution.
  6. Assist in the creation of promotional materials and proposals for prospective clients.
  7. Keep informed about industry trends and regulatory updates to aid the team in delivering strategic counsel 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 background in active transactions.
  3. Proficient in Microsoft Excel, PowerPoint, and financial modeling methodologies.
  4. Strong analytical and quantitative abilities with meticulous attention to detail.
  5. Excellent communication and interpersonal skills, capable of working effectively in a collaborative team environment.
  6. Proactive mindset and readiness to embrace new challenges and responsibilities.
  7. Ability to excel in a dynamic, deadline-oriented setting while juggling multiple tasks.
  8. Possession of Series 7 and 63 licenses.


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

    This organization is a leading player in the middle market investment banking sector and is seeking a driven junior associate, who has recently transitioned from an analyst role, to become part of their business services division. This firm is renowned globally for delivering creative solutions and exceptional financial guidance to its clientele. Within this...


  • 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...


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

    This esteemed organization is a leading player in the middle market investment banking sector and is seeking a driven junior associate, who has recently advanced from an analyst position, to become part of their business services division. This firm is globally acknowledged for delivering innovative strategies and exceptional financial counsel to its...


  • New York, New York, United States BankTalent HQ Full time

    Job Title: Investment Banking AssociateAt BankTalent HQ, we are seeking a highly skilled Investment Banking Associate to join our team. As an Investment Banking Associate, you will play a key role in managing deal execution and providing project management for investment banking clients within the Insurance sector.Key Responsibilities:Conduct market research...


  • New York, New York, United States Barclays Full time

    Job SummaryBarclays is seeking a highly skilled Investment Banking Associate to join our team in New York. As a key member of our corporate finance team, you will be responsible for providing strategic advice and financial solutions to our clients.Key ResponsibilitiesClient Advisory: Provide expert advice to clients on strategic, financing, and risk...


  • New York, New York, United States Lazard Group Full time

    About the Role:Lazard Group is seeking a highly motivated and experienced Investment Banking Associate to join our team. As a key member of our client teams, you will provide a wide range of services, including:Key Responsibilities:Financial analysis and modelingCreating and preparing client presentations and marketing materialsInteracting with clients and...


  • New York, New York, United States Citigroup Inc Full time

    Citigroup Inc. is seeking a seasoned professional to lead a team of junior bankers in the evaluation of business operations, strategic planning, and financial forecasting. As an Investment Banking Vice President, you will be responsible for:Leading a team of junior bankers in the analysis of business plans, financial forecasts, and market trends.Developing...


  • New York, New York, United States Blacklock Financial Full time

    Company Overview:Blacklock Financial is collaborating with a leading global investment bank seeking to expand their team with an Associate focused on the power, utilities, and infrastructure sectors.Compensation: Salary Range - $175,000 - $225,000Key Responsibilities:Lead and support the execution of mergers and acquisitions, restructuring, recapitalization...


  • New York, New York, United States Oppenheimer & Co. Full time

    Job Title: Investment Banking Associate**About Us**Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...


  • New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job SummarySumitomo Mitsui Banking Corporation is seeking a seasoned Corporate Banking Vice President to join our Power & Utilities team. As a key member of our team, you will be responsible for originating and managing client relationships, generating new business opportunities, and delivering innovative financial solutions to our clients.Key...


  • New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    Job SummarySumitomo Mitsui Banking Corporation is seeking a highly skilled Corporate Banking Vice President to join our Power & Utilities team. As a key member of our team, you will be responsible for providing creative financing solutions to corporate clients in the Power & Utilities industry.Key ResponsibilitiesOriginate new business opportunities and...


  • New York, New York, United States Goldman Sachs Full time

    Job SummaryWe are seeking a highly skilled and motivated Investment Banking Associate to join our team at Goldman Sachs. As an Investment Banking Associate, you will play a key role in supporting the assessment of potential investor reaction to strategic transactions.Key ResponsibilitiesSupport the assessment of potential investor reaction to strategic...


  • New York, New York, United States FBR & Co. Full time

    About FBR & Co.FBR & Co. is a leading investment bank that provides corporate finance, research, and sales & trading services to corporate, institutional, and high net worth clients. Our investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. We are nationally...


  • New York, New York, United States Citigroup Inc Full time

    Job SummaryThe Senior Investment Banking Associate is a key member of the Global Industrials Division, responsible for assisting clients in raising capital and providing strategic advisory services for mergers and acquisitions. This role requires a strong understanding of financial markets and a proven ability to analyze complex financial data.Key...

  • M&A Associate

    2 weeks ago


    New York, New York, United States Selby Jennings Full time

    Position: Investment Banking Associate, Mergers & AcquisitionsLocation: New York, NYWe are in search of a talented Senior Analyst or Associate to become part of a distinguished independent investment banking firm in New York City, specifically within their dynamic Mergers & Acquisitions division. This role offers the opportunity to engage with complex public...


  • New York, New York, United States Siebert Williams Shank Full time

    About the RoleSiebert Williams Shank is seeking a highly motivated and detail-oriented Investment Banking Analyst to join its capital markets team. As a key member of our team, you will work closely with senior bankers and other senior leaders to provide exceptional service to our clients.ResponsibilitiesDeal Execution: Assist in the execution of deals,...


  • New York, New York, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionCompany OverviewOppenheimer & Co. Inc. is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.Our Investment...


  • New York, New York, United States Barclays Full time

    Program OverviewThe Investment Banking Summer Internship Program at Barclays offers a unique opportunity to gain hands-on experience in the world of finance and technology. As a summer intern, you will be immersed in our culture and work on real projects that provide a comprehensive business overview.You will have the chance to select your desired business...


  • New York, New York, United States Selby Jennings Full time

    Position OverviewOur client, a distinguished boutique investment banking firm, is actively seeking to enhance their technology division by adding a talented Investment Banking Associate. This organization is recognized for delivering exceptional advisory services in mergers and acquisitions (M&A) and capital raising initiatives. They collaborate with some of...


  • New York, New York, United States CSG Partners Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Banking Analyst to join our team at CSG Partners. As a key member of our team, you will be responsible for providing financial analysis and modeling support to our clients.Key ResponsibilitiesFinancial Modeling and Analysis: Develop and maintain complex financial models to support...