Investment Banking Associate
Found in: Resume Library US A2 - 2 weeks ago
Essential Duties and Responsibilities
· Prepare, analyze and help explain historical and projected financial information
· Coordinate and perform business due diligence
· Prepare confidential information memoranda, management presentations, marketing materials, pitch books and other presentations as needed
· Create quantitative analyses, financial models, company valuation analyses, etc…
· Perform extensive and in-depth industry research to support client and marketing engagements
· Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
· Participate in business development training and coaching
· All other duties assigned
Requirements
· 3-6 years of professional work experience preferably within Investment Banking or other financial vertical
· Bachelor’s Degree within Business, Finance, Accounting or STEM discipline (Masters degree strongly preferred)
· M&A experience required
· Highly organized and detail-oriented with the ability to appreciate the big picture
· Strong communication and presentation skills
· Dynamic, highly motivated individual with a strong work-ethic
· Ability to manage multiple projects / competing priorities in parallel
· The ability to focus on best practices in terms of process, communication, and financial analysis
· Extensive experience with financial modeling
· Excellent PowerPoint and Excel skills
· Ability to conduct thorough, independent quantitative and qualitative research
· FINRA Series 7, 63 and 79 licenses
· Ability to travel as needed
· No H1B's or OPT candidates at this time
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with company match, IRA)
Life Insurance (Basic, Voluntary & AD&D, Critical Illness, Accident, Group Whole Life)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Employee Profit Sharing Plan
24/7 Gym and Wellness Center
Exclusive Lounge Areas
15 Minute On-Site Chair Massages
Retail in the building – Starbucks, Amazon Go, Sopraffina, Hannah’s Bretzel, and many more
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