Investment Banking Associate - Consumer Products & Services

Skills

About the Role

You will support business development and transaction execution by conducting financial and valuation analyses, building advanced financial models, and performing research and due diligence. You will develop proposals and client presentations, participate in client meetings, manage client relationships, identify process improvements, and train and mentor analysts.

Requirements

• Bachelor’s degree
• Prior investment banking experience
• SIE Exam, Series 79, and Series 63 acquired within 150 days of employment for US roles
• Analytical ability
• Mathematical skills
• Writing skills
• Verbal skills
• Computer skills
• Project management
• Leadership
• Coaching
• Accounting
• Finance

Responsibilities

• Perform financial and valuation analyses for mergers, acquisitions, and capital-raising transactions.
• Review and guide analysts’ work.
• Build advanced financial models to value clients and industries.
• Lead due diligence, research, analysis, and documentation for potential and live transactions.
• Identify potential deal issues and communicate concerns to team members.
• Develop presentations and test hypotheses to communicate financial analysis and research results.
• Develop and deliver proposals, presentations, and marketing materials for clients and prospects.
• Participate in client meetings and drafting sessions.
• Research industries and sectors, monitor industry drivers, and provide business-trend insights.
• Identify process improvements and propose efficiency solutions.
• Manage client relationships and communicate with finance and accounting staff.
• Analyze macro factors affecting client industries and investment banking products.
• Train analysts and provide constructive feedback on analyst and summer intern work.
• Ensure compliance with applicable rules, regulations, policies, and procedures.

Benefits

• Discretionary annual bonus and/or commission-based incentives
• Medical coverage
• Dental coverage
• Vision coverage
• Employer-paid short-term disability insurance
• Employer-paid long-term disability insurance
• Employer-paid life insurance
• 401(k)
• Profit sharing
• Paid time off
• Maven family and fertility benefit
• Parental leave, including adoption, surrogacy, and foster placement
• Voluntary benefits