Investment Banking Associate
: Job Details :

Title / Role

Associate

Location

New York City

Company

M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms globally.

Experience

2 - 7 years investment banking or accounting experience, with a plus for valuation work in the investment management sector. The position requires strong financial modeling skills, sophisticated PowerPoint ability, along with experience running sell-side and buy-side M&A advisory processes. There are accelerated responsibilities and advancement opportunities for candidates with direct experience advising private markets investment firms.

Key Responsibilities

· Lead a team of analysts to manage the development of analytical and evaluation material for M&A advisory projects in all respects

· Develop pitch presentations

· Negotiate NDA's and Engagement letters

· Manage information requests

· Track target lists and create target profiles

· Prepare CIM presentations

· Produce client / target valuation or financial operation model

· Preparing process letters

· Scheduling and attending management meetings

· Running financial operating model calls

· Preparing transaction model: accretion/dilution; IRR; NPV; yield; payback, etc.

· Facilitate follow up Q&A

· Create bid analysis summaries

· Prepare term sheets

· Coordinate due diligence

· Infrastructure support: The Associate will also manage analysts to maintain comparable deal databases; public company statistics and other analytical support.

Mindset

This is a new firm led by highly experienced partners. The right candidate will have an interest in developing the key analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals.

Culture

We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.