Opportunities for Professionals

The Associate role requires an ability to multi-task in a fast-paced environment, experience with financial statements, financial modeling and exceptional communication skills. Candidates must have prior experience in executing M&A and Equity Capital Markets transactions for high-growth companies in the private markets- ideally within Technology verticals.  A strong desire and ability to be a key driver of the execution of client transactions is a must.  To be successful, you must be self-motivated, proactive, professional, and be prepared to work in a fast-moving environment.

Key Responsibilities Include:

• Assist and mentor members of core team and support senior bankers in executing new client engagements and successfully completing transactions
• Help with creation of transaction project plan – assigns action items to internal and external team members
• Own of day-to-day client relationships and deal delivery process – lead and manage calls, drive core team on adherence to project plan and support senior bankers in establishing and exceeding client expectations
• Serve as point of quality control for deal materials such as due diligence, financial analysis, valuation, structuring and data rooms in accordance with timelines and firm guidelines
• Proactively manage market research, and market outreach campaigns
• Understand and are able to synthesize the relevant client/buyer universe
• Provide clear guidance to core team on the buildout of pitch decks, information memorandums, valuation analyses, and financial models using Microsoft PowerPoint and Excel
• Identify when content and expertise is required from client, SMEs and senior team

Successful Associate candidates should have 3+ years of experience in investment banking or corporate M&A, (ex. transaction/diligence services), and a bachelor’s degree in finance, accounting, or business – MBA preferred.

Interested candidates apply here.

The Analyst role requires an ability to multi-task in a fast-paced environment, experience with financial statements and modeling, and strong communication skills.

The opportunity will provide a growth path towards promotions based upon capabilities, leadership, and client management. The best candidates will be those looking to advance more quickly up the ladder in investment banking and build out a team within a growing entrepreneurial investment bank.