Associate, Investment Banking – M&A, New York City

Financeroles; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Financeroles in New York is seeking an experienced Associate to join our Mergers & Acquisitions financial advisory practice. You will own financial analysis and execution work, guiding Analysts and engaging with clients on transactions across industries.

You will translate research into valuation analyses and client recommendations, working with senior bankers, clients, and other advisors to deliver strategic advisory solutions.

Qualifications

• Undergraduate degree in finance, business, accounting, economics, mathematics is preferred.

Responsibilities

• Support senior bankers in origination activities, including evaluating strategic alternatives and preparing client presentations.
• Prepare and analyze historical and projected financial statements, develop financial models and evaluate merger implications.
• Build and apply valuation analyses, including comps, DCF and precedent transactions.
• Take ownership of execution workstreams: due diligence, materials, and client coordination.
• Prepare analyses to assess transaction structures, merger consequences and financing considerations.
• Conduct company/industry research on business models, competitive positioning and market trends.
• Guide Analysts and review financial analyses and presentation materials for accuracy.

Skills

Investment Banking

Financial Modeling

Valuation

Accounting

Analytical Skills

Communication

Presentation Skills

Deadline Driven

Team Player

Education

Undergraduate degree

Tools

Excel

PowerPoint

Job description

The Opportunity

We are seeking an experienced Associate to join our Mergers & Acquisitions financial advisory practice in New York. You will be a core member of transaction teams, taking ownership of financial analysis and execution work while helping senior bankers develop ideas and engage with clients. This role offers the opportunity to work on mergers, acquisitions, divestitures and other strategic advisory assignments across industries. You will translate company and industry research and operating assumptions into valuation analyses, transaction materials and client recommendations, while guiding Analysts and working directly with senior bankers, clients and other advisors. To learn more about our recent work, please visit: recent transactions.

Key Responsibilities

• Supporting senior bankers in origination activities, including evaluating strategic alternatives, identifying potential acquirers and acquisition targets, and preparing client presentations
• Preparing and analyzing historical and projected financial statements, developing financial models and evaluating the financial implications of mergers and acquisitions
• Building and applying valuation models, including comparable company analysis, discounted cash flow analysis and precedent transaction analysis
• Taking ownership of transaction execution workstreams, including due diligence, preparation of transaction materials and coordination with clients and other advisors
• Preparing analyses to assess transaction structures, merger consequences and financing considerations
• Conducting company and industry research, including analysis of business models, competitive positioning, market trends and shareholder profiles
• Guiding Analysts and reviewing financial analyses and presentation materials for accuracy and quality

Required Skills & Experience

• Experience in Investment Banking (corporate finance/M&A) or equivalent
• Strong knowledge of accounting, corporate finance and valuation, with the ability to analyze and value businesses
• Strong analytical and numerical skills, with experience developing financial models and translating analyses into clear conclusions
• Excellent written communication and presentation skills
• Results driven and able to perform well under pressure and against tight deadlines
• Proven team player who is able to effectively interact with a wide variety of internal groups, clients and other advisors
• Strong multi-tasking skills and attention to detail
• Ability to take ownership of execution workstreams and guide junior team members
• Strong Microsoft Office suite skills, particularly Excel and PowerPoint

Education

• Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred.

Estimated Salary Range

USD $175,000 - $225,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.