Investment Banking Associate

Jobtailor; Colorado; On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Relocation assistance

Career development

Job summary

Jobtailor in the United States seeks an analyst to oversee accuracy of analyst duties, develop analytical components for M&A transactions, and research industries for buyer lists and trends.

You will build financial models and valuations, draft sections of selling documents, and assist with due diligence and management presentations. Strong data analysis, communication, and problem-solving are essential; travel may be required.

Qualifications

• Bachelor's degree in accounting or finance is required.
• MBA preferred but not required.
• At least 3 years work experience in investment banking or a transactional related field.
• Must reside in or near Metro Detroit, Chicagoland, or Denver area, or be willing to relocate.
• Must be legally authorized to work in the United States without sponsorship, except bilingual in Japanese/English or Chinese/English.

Responsibilities

• Oversee and ensure accuracy of analyst duties, including modeling review, research methodology, and deal wrap-up activities.
• Develop analytical and data-driven components for M&A transactions.
• Research industries and companies for prospective buyer lists, industry overviews, buying trends, general knowledge, and practice development.
• Develop and manipulate financial models and valuations for financing, structure, and cash flow feasibility.
• Write assigned sections of selling documents detailing company attributes and pertinent information.
• Assemble, develop, and edit information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations.
• Communicate with potential buyers, financial institutions, attorneys, referral sources, and clients.
• Participate in strategic discussions surrounding transactions.

Skills

Financial Modeling

Valuation Experience

Data Analysis

Research Methodology

Investment Banking Experience

Education

Bachelor's Degree in Accounting or Finance

MBA (MBA no longer required)

Job description

• Oversee and ensure accuracy of analyst duties, including modeling review, research methodology, and deal wrap-up activities
• Develop analytical and data-driven components for M&A transactions
• Research industries and companies for prospective buyer lists, industry overviews, buying trends, general knowledge, and practice development
• Develop and manipulate financial models and valuations for financing, structure, and cash flow feasibility
• Write assigned sections of selling documents detailing company attributes and pertinent information
• Assemble, develop, and edit information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
• Communicate with potential buyers, financial institutions, attorneys, referral sources, and clients
• Participate in strategic discussions surrounding transactions

Requirements

• Bachelor's degree in accounting or finance
• MBS preferred but not required
• At least 3 years work experience in investment banking or a transactional related field
• Qualified individuals must reside in or near the Metro Detroit, Chicagoland, or Denver area, or be willing to relocate
• Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English
• Problem-solving focus with quality and accuracy
• Passion for investment banking
• Data analysis experience
• Ability to perform supervisory responsibilities
• Financial modeling and valuation experience
• Research methodology experience
• Ability to communicate with potential buyers, financial institutions, attorneys, referral sources, and clients
• This is a non-exempt position and may require hours exceeding a standard 40-hour work week
• May require travel

Core Competencies

Demonstrates expertise in financial modeling, valuation, and data analysis to support M&A transactions, while effectively communicating with stakeholders and managing due diligence processes.

Highest-signal resume keywords

• Financial Modeling
• Valuation Experience
• Data Analysis
• Research Methodology
• Investment Banking Experience

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Valuation
• Data Analysis
• Research Methodology
• Analytical Components Development

Soft Skills

• Problem-Solving
• Communication
• Supervisory Responsibilities

Certifications & Qualifications

• Bachelor's Degree in Accounting or Finance
• MBS Preferred

Industry Keywords

• M&A Transactions
• Due Diligence
• Confidentiality Agreements
• Engagement Letters
• Management Presentations