Investment Banking Associate

CSG Partners; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

CSG Partners in New York is seeking a Financial Services Professional to manage ESOP transactions and lead teams. This role involves participating in deal structuring, financial analysis, and mentoring analysts.

The ideal candidate has 3-4 years of experience in investment banking or accounting and a degree in a related field. CSG offers a competitive compensation package and a clear career path in ESOP investment banking.

Qualifications

• 3–4 years of investment banking, accounting, or related experience.
• 1–2 years of direct ESOP experience.
• Familiarity with M&A, LBOs, and advanced finance/accounting concepts.

Responsibilities

• Manage ESOP transaction and financing processes.
• Lead transaction-related due diligence and manage document flow.
• Mentor and coach analysts.

Skills

Financial modeling

Writing skills

Attention to detail

Independent work

Education

Degree in finance, accounting, economics, or related field

Job description

Overview

We are seeking diligent, coachable, and determined financial services professionals with 3–4 years of experience at major investment banks, accounting firms, or ESOP consultancies. This is a leadership role for rising professionals. Associates supervise analysts and work directly with managing directors on 25–30 ESOP investment banking engagements per year. Deal teams perform extensive financial analysis and modeling to develop projections, structure transactions, and assess credit capacity.

CSG offers a clear career path in ESOP investment banking, direct client involvement, and a competitive compensation package.

Responsibilities

• Manage ESOP transaction and financing processes.
• Participate actively in deal structuring and valuation analysis.
• Lead transaction-related due diligence and manage document flow.
• Oversee client presentations and transaction memorandum drafting.
• Support senior bankers across all aspects of transactions.
• Attend client meetings and presentations.
• Mentor and coach analysts.

Qualifications

• 3–4 years of investment banking, accounting, or related experience.
• 1–2 years of direct ESOP experience.
• Degree in finance, accounting, economics, or a related field.
• Familiarity with M&A, LBOs, and advanced finance/accounting concepts.
• Strong financial modeling and writing skills.
• Exceptional attention to detail.
• Ability to work independently.
• Immediate availability.

CSG is an equal opportunity employer.

About CSG Partners

Since 2000, CSG Partners has helped middle-market companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we\'re recognized as the nation’s leading leveraged ESOP practice. Private companies seeking shareholder liquidity, tax relief, and employee benefits turn to our nationally-recognized team of advisors. We’ve guided hundreds of clients through the ESOP formation process, from analysis, through capital raising, to closing. We understand the needs of clients and their advisors because we’ve walked in their shoes. In addition to former commercial bankers, attorneys, and accountants, our team of ESOP specialists includes former entrepreneurs and CEOs. That practical experience, combined with CSG Partners’ thought leadership and extensive analytical process, provides insights and strategies that drive desired outcomes for all stakeholders. Our team has been recognized by leading publications and organizations with over 40 Firm & Deal of the Year honors in the past decade alone.