Investment Banking Associate

Plante Moran; Southfield (MI); On-site; USD 135,000 - 155,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Flexible Time Off

Holidays

Job summary

PMCF, a U.S. registered broker/dealer and investment bank, seeks an associate to provide qualitative and data-driven components for M&A transactions.

You will oversee analyst duties, develop financial models, and research industries for prospective buyers while working closely with clients and financial institutions. Applicants should have a bachelor's in accounting/finance, 3+ years in investment banking or related fields, and be willing to relocate to Metro Detroit, Chicagoland, or Denver for

Qualifications

• Bachelor’s degree in accounting or finance; MBA preferred but not required.
• At least 3 years of investment banking or transactional experience.
• Willing to relocate to Metro Detroit, Chicagoland, or Denver area.

Responsibilities

• Oversee and ensure accuracy of analyst duties, including modeling review.
• Develop analytical components for the development of M&A transactions.
• Research industries and companies for prospective buyer lists and industry overviews.
• Develop and manipulate financial models and valuations for financing, structure, and cash flow feasibility.
• Write assigned sections of selling documents detailing attributes and information about the company.
• Assist in assembling and editing information requests, due diligence lists, and engagement letters.
• Communicate with potential buyers, financial institutions, attorneys, referral sources, and clients.
• Participate in strategic discussions surrounding the transaction.

Skills

Data analysis

Financial modeling

Team supervision

Communication

Education

Bachelor's degree in accounting/finance

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.

Our Team Of Professionals Has More Than 230+ Years Of Industry Experience And Is Organized By Industry, With Specializations In Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, And Healthcare. We Bring Up-market Analysis, Strategy, And Capability To The Middle Market By

• Fostering a deep and trusting relationship with each client.
• Providing continuous senior level involvement throughout the process.
• Developing supported positioning points aligned with value drivers and growth opportunities.
• Identifying potential impact risk factors and creating mitigating strategies.
• Leveraging the deep industry experience.
• Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

Your role.

You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.

Your Work Will Include, But Not Be Limited To

• Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
• Developing various analytical and data-driven components for the development of M&A transactions
• Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
• Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
• Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
• Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
• Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
• Participation in strategic discussions surrounding the transaction.

The Qualifications.

• Bachelor's degree in accounting or finance, MBS preferred but not required
• At least 3 years work experience in investment banking or transactional related field is required.
• Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.

What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.

• We live and work by the Golden Rule
• We offer a work-life balance that is generally not available with large investment banks
• We have a promote from within mentality with opportunities for advancement

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.

The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors.

What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.

• We live and work by the Golden Rule
• We offer a work-life balance that is generally not available with large investment banks
• We have a promote from within mentality with opportunities for advancement

PMCF is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. PMCF is an Equal Opportunity Employer.

PMCF maintains a drug-free workplace.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00