Investment Banking Associate - ESOP

PCE Investment Bankers | M&A | ESOP | Valuation; Atlanta (GA); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Generous PTO

Job summary

A financial services firm in Atlanta is looking for an Associate to join their Investment Banking group, specializing in Employee Stock Ownership Plan (ESOP) transactions. The successful candidate will manage feasibility studies and generate market analyses, requiring a finance or accounting degree and 3-7 years of relevant experience. This position offers flexible working options and a variety of benefits.

Qualifications

• 3-7 years’ experience in financial advisory services.
• Direct experience with financial statement analysis.
• Financial modeling or valuation experience.
• Strong accounting or finance background.
• Excellent quantitative, writing, and communication skills.

Responsibilities

• Managing ESOP feasibility studies.
• Writing offering memorandums.
• Generating buyers lists.
• Researching and compiling market data.
• Performing other duties and special projects.

Skills

First-rate interpersonal skills

Ability to work in a team environment

Entrepreneurial drive and spirit

Education

Bachelor’s degree in finance or accounting

Job description

Direct message the job poster from PCE Investment Bankers | M&A | ESOP | Valuation

Investment Banking | ESOP | Valuations | Advisory

About the Company

PCE is a diversified company providing various financial services targeted to middle-market public and private businesses. We have created a unique environment based on teamwork and inter-disciplinary cooperation while simultaneously emphasizing the importance of family. We offer colleagues the flexibility to align their personal and professional goals through remote working options, generous PTO, and a wide array of benefits.

About the Role

PCE seeks an Associate to join our Investment Banking group specializing in Employee Stock Ownership Plan (ESOP) transactions. Associates work in small, client-focused teams within the ESOP Investment Banking group devoted to helping PCE’s clients achieve their financial and strategic objectives.

Responsibilities

• Managing ESOP feasibility studies
• Writing offering memorandums
• Generating buyers lists
• Researching and compiling market data
• Performing other duties and special projects

Qualifications

• Bachelor’s degree in finance or accounting
• 3-7 years’ experience in financial advisory services
• Direct experience with financial statement analysis
• Financial modeling or valuation experience
• Strong accounting or finance background
• Excellent quantitative, writing, and communication skills

Required Skills

• First-rate interpersonal skills
• Ability to work in a team environment
• Entrepreneurial drive and spirit

Preferred Skills

• Experience with Employee Stock Ownership Plans (ESOPs)
• Experience in financial advisory services

PCE is unable to sponsor applicants for work visas.

Equal Opportunity Statement

PCE is committed to diversity and inclusivity.

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Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Banking and Financial Services

Referrals increase your chances of interviewing at PCE Investment Bankers | M&A | ESOP | Valuation by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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