Investment Banking Associate – Generalist, EdTech

Jobtailor; Washington (District of Columbia); On-site; USD 100,000 - 170,000; Full time

Job summary

Jobtailor in Washington, DC seeks an experienced M&A professional to support day-to-day deal processes, capital raises, and financial advisory activities. You will build financial models and draft pitches, while participating in client presentations and trainings.

You will also mentor Analysts, monitor work quality, and help drive transaction teams to successful outcomes, with feedback that supports growth and learning in a fast-paced, entrepreneurial setting.

Qualifications

• An unwavering commitment to excellence and a high degree of maturity.
• A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment.
• An outstanding academic record.
• The ability to work as part of a team in an environment that demands excellence, time and energy.
• Personal integrity, initiative and leadership qualities.
• Strong quantitative, verbal and written communication skills.
• Strong financial understanding and financial modeling skills a plus.
• Strong multi-tasking and time management skills.
• Highly proficient with Microsoft Office suite.
• At least 2-5 years post undergraduate M&A investment banking work experience supporting deals and pitches.
• SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date).

Responsibilities

• Support day-to-day M&A, capital raising, and financial advisory deal processes and projects
• Learn core investment banking knowledge and expand analytical, communication, marketing, and sales skills
• Create financial models
• Draft pitch and marketing materials
• Participate in client presentations and training
• Manage Analysts
• Identify training and learning opportunities for Analysts
• Monitor work quality
• Play a critical role on transaction teams
• Receive and provide feedback supporting personal and professional growth

Skills

M&A Investment Banking Experience

Financial Modeling Skills

Microsoft Office Proficiency

Strong Communication Skills

Leadership and Mentoring

Attention to Detail

Time Management

Team Collaboration

Positive Attitude

Analytical Skills

Tools

Microsoft Office Suite

Job description

• Support day-to-day M&A, capital raising, and financial advisory deal processes and projects
• Learn core investment banking knowledge and expand analytical, communication, marketing, and sales skills
• Create financial models
• Draft pitch and marketing materials
• Participate in client presentations and training
• Manage Analysts
• Identify training and learning opportunities for Analysts
• Monitor work quality
• Play a critical role on transaction teams
• Receive and provide feedback supporting personal and professional growth

Requirements

• An unwavering commitment to excellence and a high degree of maturity
• A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
• An outstanding academic record
• The ability to work as part of a team in an environment that demands excellence, time and energy
• Personal integrity, initiative and leadership qualities
• Strong quantitative, verbal and written communication skills
• Strong financial understanding and financial modeling skills a plus
• Strong multi-tasking and time management skills
• Highly proficient with Microsoft Office suite
• At least 2-5 years post undergraduate M&A investment banking work experience supporting deals and pitches
• SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)

Core Competencies

Demonstrates strong financial modeling skills and a solid understanding of M&A processes, while effectively managing and mentoring Analysts in a high-performance environment. Excels in communication and teamwork, contributing to successful client presentations and marketing efforts.

Highest-signal resume keywords

• M&A Investment Banking Experience
• Financial Modeling Skills
• Microsoft Office Proficiency
• Strong Communication Skills
• Leadership and Mentoring

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• M&A Processes
• Pitch Materials Creation
• Client Presentations
• Analytical Skills

Soft Skills

• Attention to Detail
• Initiative
• Team Collaboration
• Time Management
• Positive Attitude

Certifications & Qualifications

• SIE
• Series 79
• Series 63

Industry Keywords

• Financial Advisory
• Capital Raising
• Investment Banking
• Deal Processes
• Analyst Management