Investment Banking Associate - Specialty Distribution & Services

Stephens; Atlanta (GA); On-site; USD 60,000 - 125,000; Full time

Job summary

An established industry player is seeking an Investment Banking Associate to join their Specialty Distribution & Services team in Atlanta. This role offers a unique opportunity to work in a collaborative environment, executing transactions and providing valuable insights to clients across various sectors. Candidates will leverage their analytical and modeling skills to develop financial analyses, manage client relationships, and mentor junior team members. With a focus on quality and detail, this position is ideal for those looking to advance their careers in investment banking while contributing to meaningful client engagements.

Qualifications

• 2+ years of investment banking or transaction advisory experience.
• Excellent analytical and modeling skills are essential.
• Strong interpersonal and communication skills required.

Responsibilities

• Play a key role in the transaction execution process.
• Develop detailed financial analyses and models.
• Train and mentor analysts while maintaining client relationships.

Skills

Analytical Skills

Modeling Skills

Client Management

Interpersonal Skills

Attention to Detail

Education

MBA

Bachelor's Degree

Job description

Investment Banking Associate - Specialty Distribution & Services

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Summary

Title: Investment Banking Associate

Group: Specialty Distribution & Services

Location: Atlanta

WHY STEPHENS

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.

The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services:

• Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
• Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors.
• Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors.
  
  

We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.

SPECIALTY DISTRIBUTION & SERVICES

Our Specialty Distribution group has a long-tenured team of experts who bring operating-level knowledge and exceptional insights to the specialty distribution and services space. This enables us to offer a full range of investment banking capabilities. Our senior bankers have strong relationships with clients spanning across a variety of distribution and services sectors, including automotive, energy, industrial automation & technology, parts, repair, maintenance, equipment as well as commercial, professional and tech-enabled services. We have extensive experience conducting successful equity and debt capital raising as well as M&A transactions on both the buy side and sell side.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Specialty Distribution & Services, and deliver top quality work products to their team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include:

• Playing a key role in the transaction execution process
• Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
• Performing extensive valuation and pricing analyses
• Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations
• Helping plan and execute live engagements
• Coordinating and performing business due diligence
• Performing industry research and comparable company analysis
• Training and developing analysts
• Building relationships and maintaining direct contact with current and prospective clients
• Performing other tasks as assigned by management
  
  

Qualifications

• 2+ years of investment banking experience and / or transaction advisory services experience, or an MBA + 1 year of investment banking associate experience.
• Experience advising clients in the Specialty Distribution & Services space is a plus, but not required.
• Excellent analytical and modeling skills
• High energy with strong interpersonal, accounting and finance skills
• Ability to perform under pressure and tight deadlines
• Strong commitment to respecting and safeguarding confidential information;
• Commitment to working hard
• Extraordinary focus on work quality and attention to detail
• Adherence to regulatory requirements
• Excellent written and verbal communication skills
• Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
• Strong client management skills
• Demonstrated ability to work well in team environment
  
  

For benefits information, please visit: https://www.stephens.com/careers/benefits

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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