Investment Banking - Generalist/EdTech - Associate

DC Advisory; New York (NY); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K Retirement Plans

Discretionary Bonus

Job summary

DC Advisory, a global investment bank, is seeking an Associate in New York to support day-to-day M&A and capital-raising processes. You will build financial models, draft pitchbooks, and contribute to client presentations and marketing materials.

Expect 2–5 years of post-undergraduate M&A experience, strong Excel and PowerPoint skills, and excellent analytical, written and verbal communication. You will mentor Analysts and collaborate on transaction teams in a fast-paced environment.

Qualifications

• 2–5 years post-undergraduate M&A investment banking experience.
• Strong quantitative, verbal and written communication skills.
• Proficiency with Microsoft Office; financial modeling skills a plus.
• SIE and Series 79/63 required or to be completed within 30 days of start.

Responsibilities

• Create financial models and assist with deal processes.
• Draft pitch and marketing materials for client presentations.
• Participate in client presentations and team training.
• Mentor Analysts and ensure high-quality work on transactions.

Skills

M&A experience

Financial modeling

Pitch materials

Client presentations

Analytical skills

Work ethic

Team collaboration

SIE

Series 79/63

MS Excel

MS PowerPoint

Education

Bachelor's degree in Finance / Economics / Business

Tools

Microsoft Office

Job description

DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry-focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital, and access to unrivalled Asia investment knowledge. For more information, visit https://www.dcadvisory.com/

The Role

As an Associate on the team, you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.

Position Requirements

Qualities we seek include:

• 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)

Working Arrangement

• Please note this position will operate in a hybrid capacity with four days on-site in our office (Monday - Thursday) with the option to work from home on Fridays

Compensation & Benefits

• Salary Range: $175,000 - $200,000 + annual discretionary bonus
• Medical / Dental / Vision Insurance
• Long Term Disability, Short Term Disability, Life Insurance
• Pet Insurance
• Health Savings Account
• Retirement Plans (401K)
• Pre-Tax Commuter Benefits