Lead ESOP Investment Banking Associate

CSG Partners | ESOP Advisors; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

CSG Partners | ESOP Advisors in New York is seeking a leadership role for financial services professionals. Ideal candidates will have 3–4 years of experience from major investment banks or related fields, and they will supervise analysts in ESOP investment banking engagements.

The role involves managing transaction processes, participating in deal structuring, and mentoring team members. A degree in finance or related fields is required, and candidates should demonstrate strong financial modeling skills and attention to detail.

Qualifications

• 3–4 years of investment banking, accounting, or related experience.
• 1–2 years of direct ESOP experience.
• Familiarity with M&A, LBOs, and advanced finance/accounting concepts.

Responsibilities

• Manage ESOP transaction and financing processes.
• Participate actively in deal structuring and valuation analysis.
• Lead transaction-related due diligence and manage document flow.
• Oversee client presentations and transaction memorandum drafting.
• Support senior bankers across all aspects of transactions.
• Attend client meetings and presentations.
• Mentor and coach analysts.

Skills

Financial modeling

Attention to detail

Strong writing skills

Ability to work independently

Education

Degree in finance, accounting, economics or related field

Job description

CSG Partners | ESOP Advisors in New York is seeking a leadership role for financial services professionals. Ideal candidates will have 3–4 years of experience from major investment banks or related fields, and they will supervise analysts in ESOP investment banking engagements.

The role involves managing transaction processes, participating in deal structuring, and mentoring team members. A degree in finance or related fields is required, and candidates should demonstrate strong financial modeling skills and attention to detail.