M&A & Strategic Advisory Associate

Financeroles; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

Rothschild & Co North America in New York seeks a senior M&A professional to lead advisory engagements and manage client relationships across North America. You will drive financial modelling, valuation, and deal execution while coordinating with global teams.

Effective leadership and communication are essential to build teams and client confidence; the role offers strong growth, exposure to diverse industries, and a competitive compensation package.

Qualifications

• Prior M&A experience at an advisory firm or investment bank required.
• Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis.
• Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies.
• Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business.
• Experience leading client presentations, managing projects and the execution of transactions.
• Ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines.
• Knowledge of the relevant financial and regulatory environments that surrounds M&A
• Advanced Microsoft Office skills (Word, PowerPoint and Excel)

Responsibilities

• Execute live deals in and across multiple verticals and sub-industries within Business Services which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory
• Extensive private equity exposure
• Oversee and assist in financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
• Spearhead analysis of broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers and equity and debt capital market’s events
• Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
• Conduct quantitative and qualitative economic, industry and company research and analysis
• Managing analysts and overseeing various work streams
• Attend client meetings, industry conferences, and external training sessions
• Adhere to all compliance regulations and confidentiality policies
• Contribute to Rothschild & Co’s unique firm culture, and recruiting, training and development efforts

Skills

M&A experience

Financial modeling

Valuation

Leadership

Client presentations

Project management

Microsoft Office

Education

Bachelor’s Degree

MBA or equivalent in Finance

Tools

Excel

PowerPoint

Word

Job description

Rothschild & Co North America in New York seeks a senior M&A professional to lead advisory engagements and manage client relationships across North America. You will drive financial modelling, valuation, and deal execution while coordinating with global teams.

Effective leadership and communication are essential to build teams and client confidence; the role offers strong growth, exposure to diverse industries, and a competitive compensation package.