I am partnered with a specialized boutique Investment Bank headquartered in the heart of New York City. With a focus on delivering personalized financial solutions they pride themselves on their innovative approach and commitment to excellence within the middle market. They are dedicated to growth acquisitions, shareholder liquidity, recapitalizations, bridge financing, management buyouts and dividends with transaction value ranging from $40M-$300M+. This position offers a unique opportunity to work closely with senior professionals, clients, and other key stakeholders in a collaborative and fast-paced environment.
Key Responsibilities:
- Conduct comprehensive financial analysis, market research, and due diligence for potential transactions
- Assist in the preparation of pitch materials, offering memorandum, and other client presentations
- Support the structuring and execution of capital raising, mergers and acquisitions, and other financial advisory services
- Collaborate with cross-functional teams to ensure seamless project execution and client satisfaction
- Maintain strong relationships with clients, investors, and key industry contacts
Qualifications:
- Bachelor's degree in Finance, Business, or related field
- Minimum of 2 years of experience in an Investment Banking role
- Strong analytical and financial modeling skills
- Excellent written and verbal communication skills
- Proven ability to work effectively in a team-oriented environment
- Series 7 and 63 licenses preferred
- Knowledge of relevant financial regulations and industry trends
