The Associate will be responsible for:
- Service portfolio investments (debt and equity)
- Perform industry and company research
- Analyze financial data to craft forecasts for clients
- Manage analysts in their analysis for presentations and transaction data
- Participate in due diligence process
The Associate should have the following qualifications:
- 3+ years investment banking experience
- FINRA exams required (or must be completed within 6 months)
- S24 required for supervisory positions
- Background in financial modeling
- Superior project management skills
- Enjoys working in team environments and project collaboration
Benefits:
- Casual Fridays
- Monthly team nights
- Gym membership
If you are interested in this Associate role, then don't wait to apply.