About this role

Analyzing companies, industries, historical financial statements and prospective financial information
Building financial models and performing valuation analyses
Drafting proposal materials and transaction marketing documents
Assisting in identifying appropriate investors and/or strategic and financial buyers
Managing and executing due diligence
Maintaining relationships with client personnel at appropriate levels
Analyzing M&A market trends and writing related industry research
Updating deal records in firmwide CRM (DealCloud)
Supporting in training, mentoring and oversight of team analysts & interns

Bachelor's degree in business, economics, finance, accounting or similar
At least 2 years of investment banking (preferably M&A) experience
Proficiency with Microsoft Office products and Capital IQ
Strong verbal and written communications skills
Excellent organizational and problem-solving skills
Proven leadership and/or mentoring experience
Advanced knowledge of capital markets, transaction legal matters & risk management
Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
If not held already, will be expected to pass the FINRA Series 79 exam (Investment Banking Professional)

Associate – Capstone Investment Banking

Key skills