Prepare, analyze, and explain historical and projected financial information
Coordinate and perform business due diligence and execute M&A transactions
Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed
Perform valuation and ad hoc financial analyses
Assist in the marketing and execution of existing engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members

Investment Banking Associate

Key skills