Investment Professionals

Investment Banking Associate

Latest Investment Professionals roles

Executive Administrative Assistant / Office Manager

Our client, an established middle-market boutique investment bank with a private equity arm, is opening an NYC office and looking for an Executive Administrative Assistant / Office Manager to join their team. The ideal candidate is collaborative, resourceful, even keeled, detail oriented, and have a demonstrated ability to manage multiple projects and the flexibility to adhere to the evolving needs of the organization.

COMPANY: Boutique Investment Bank / Private Equity

POSITION: Executive Administrative Assistant / Office Manager

LOCATION: New York, NY (Midtown)

HOURS: : 8am-5pm OR 9am-6pm

COMPENSATION: $75K-90K Base (Depending on Experience) + Benefits + Bonus eligible

BACHELOR'S DEGREE REQUIRED: Preferred but not required

View Full Details
Investment Banking Associate, Healthcare
Our client is a Healthcare focused Merchant Bank and their team is looking for an Associate in New York.




Responsibilities
Responsibilities
Assisting the senior bankers and clients throughout the transaction process by:

- Completing detailed due diligence on new clients, including routine meetings with management to gain a thorough understanding of the business
- Preparing detailed analyses to effectively model the client’s financial forecasts, providing basis for company valuations and financial / business due diligence
- Developing high quality marketing material and process update presentations
- Identifying and researching potential buyers or investors for sell-side mandates
- Conducting the execution phase of the engagement, coordinating due diligence efforts between parties
- Managing and coaching junior banking team members
- Staying abreast of new developments within specific healthcare segments by
- Monitoring the activities of potential buyers, including direct briefings with industry leaders to obtain unique insights related to their strategic priorities
- Tracking recent M&A activity and trends in the industry
- Following the financial performance of public companies within the sector

Assisting in the prospect/business development generation by:

- Preparing client proposals and presentations
- Building relationships and maintaining contact with prospective clients
- Leading the research, positioning and writing of the firm's thought leadership (e.g. blogs, research etc.)
View Full Details
Investment Banking Associate, Consumer
  • Our client is a leading middle market investment bank. They are currently looking for an Associate for their their Consumer & Retail team in New York, NY. This position will offer exposure to a variety of different verticals and give you the ability to hone your skills in M&A, debt, and equity executions. Sector exposure is including but not limited to Food, Beverages, Agribusiness, Home, Beauty and Personal Care.




Job Description
The role will involve the following:

Preparing and delivering presentation materials

Performing extensive valuation, due-diligence, and pricing analyses

Attending client meetings

Supervising other Analyst level banking professionals

Playing key leadership roles in all aspects of the transaction process - primarily in M&A execution

Working on lean deal teams to maintain client relations and building M&A product expertise

Requirements:

Ideally will be working at another leading investment bank

Public and Private deal experience preferred

Bachelors degree in Finance, Math, or Economics from a target school preferred

Consumer & Retail Investment Banking Experience is ideal

Advanced proficiency in Excel, Microsoft Office, Word, & PowerPoint

Team player and a self-starter

Strong communication skills and able to work with tight deadlines

Benefits:

Exposure to lean deal teams

Working on some of the most sought after buy and sell-side M&A deals in the market

Live deal experience

All cash compensation

Upward progression and hands-on learning from senior management
View Full Details
Investment Banking Vice President and Director

Our client is an investment bank and their Healthcare group is looking for a Vice President and Director in their Minneapolis office.

Responsibilities

- Assisting the Managing Director or Director in client engagements
- Completing detailed due diligence on new clients, including meeting with client management to gain a thorough understanding of the business
- Preparing high quality engagement materials describing the client business and future growth prospects and synergies with potential buyers
- Preparing detailed financial analyses to effectively model the client's business and future growth opportunities
- Identifying and researching potential buyers or investors for each engagement
- Coordinating the execution phase of the engagement, including follow-up with prospective buyers to determine their level of interest, answer any questions they may have, and provide additional information as requested
- Assisting the client with the coordination of the due diligence process; - -- Staying abreast of new developments within assigned areas of healthcare and technology by monitoring the activities of potential buyers, including regular direct briefings with key management to have first person knowledge of their acquisition strategies and criteria
- Tracking recent mid-market M&A activity in the industry
- Following the financial performance of public companies within the sector; Leading the research, positioning and writing of at least one of the firm's research report on the healthcare industry each year
- Assisting in the preparation of client proposals and presentations.
- Requires 25% travel within U.S

View Full Details
Investment Banking Associate

Our client is an investment bank and their Healthcare team is looking for an Associate in Minneapolis.

Responsibilities

Assisting the senior bankers and clients throughout the transaction process by:

- Completing detailed due diligence on new clients, including routine meetings with management to gain a thorough understanding of the business
- Preparing detailed analyses to effectively model the client’s financial forecasts, providing basis for company valuations and financial / business due diligence
- Developing high quality marketing material and process update presentations
- Identifying and researching potential buyers or investors for sell-side mandates
- Conducting the execution phase of the engagement, coordinating due diligence efforts between parties
- Managing and coaching junior banking team members
- Staying abreast of new developments within specific healthcare segments by
- Monitoring the activities of potential buyers, including direct briefings with industry leaders to obtain unique insights related to their strategic priorities
- Tracking recent M&A activity and trends in the industry
- Following the financial performance of public companies within the sector

Assisting in the prospect/business development generation by:

- Preparing client proposals and presentations
- Building relationships and maintaining contact with prospective clients
- Leading the research, positioning and writing of the firm's thought leadership (e.g. blogs, research etc.)

View Full Details
Investment Banking Associate, Technology
A rapidly growing, independent technology-focused M&A advisory firm is seeking experienced and highly-motivated technology M&A investment banking Associates for their Boston office. As a high-touch, technology-focused boutique M&A advisory firm, they offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry while pursuing particular areas of interest.
About the Firm
Our client is a rapidly growing, independent technology-focused M&A advisory firm that serves market-leading software, business information, and technology-enabled services companies spanning a range of high-growth market sectors that include healthcare IT, financial technology, education software and analytical software, among others. The firm works with prominent technology-focused private equity firms, venture capital firms, entrepreneur-owned companies and publicly-traded technology companies. Clients value the firm's ability to deliver exceptional transaction outcomes through a unique consultative and analysis-driven approach. Their senior professionals average over 20 years of experience and have completed more than 180 M&A transactions valued in excess of $20 billion. The firm fosters a collegial, team-oriented, and entrepreneurial culture. They maintain highly competitive compensation and benefits and offer attractive advancement opportunities. They believe the pace of an individual’s advancement should map to that individual’s capabilities and demonstrated successes – not to a formulaic path and defined timeframes. The firm is a registered broker-dealer and member of FINRA and SIPC.
View Full Details

Firm Coverage

Investment Banking

 

Recent placements

Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech