Investment Professionals

Investment Banking Associate

Latest Investment Professionals roles

Investment Banking Analyst and Associate, Life Sciences and MedTech

Our client is a leading middle market investment bank. They are currently looking for an Analyst and an Associate for their growing Life Sciences/Healthcare group 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 biopharma, medtech and medical devices.

Responsibilities

POSITION DESCRIPTION: The firm is looking for a top caliber and experienced Analyst and Associate to be actively involved in deal execution and client deal teams (which also include a VP, Director and MD) in NYC.


Strong skills and experience in the following areas are important:
-The analysis of businesses and their financials
-Communications (in written materials and verbally)
-M&A and/or capital markets transaction experience
-Comfort in working directly with senior client executives and PE/VC firms - Investment banking experience
- Qualified candidates must be capable of producing high quality work products independently and as part of a collegial team.
- Candidates must also possess excellent written and verbal communication skills, strong analytical and problem solving abilities and a comprehensive understanding of accounting and finance.
- Investment banking experience with a Healthcare coverage group preferred

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Investment Banking Senior Associate, Technology

Our client is a leading middle market investment bank. They are currently looking for a Senior Associate for their TMT group 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 Enterprise and Infrastructure Software, FinTech, AdTech, Digital Media, Communications, Internet, ecommerce and cloud services.

Responsibilities

The role will involve the following:

Preparing and delivering presentation materials

Performing extensive valuation, due-diligence, and pricing analyses

Attending client meetings

Supervising 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

TMT 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

Upward progression and hands-on learning from senior management

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Real Estate Investment Banking Analyst/Associate

Leading boutique investment bank seeks an experienced Analyst/Associate to join their NYC-based Real Estate investment banking team.

FIRM

Our client is a leading boutique investment banking firm.

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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.)
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Investment Banking VP and 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
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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

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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.)

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Vice President, Healthcare Services

Our client is a leading middle market investment bank. The Healthcare Group is looking for an experienced Vice President or Director to focus on executing deals in the Healthcare Services sector. This is an opportunity to join a robust practice and to grow into an MD with the group.

Responsibilities

- Day-to-day execution of client engagements

- Managing and training of analyst resources

- Managing the creation of and review/refinement of financial models and related analysis

- Drafting placement/information memorandums and management presentations

- Managing and attending day-to-day investor road shows and management presentations for clients

- Managing due diligence efforts working directly with management teams and investor groups

- Extensive company and industry analyses (trends, M&A, etc.)

- Partnering with senior bankers in assistance of their ongoing business development efforts Qualifications:

- Minimum 4 years experience in investment banking with at least 3-4 years of direct sell-side experience at a well-established firm

- High level of maturity, strong work ethic, and outstanding judgment

- Results oriented, self-motivated, proactive work habits (demonstrated in past experiences)

- Client focused and team oriented, with positive outlook Strong financial modeling, finance, and accounting skills

- Superior attention to detail with commitment to excellence

- Strong data analysis skills, including the ability to analyze data and draw clear, concise conclusions, identify and define problems, and develop creative solutions to problems

- Well-developed verbal and written communication skills, including evidence of effective facilitation skills

- Knowledge of theoretical and applied investment banking techniques

- Familiarity with private equity and venture capital industries and M&A markets - Ability to identify industry trends and provide strategic insights/ideas

- Ability to develop strong working relationships with clients, including the development of relevant transaction documents

- Ability to think strategically

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