Associate, Mergers and Acquisitions
- Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions.
- Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies.
- Ensure quality of client deliverables by having a strong attention to detail
- Mentor and develop staff - analysts and junior associates.
- Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.
- MBA with a minimum of 1 year prior experience in investment banking or minimum of 3-4 years’ experience at bulge bracket or reputable boutique or regional investment bank with demonstrable M&A execution experience.
- Bachelor's degree in Finance or Accounting.
- Strong interest on researching the financial service industry.
- Ability to make effective decisions by analyzing information and considering priorities.
- Proficient in MS Office, including Excel, Word, and PowerPoint
- Demonstrated experience with managing of day to day aspects of client relationships and projects
- FINRA Series 79 & 63 certification (either current or able to obtain)
- Excellent written and verbal communication skills that help represent diverse communities
- Experience working with diverse teams
- Experience with sell-side M&A is preferred
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