Careers

Associate Investment Banker

Associate, M&A will participate in all functions of the investment, portfolio management, and capital raising activities. Associate, M&A will take the lead in financial modeling, preparing investment committee materials, due diligence, industry research and play a key role in the investment decision of the fund.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Evaluating investment opportunities through financial modeling, valuation and returns analysis
  • Screening potential transactions by reviewing business plans and having introductory calls and meetings with parties raising capital
  • Preparing materials for and presenting opportunities to Investment Committee
  • Managing all phases of the due diligence process on potential transactions by working with all key stakeholders involved in the transaction
  • Market and industry research to uncover trends and potential areas of investment
  • Monitoring performance of portfolio on a monthly and quarterly basis and presenting key metrics to management.
  • Support capital raising activities by preparing materials for offering documents, overseeing fund waterfall and other ad-hoc requests from potential investors

Competencies

  • Financial Management.
  • Technical Capacity.
  • Business Acumen.
  • Communication Proficiency.
  • Ethical Conduct.
  • Problem Solving/Analysis.
  • Strong written and verbal communication skills
  • Must have team player instincts with the ability to see a project to conclusion with little follow-up.
  • Outstanding financial modeling and accounting skills
  • Interest in working with a small group of investment professionals

Required Education and Experience

  • Bachelor’s degree from a top university
  • 2-4 years’ experience at a top-tier investment bank or consulting firm
  • Experience in consumer/retail or real estate a plus
  • Ability to develop analytical models.

Preferred Education and Experience

  • MBA a plus, but not required
  • 2-4 years additional experience in private equity, venture capital or corporate development a plus

Job Type: Full-time

Required education:

  • Bachelor’s

Required experience:

  • Portfolio Management: 2 years
  • capital raising activities: 2 years
  • venture capital or corporate development: 2 years
  • at a top-tier investment bank or consulting firm: 2 years
  • consumer/retail or real estate: 1 year
  • Investment Banking: 2 years

 

Analyst

Apply your investment banking knowledge to assist our clients in meeting their financial and strategic needs. You will also be expected to participate in the full execution of advisory, capital raising and principal transactions; in the pursuit of new business opportunities; and in the servicing of existing portfolio investments including debt and equity positions.

This Analyst level position, represents an exceptional opportunity to join a highly successful and growing team who values collegial teamwork and dedication to excellence. We welcome applications from candidates wanting to be a part of this success.

Requirements

  • 1 year of experience in investment banking (M&A and equity capital markets experience would be valued)
  • Graduate of leading national/global college or university
  • Experience in Microsoft Office applications and financial modeling
  • Understanding of financial statements, accounting and finance
  • Ability to thrive in a fast paced and challenging work environment
  • Strong attention to detail and exceptional work ethic as well as time and process management skills
  • Extremely proficient in conversational and written English
  • Ability to work well under pressure
  • Demonstrate a genuine desire to join a collegial, growing and entrepreneurial team
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