Analyst/Associate, Board & Special Committee Advisory / Transaction Opinions - New York
About The Position
We are looking for an Analyst/Associate to be part of a dedicated team that focuses on complex analytics, financial models, and valuation – and works hand-in-hand with other teams within our firm (i.e., M&A, industry groups, etc.) to deliver investment banking services to clients. Our Analysts/Associates also work on stand-alone fairness, solvency, and transaction-based valuation opinions. Analysts/Associates support engagements and new business development by: Analyzing and explaining historical and projected financial information Performing business and financial due diligence Conducing industry and sub-sector research (analyst) Valuing companies, businesses, and securities Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities) Assisting (analyst) or preparing (associate) board/special committee presentations supporting advice and opinions Helping pitch engagements and participating in business development initiatives Building relationships and maintaining direct contact with current and prospective clients
Requirements
- Prior investment banking, valuation, or related experience
- Advanced accounting, finance, financial modeling, and analytical abilities
- Strong qualitative and quantitative research skills (analyst)
- Excellent oral and written communication skills
- Experience managing analysts or other personnel (associate)
- Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
- Have a very strong work ethic, organizational skills, and ability to multi-task
Nice To Haves
- An undergraduate degree with academic distinction and/or a graduate degree
- At least one year (Analyst) and three years (Associate) of experience in financial services with at least one year of investment banking, valuation, or related experience
- A demonstrated ability to work cooperatively with all levels of staff
Responsibilities
- Analyzing and explaining historical and projected financial information
- Performing business and financial due diligence
- Conducing industry and sub-sector research (analyst)
- Valuing companies, businesses, and securities
- Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities)
- Assisting (analyst) or preparing (associate) board/special committee presentations supporting advice and opinions
- Helping pitch engagements and participating in business development initiatives
- Building relationships and maintaining direct contact with current and prospective clients
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
