This role involves using mathematical models and statistical techniques to analyze data and prepare reports, charts, and tables summarizing analyses and research results. The position requires organizing and preparing presentations to explain industry trends, discuss client options, and recommend strategies to meet client goals. The Associate will work with the industry coverage group, interacting and coordinating with clients and other internal groups. Daily responsibilities include interaction with senior and junior bankers for the preparation of financial exhibits, marketing documents, and information memorandums for clients. The role focuses on developing and strengthening client relationships by participating in advisory teams and structuring/executing financial transactions, particularly mergers and acquisitions (M&A), debt issuances, and initial public offerings (IPOs), primarily for middle-market Industrials public and privately held companies. The Associate will create and analyze complex financial models, perform scenario analyses, and interact with client executives to guide their financial decisions. Coordination with cross-divisional teams is essential for preparing client marketing or sales memoranda.
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Job Type
Full-time
Career Level
Mid Level