Associate - Capstone Partners' Investment Banking, Industrials

Huntington National Bank•Boston, MA

5d•Onsite

About The Position

Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' Industrials team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com . Duties and Responsibilities: Analyzing companies, industries, historical financial statements and prospective financial information. Building financial models and performing valuation analyses. Drafting proposal materials and transaction marketing documents. Assisting in identifying appropriate investors and/or strategic and financial buyers. Managing and executing due diligence. Maintaining relationships with client personnel at appropriate levels. Analyzing M&A market trends and writing related industry research. Updating deal records in firmwide CRM (DealCloud). Supporting in training, mentoring and oversight of team analysts & interns. Strong attention to detail, leadership skills and work ethic. Demonstrated aptitude for quantitative and qualitative analysis. Solid understanding of financial statements and financial modeling. High degree of maturity and integrity. Perform other duties as assigned.

Requirements

Bachelor's degree in business, economics, finance, accounting or similar
2-4 years of investment banking (preferably M&A) experience
Proficiency with Microsoft Office products and Capital IQ
Strong attention to detail, leadership skills and work ethic.
Demonstrated aptitude for quantitative and qualitative analysis.
Solid understanding of financial statements and financial modeling.
High degree of maturity and integrity.
Must be authorized to work in the United States - E-Verify Employer
Ability to pass an FBI (Federal Bureau of Investigations) background check with fingerprinting to be associated with the broker dealer
If not held already, will be expected to pass the FINRA Series 79 and potentially the Series 63 exams (Investment Banking Professional)

Nice To Haves

Strong verbal and written communications skills
Excellent organizational and problem-solving skills
Proven leadership and/or mentoring experience
Advanced knowledge of capital markets, transaction legal matters & risk management
Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
Willingness to travel

Responsibilities

Analyzing companies, industries, historical financial statements and prospective financial information.
Building financial models and performing valuation analyses.
Drafting proposal materials and transaction marketing documents.
Assisting in identifying appropriate investors and/or strategic and financial buyers.
Managing and executing due diligence.
Maintaining relationships with client personnel at appropriate levels.
Analyzing M&A market trends and writing related industry research.
Updating deal records in firmwide CRM (DealCloud).
Supporting in training, mentoring and oversight of team analysts & interns.