Associate - Capstone Partners' Investment Banking, TMT

Huntington National BankBoston, MA
4dOnsite

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' TMT 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 .

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.
  • Perform other duties as assigned.

Benefits

  • health insurance coverage
  • wellness program
  • life and disability insurance
  • retirement savings plan
  • paid leave programs
  • paid holidays
  • paid time off (PTO)
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