Associate, Investment Banking
About The Position
Needham & Company, a full service broker-dealer, has an opening for either an experienced Associate or Vice President, Investment Banking for the San Francisco office. The Associate or VP will partner with Senior Bankers on multiple projects and transactions at any given time, with primary responsibilities surrounding the production of analytical work for clients and the support of transaction execution from origination to closing. The job involves, among other tasks, the following: ·preparation of presentations to clients; ·financial analysis, including valuation analysis; ·capital markets and technology analysis; ·participation in the drafting of SEC documents; ·execution of IPOs, follow-on equity offerings, and mergers and acquisition projects; and ·conducting due diligence for Needham & Company sponsored transactions.
Requirements
- 4-8 years of experience in investing banking, with closed deal experience.
- excellent analytic and writing skills and a particular attention to detail
- strong work ethic
- keen understanding of financial statement analysis and company valuation techniques
- strong computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.)
- teamwork, interpersonal, and leadership skills
- driven, results oriented personality
Nice To Haves
- Cyber security, infrastructure and enterprise software, and industrial technologies experience is a major plus
Responsibilities
- preparation of presentations to clients
- financial analysis, including valuation analysis
- capital markets and technology analysis
- participation in the drafting of SEC documents
- execution of IPOs, follow-on equity offerings, and mergers and acquisition projects
- conducting due diligence for Needham & Company sponsored transactions
Benefits
- a 401(k) program with company-matching contributions
- health, dental, vision, life and disability insurance, flexible spending, commuter
- paid time-off plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
