Experienced Investment Banking Associate - Specialty Finance

Stephens•Atlanta, GA

About The Position

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital. The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services: Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations. Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors. Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors. We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term. Our Specialty Finance team represents the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as teammates and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising solutions as well as buy side and sell side strategies. Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Specialty Finance, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include:

Requirements

3+ years of investment banking experience or an MBA + 1 year of investment banking experience or 5+ years of relevant public accounting or consulting experience
Excellent analytical and modeling skills
High energy with strong interpersonal, accounting and finance skills
Ability to perform under pressure and tight deadlines
Strong commitment to respecting and safeguarding confidential information;
Commitment to working hard
Extraordinary focus on work quality and attention to detail
Adherence to regulatory requirements
Excellent written and verbal communication skills
Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
Strong client management skills
Demonstrated ability to work well in a team environment

Nice To Haves

Experience advising clients in the Specialty Finance industry is a plus, but not required

Responsibilities

Playing a key role in the transaction execution process
Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
Performing extensive valuation and pricing analyses
Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations
Helping plan and execute live engagements
Coordinating and performing business due diligence
Performing industry research and comparable company analysis
Training and developing analysts
Building relationships and maintaining direct contact with current and prospective clients
Performing other tasks as assigned by management