Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A)
About The Position
PKF Investment Banking ( https://www.pkfib.com/ ) is seeking an Analyst or Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur-minded firm which is supported by a top-tier private equity-backed accounting and advisory platform. Successful candidates for this position have the ability to make a tangible impact from the onset and contribute to building a leading middle-market M&A advisory firm. As an Analyst / Associate at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries. At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million.
Requirements
- Effective communication skills – both written and verbal – and ability to develop relationships
- Excellent analytical and problem-solving skills as well as financial modeling experience
- Strong project management skills
- Strong attention to detail
- Ability to work in a high-pressure environment and handle multiple priorities simultaneously
- Ability to work independently and as part of a team
- 4-year degree in Finance, Economics, Accounting or MBA from a top-tier business school
- Minimum of two years of Investment Banking work experience (no exceptions)
- Series 63 and 79 licenses
- Willingness and ability to travel as needed
Responsibilities
- Assist in the preparation of financial and valuation models and other key financial analyses
- Support the preparation of client presentations, pitch materials, and other marketing documents
- Conduct industry research to identify key trends, potential buyers, and acquisition targets
- Facilitate due diligence processes, coordinating with internal teams, other advisors, and clients
- Coordinate and manage various aspects of deal execution from origination to closure
- Assist senior bankers in their business development efforts and support all aspects of the transaction process
- Ensure the timely and accurate completion of deliverables, adhering to internal and client deadlines
Benefits
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
