Investment Banking Associate / Vice President - Specialty Distribution & Business Services

Stephens•Atlanta, GA

4h•Onsite

About The Position

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to clients. They have a long history of identifying and seizing opportunities through economic cycles, creating lasting value for clients by executing single transactions or developing holistic solutions. Stephens focuses on developing relationships, working with clients as they interact with financial markets, analyze strategic alternatives, and raise capital. The Investment Banking team offers a collegial and supportive environment for career advancement, with offices across the U.S. and Europe. They provide objective advice and precise execution on a full array of investment banking services, including mergers and acquisitions, public debt and equity underwritings, private placements, restructurings, and recapitalizations. They offer insights based on deep industry knowledge and serve public, private, family-owned businesses, financial sponsors, family offices, and institutional investors. The company prioritizes earning client trust and rewards individuals who achieve this. The transatlantic team of more than 275 investment banking professionals collaborates to add value for middle-market companies and global organizations, fostering a vibrant and stable atmosphere for long-term growth. The Specialty Distribution & Business Services groups have a long-tenured team of experts providing sector and execution expertise to middle market founder-owned and institutionally backed businesses. Senior bankers maintain strong relationships across various distribution and services sectors, focusing on sub-sectors like engineered products, industrial supplies and equipment, automotive aftermarket, commercial and residential services, professional services, and other tech-enabled services. They have extensive experience in successful M&A transactions (buy-side and sell-side) and equity and debt capital raises.

Requirements

3+ years of investment banking or an MBA with 1+ years of investment banking experience
Experience advising clients in the broader industrials space
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 with Specialty Distribution and/or Business Services is preferred

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 Presentations, management presentations, marketing pitches and other presentations
Helping plan and execute live engagements
Coordinating and performing business due diligence
Creation and execution of business development and marketing plans in coordination with Senior Bankers.
Performing industry research and comparable company analysis
Training and developing analysts and associates (as applicable)
Recruit, educate, and train Investment Banking Analysts and Associates (as applicable)
Building relationships and maintaining direct contact with current and prospective clients
Performing other tasks as assigned by management