Investment Banking Associate – Consumer & Retail
About The Position
Our client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking an Associate to join their Investment Banking team in Boston, focused on the Consumer & Retail sector. Associates are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Associates work on small, client-focused teams within the Corporate Finance and M&A disciplines, in a unique environment that combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. The team provides deep advisory expertise across several major consumer and retail segments: Food & Beverage, Restaurants, Household, Beauty, and Personal Care, Apparel, Footwear, & Accessories, Automotive Aftermarket, and Cannabis & Entertainment.
Requirements
- Bachelor's degree in Finance or a related field required
- 3–5 years of post-undergraduate work experience in Investment Banking or Private Equity
- No specific licenses required
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
- Strong ability to work in an entrepreneurial culture
- Ability to manage, from start to finish, financing and M&A transactions
- Excellent analytical, modeling, and client management skills
- Exercises good judgment in assessing the risks and rewards of new business opportunities
Responsibilities
- Play a critical role as the project manager on teams, managing the deal process from origination to close
- Develop integrated financial models and related valuation analyses
- Participate in M&A, corporate finance (debt, public, and private equity), and restructuring assignments across Consumer & Retail segments
- Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
- Mentor junior staff and identify areas for their development
- Work on multiple projects and transactions at any given time
Benefits
- Health, dental, vision, and prescription insurance
- Total health and wellness programs
- Flexible spending accounts
- Tuition and certification assistance programs
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
