Investment Banking Associate
About The Position
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
Requirements
- Bachelor's degree in accounting or finance, MBS preferred but not required
- At least 3 years work experience in investment banking or transactional related field is required.
- Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.
Nice To Haves
- MBS preferred but not required
Responsibilities
- Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
- Developing various analytical and data-driven components for the development of M&A transactions
- Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
- Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
- Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
- Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
- Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
- Participation in strategic discussions surrounding the transaction.
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense
- lodging reimbursement for business-related use
- meal reimbursement for business-related use
- pension plan is also available for eligible administrative and paraprofessional staff
- discretionary bonus plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
