Deloitte Corporate Finance - Investment Banking Associate

Deloitte • Charlotte, NC

3d • Onsite

About The Position

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients. Role is based in Charlotte, Dallas or Chicago Work you'll do You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers. Associates work in a collaborative environment where real-time performance feedback is encouraged and will be given responsibilities based on performance and capability. The team Deloitte Corporate Finance LLC (“DCF”) is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, Dallas, and Los Angeles. The firm advises on a variety of transactions for private equity groups and public and private corporations, including mergers and acquisitions and the raising of private capital. Deloitte Corporate Finance serves all major sectors out of Business and Financial Services, Consumer and Retail, General Industrials, Healthcare & Life Sciences, and Technology, Media, & Telecom industry groups. Learn more about our Corporate Finance practice

Requirements

• Bachelor's degree and/or Master's degree required with preferred majors including: Finance, Business Administration, Accounting, Economics, Quantitative Finance, Engineering, or a related field of study
• 1 year of full-time experience in investment banking or M&A execution OR possession of a MBA
• This position requires in-office presence; must reside within a commutable distance of Charlotte, Chicago, or Dallas with the ability to commute daily
• Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
• Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Nice To Haves

• MBA in Finance, Accounting, and/or Economics or related field
• Demonstrated experience performing financial modeling and analysis in a professional setting
• Proven experience analyzing and interpreting financial statements
• Ability to design and provide research-based financial recommendations as well as develop actionable solutions
• Experience working both independently and collaboratively with a team on multiple tasks and assignments
• Superior leadership and management skills
• Demonstrated ability to manage multiple projects simultaneously, meeting all deadlines and deliverables
• Evidence of strong verbal and written communication skills

Responsibilities

• Coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.
• Provide leadership to your internal and client teams to meet the objectives of the process.
• Work with senior bankers to manage the cadence and tactics core to the process.
• Actively contribute to the strategic positioning of our clients to the market
• Lead teams of analysts through models and analytics to support the creation of marketing and diligence documents.
• Contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements.
• Travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.

Benefits

• At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
• Learn more about what working at Deloitte can mean for you.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees