Investment Banking Associate - Specialty Distribution & Business Services
About The Position
The Investment Banking Associate will play a central role on deal teams, helping drive live engagements, mentor analysts, and develop the judgment and leadership expected of senior investment banking professionals. Associates are entrusted with important workstreams across financial analysis, due diligence, and the creation and presentation of client materials. This role is within the Specialty Distribution & Business Services group, which has a long-tenured team of experts bringing sector and execution expertise to middle-market founder-owned and institutionally backed businesses. The group focuses on areas including engineered products, industrial supplies and equipment, automotive aftermarket, commercial and residential services, professional services, and other tech-enabled services, with extensive experience in M&A and capital raises.
Requirements
- 2+ years of Investment Banking experience or an MBA plus 1 year of Investment Banking Associate experience.
- Bachelor’s degree
- Strong analytical, financial modeling and valuation skills, including the ability to review and guide analyst work product
- Demonstrated ability to manage workstreams and prioritize assignments in a fast-paced, deadline-driven environment
- Excellent written, verbal and presentation skills
- High level of personal integrity, accountability and attention to detail
- Strong interpersonal skills and ability to work effectively in a team-oriented environment
- Commitment to respecting and safeguarding confidential information and adherence to regulatory requirements
Nice To Haves
- Experience advising companies in the Industrials & Services industries a plus
Responsibilities
- Driving transaction execution in collaboration with other deal team members
- Developing and reviewing financial models, valuation analyses, comparable company analysis and other transaction-related analyses
- Creating and presenting client-facing materials, including Confidential Information Presentations, management presentations, and marketing pitches
- Helping plan and execute live engagements, including due diligence, process management and coordination with clients and other counterparties
- Conducting company, industry, buyer/investor and market research
- Training, mentoring and developing analysts
- Building relationships and maintaining direct contact with current and prospective clients
Benefits
- For benefits information, please visit: https://www.stephens.com/careers/benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
