Investment Banking Associate

KSM (Katz, Sapper & Miller) • Grand Rapids, MI

2d

About The Position

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you. Overview The Associate supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract. About Us: We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the U.S. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Responsibilities

• Coordinate the development of valuations, offering memorandums, marketing plans, strategic and financial buyer/seller contact and qualification, due diligence, client communications, and other necessary and appropriate project requirements.
• Perform industry research on a regular basis in order to stay abreast of market activity.
• Work with senior deal team members to define engagement scope, engagement strategy, and execution plan.
• Supervise and coordinate the activities of Charter analysts and interns.
• Assist with professional development of junior staff through mentoring and practice development efforts.
• Develop new business opportunities and work toward a quantified sales goal designated by Managing Directors.
• Proactively build and maintain relationship with clients, industry professionals, and prospective clients to enhance visibility of the firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees