Investment Banking Financial Sponsors Associate – San Francisco
About The Position
Our San Francisco office is looking for an Investment Banking Associate to join the Financial Sponsors Group. Our Financial Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital-raising, investment, and exit strategies for companies. Responsibilities include financial analysis, deal execution (M&A, debt, equity), drafting pitch books and client materials, managing junior analysts, and developing client relationships. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Requirements
- 3-5 years of experience within the investment banking industry as an Analyst and Associate, or an MBA, with a proven track record working on executed deals across M&A and various industry sectors
- Commercial instinct and ability to perform under pressure and tight deadlines
- Comfortable reading and interpreting financial statements
- Extraordinarily high level of motivation and commitment to working hard
- Strong written and verbal communication skills
- Bachelor’s degree required
- Series licensing or must obtain
Nice To Haves
- Experience in the financial sponsors industry is preferred, but not required
- an MBA, CA and/or CFA designation would be an asset
Responsibilities
- financial analysis
- deal execution (M&A, debt, equity)
- drafting pitch books and client materials
- managing junior analysts
- developing client relationships
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
