Summary of Position
The Diversified Industrials Group Associate is typically involved in developing analysis for marketing investment banking services and executing transactions, and has developed the experience to function as a number two person on some financing or advisory transactions. The Associate handles some client meetings on matters related to a financing, but does not typically lead meetings involving key client personnel. The Associate has some background in structuring transactions. The Associate reports to a Senior Vice President or Managing Director.
Description of Responsibilities
- Assists senior members of group by analyzing prospective clients for potential advisory and capital raising business through the use of financial modeling. Displays creativity in dealing with assignments
- Generates respect and confidence of clients. Relates well with clients and establishes good working relationships. Is an effective representative of the firm
- Knowledgeable in one or more banking coverage and/or product areas and applies this knowledge to meet team objectives. Actively seeks to increase knowledge
- As a member of the banking team assigned to a transaction, works closely with senior team members to complete due diligence, prepare all paperwork required by the SEC and produce other written materials
- Assists with the preparation of materials for road show presentations. May attend and participate in road show presentations
- Utilizes junior team members and support staff effectively. Assists with the training and development of junior team members
- Consistently contributes to firm recruitment, development of junior personnel and projects designed to benefit the firm community
Qualifications
- Understanding of relevant financial, mathematical and accounting principles. Ability to analyze data and contribute to the definition of problems and creative solutions
- Excellent organizational, verbal and written communication skills. Ability to articulate the most substantive issues clearly and concisely
- Investment Banking experience in the Diversified Industrials sector preferred
Proven proficiency in utilizing spreadsheets, presentation software and the Internet - Ability to work in team atmosphere with other professionals and administrative staff
- Series 79 and 63 license
- MBA and 1-2 years experience or equivalent combination of education and experience