Investment Banking Associate

Investment Banking Associate I/II, Leveraged Finance

Location: New York, NY

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We are seeking a Leveraged Finance Associate I/II to join our Investment Banking team in New York. The Associate will play a significant role in the origination and execution of debt financing transactions, working closely with senior bankers, corporate clients, and private equity sponsors.

This position is ideal for candidates with prior investment banking experience who are looking to take on increased transaction execution responsibilities, client exposure, and mentoring opportunities while supporting a broad range of financing activities, including leveraged buyouts, acquisitions, refinancings, recapitalizations, and other strategic transactions.

Key Responsibilities

• Execute leveraged finance transactions, including syndicated loans, high-yield bond offerings, bridge financings, acquisition financings, and recapitalizations.
• Develop and review complex financial models, including LBO, operating, debt capacity, merger, and valuation analyses.
• Conduct detailed credit analysis, financial due diligence, industry research, and capital structure assessments.
• Prepare and oversee the development of client presentations, financing materials, offering memoranda, management presentations, and internal approval documentation.
• Support senior bankers in evaluating financing alternatives and advising clients on capital structure strategy.
• Manage day-to-day transaction execution processes and coordinate with clients, legal counsel, accounting advisors, lenders, and investors.
• Participate in client meetings, lender presentations, diligence sessions, and transaction negotiations.
• Monitor market conditions, financing trends, and comparable transactions to support client advisory and business development initiatives.
• Review work product prepared by Analysts and provide mentorship and guidance to junior team members.
• Contribute to marketing efforts, pitch development, and new business opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3-5 years of relevant investment banking experience, preferably within Leveraged Finance, Debt Capital Markets, Financial Sponsors, M&A, or a related product group.
• Strong understanding of leveraged finance products, capital markets, credit analysis, and corporate finance fundamentals.
• Advanced financial modeling and valuation skills.
• Proven experience supporting and executing complex financing transactions.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong project management skills with the ability to handle multiple priorities in a fast-paced environment.
• Excellent analytical, written, and verbal communication skills.
• Demonstrated attention to detail and commitment to high-quality execution.
• Ability to work independently while collaborating effectively across teams and functions.

Preferred Qualifications

• Experience executing leveraged loan and/or high-yield bond transactions.
• Exposure to private equity-sponsored transactions and acquisition financings.
• Experience interacting directly with clients, lenders, and institutional investors. xhqgsiq
• Prior experience mentoring or overseeing Analysts.