Responsibilities
- Lead day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
- Serve as a primary day-to-day contact for clients, counterparties, and transaction advisors
- Manage transaction workstreams and oversee execution timelines across active engagements
- Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
- Draft, review, and refine CIMs, management presentations, and offering materials
- Manage data room organization, due diligence trackers, and third-party advisor coordination
- Supervise and quality-check the work product of Analysts and Associates on active engagements
- Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
- Begin contributing to client relationship management and pitch processes with increasing independence
Requirements
- Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
- MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
- 4-6 years of investment banking experience, with demonstrated exposure to M&A advisory.
- Mastery of core valuation methodologies and deal process mechanics.
- Demonstrated experience leading deal workstreams and mentoring junior professionals.
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