Investment Banking Associate
Investment Banking Associate
L5
Occupations
Financial and Investment AnalystsFinancial Risk SpecialistsFinancial Specialists, All OtherIndustries
Investment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesPortfolio Management and Investment Advice- Manage transaction execution under the direction of a Managing Director
- Play a critical role in day-to-day client interaction
- Take a leadership role in creating pitches as well as transaction-related marketing documents (e.g., confidential information memorandum, management presentations, etc.)Interact with potential buyers and investors
- Assist with all aspects of business development
- Review the work product of junior resources
- Manage and train junior staff
- Contribute to periodic newsletters and industry pieces
- Proven project management and leadership skillsStrong financial modeling skillsStrong accounting and financial statement analysis skills
- Excellent communication skills, both written and verbal
- Strong analytical and problem-solving skills
- Detail oriented
- Strong work ethic
- Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
- Advanced Microsoft Office skills, including Excel, PowerPoint and Word
- Candidate ideally possesses a Series 79 and Series 63 license
- Background Preferences:
- At least three years of relevant experience (e.g., investment banking, valuation, commercial banking, corporate development, etc.)An MBA is preferred but not necessary
Level
SeniorL5
Location
Oak Park, IL
Occupation
Financial and Investment Analysts
Industry
Investment Banking and Securities Intermediation
Posted
17 days ago
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