Investment Banking Associate I or II

ABOUT THE ROLE:  

The Investment Banking Associate I performs a wide range of complex analytical and high-level support functions. With limited supervision, apply analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams.  Produce high quality analysis and presentation materials. Provide management and oversight of Analyst pool to ensure the production of a high quality work product. 

YOUR RESPONSIBILITIES:  

• Build and understand complex financial models. 

• Perform complex financial analysis with minimal oversight. 

• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. 

• Complete research and maintain information databases as required. 

• Work well as part of a team in a high stress environment and under tight deadlines 

• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization. 

• Manage priorities while working on a number of high priority opportunities simultaneously. 

• Complete credit and corporate finance overview and analysis independently. 

• Serve as support to the Managing Directors and be capable of making internal and external  presentations to support the efforts of the Managing Directors on the team. 

• Interact with all important constituencies in the course of executing and closing loan transactions. 

• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams. 

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. 

MINIMUM REQUIREMENTS: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. 

• 3–5 years of experience in Investment Banking M&A.

• MBA typical but not required based on prior experience. 

• Proven track record of contributing to the origination and closing of complex financial transactions as part of a team. 

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to obtain within company policy). 

• Strong proficiency in Microsoft Excel and PowerPoint. 

REQUIRED SKILLS: 

• Strong credit underwriting skills and sound corporate finance judgment. 

• Excellent presentation and communication skills (written and oral) with client-ready executive presence. 

• Project management capability: prioritize competing deliverables, manage work plans, and coordinate across internal and external stakeholders in a high-pressure environment. 

• Developing expertise in one or more industries; familiarity with market trends and key drivers. 

• High attention to detail and strong organizational capabilities; ability to work independently and collaboratively within deal teams. 

• Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ). 

• Please refer to the “Skills for Success” section to learn how to stand out as an applicant. 

SKILLS FOR SUCCESS: 

• Workstream Leadership: Plan, sequence, and drive workstreams to on-time, high-quality outcomes. 

• Quality Control: Establish rigorous review checkpoints to reduce errors and rework across models and materials. 

• Sector Insight: Build differentiated points of view on industry trends to support origination and client dialogue. 

• Team Development: Coach Analysts through feedback, templates, and modeling/presentation best practices. 

• Risk & Compliance Mindset: Anticipate and surface issues early; adhere to policies, procedures, and information barriers. 

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you​.