Investment Banking Associate - Capital Advisory
Overview
Our client is a boutique financial advisory firm specializing in complex mergers and acquisitions, capital markets, and ESOP transactions. They focus on creating value, liquidity, and strategic planning for middle-market, family- and founder-owned businesses. The firm also manages an investment fund to support their clients and structured transactions. Formed by a partnership of former clients and professionals, the firm combines sell- and buy-side expertise to offer a comprehensive advisory and investment model.
Job Description
The team plays a crucial role in the success of client projects by providing strategic input and overseeing process execution. The firm seeks highly curious, self-motivated, and collaborative leaders to join their entrepreneurial and growing enterprise.
Key Responsibilities:
- Act as the primary project manager, providing leadership to both junior and senior team members.
- Analyze and explain historical and projected financial information for clients.
- Conduct due diligence, financial modeling, and process execution for various transaction types, including ESOPs, M&A transactions, and capital market transactions.
- Perform and review in-depth company valuations using multiple financial methodologies.
- Work in a fast-paced environment with competing demands and meet project deadlines.
- Collaborate with senior team members and report directly to them.
- Prepare and review presentations for boards, confidential information, management, and other purposes.
- Develop complex cash flow models incorporating leverage transactions, ESOPs, and tax strategies.
- Build relationships and provide mentorship to junior team members.
- Support senior team members in business development efforts.
- Establish and maintain relationships with senior management-level client representatives.
- Utilize an entrepreneurial mindset to drive successful outcomes for the firm and its clients.
- Perform other duties as required to support the firm's growth.
Qualifications:
- Strong commitment to the firm's vision, values, and market positioning.
- Critical thinking skills to navigate complex structures and develop innovative financial analyses and presentations.
- Desire to build a leading financial services platform and a distinguished career.
- Ties to the Minneapolis-St. Paul community and willingness to work from the North Loop office.
- Excellent communication skills, with a focus on project management, financial analysis, and client relations.
- Strong knowledge of investment banking, accounting, tax, and finance.
- Ability to travel as needed.
- Capability to manage multiple projects simultaneously.
- Positive attitude, high performance standards, and attention to detail.
- Self-motivated and willing to work long hours to meet project demands.
- 3+ years of experience in investment banking, leveraged lending, or private equity, with exposure to ESOPs being a plus.
- Undergraduate degree in accounting, finance, economics, or a related field with a 3.5+ GPA.
Salary Range
The firm offers significant advancement opportunities and competitive compensation, including potential equity incentives and other benefits. The base salary ranges from $125,000 to $175,000 annually, with potential for higher compensation for senior associates. The firm also offers a competitive bonus program, health, dental, vision, and other benefits.
FAQs
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