Investment Banking Business Services Jr. Associate

Company: Illinois CPA Society
Location: New York
Posted on: November 13, 2024

Job Description:

This client is one of the top middle market investment banks across the street and is looking for a highly motivated junior, recently promoted from an analyst, associate to join their business services team in New York. This is a globally recognized for providing innovative solutions and superior financial advice to our clients. On this team, the junior associate will have the chance to work with industry leaders in the space, develop your skill-set, and work on live deals. Responsibilities:

• Assist in the preparation of financial models, presentations, and pitch materials for client meetings and transactions
• Conduct industry and company research to support deal execution and business development efforts
• Collaborate with senior team members to analyze financial statements, valuation metrics, and market trends
• Manage and maintain databases and internal systems to track client interactions and deal progress.
• Coordinate with various stakeholders across different departments to ensure smooth execution of transactions and projects
• Contribute to the development of marketing materials and proposals for potential clients
• Stay abreast of industry developments and regulatory changes to support the team in providing strategic advice to clients Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • 3 years as an Investment Banking Analyst- with experience working on live deals
  • Strong proficiency in Microsoft Excel, PowerPoint, and financial modeling techniques
  • Excellent analytical and quantitative skills with a keen attention to detail
  • Effective communication and interpersonal skills, with the ability to work collaboratively in a team-oriented environment
  • Proactive attitude and willingness to take on new challenges and responsibilities
  • Ability to thrive in a fast-paced, deadline-driven environment while managing multiple tasks simultaneously
  • Series 7 and 63 licenses
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Keywords: Illinois CPA Society, Clifton , Investment Banking Business Services Jr. Associate, Accounting, Auditing , New York, New Jersey