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Description
About Company A boutique firm offering investment research and valuation services, delivering tailored insights, in-depth analysis, and accurate models to support informed decisions for private equity, institutional investors, and other financial clients. Job Description Deal Execution and Client Management • Lead the execution of M&A, valuations, debt issuance, and other investment banking transactions from start to finish. • Prepare and oversee the development of IM and Teasers. Be responsible for drafting valuation report, information memorandum and review of financial models. • Help craft and deliver compelling client pitches and marketing materials for client presentations. • Coordinate with legal, accounting, and other third-party advisors with the set-up of due diligence data rooms. • Serve as a primary point of contact for relationship banker and execution team. Team Leadership and Mentorship • Manage, coach, and mentor Associates and Analysts on transaction execution and professional development. • Review and provide feedback on financial models, pitch books, IM, valuations reports and presentations. Requirements: • Master’s degree in finance, Economics, Business Administration, or a related field (Master’s degree preferred) • 8-12 years of experience working with investment banking or private equity • Strong writing skills to develop strong investor presentations and valuation reports • Deep understanding of financial modeling, valuation methods, and transaction structuring. • Strong analytical, problem-solving, and decision-making skills. • Excellent communication and interpersonal abilities. • Ability to manage multiple priorities in a fast-paced environment. • Leadership experience with a demonstrated ability to manage and develop junior team members • Proficiency in Microsoft Word, Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Capital IQ) Show more Show less
