Transaction / Investment Banking Execution Associate (M&A)

The Associate will collect, analyze, summarize, and discuss clients most sensitive data - preparing clients to enter the mergers & acquisitions market. They will be responsible for pulling key attributes from financial statements, contracts, and other corporate documents. In addition, the Senior Associate will identify risks, value businesses, and set or adjust client expectations.Job Responsibilities:Support senior bankers in all aspects of M&A deal execution. This includes but is not limited to data gathering and analysis, marketing materials preparation, buyer list development, buyer outreach, data room management, and supporting all stages of diligence and transaction closingFrom time to time, support senior bankers in origination activities including pitch presentation preparation, industry analysis, buyer research, and company strategic positioning analysisDevelop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are metGather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotionPrepare and routinely update marketing materials, financial statements and business intelligence reports focusing on the company’s strengths and opportunitiesAnalyze client’s financial situation, including historical, current and expected future performance and prepare financial statementsDevelop relationships with the investment community which include private equity funds, family offices and corporate acquirors and update marketing materials with current informationEnsure the CRM system is up to date with information about each clientProvide consultative guidance on accounting, financial and valuation mattersParticipate in proactive team efforts to achieve departmental and company goalProvide leadership to others through example and sharing of knowledge/skillsComply with all policies, practices and procedures and perform other duties as assignedJob Requirements:Minimum 2-4 years of middle market investment banking experience (e.g. likely have completed your analyst years, a full analyst training program, and could be a first year associate). Preferably from the M&A or leverage finance product team or experience on an industry coverage team such as industrials, business services, consumer, or techAbility to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general publicAbility to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variablesProficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc.Ability to handle multiple tasks simultaneouslyAbility to handle a rigorous schedule of deadlinesExperienced in professional business writing preferred; including writing business plans and information memorandumsPrioritization and organization skillsProficient in financial-modeling, financial-analysis in Excel; exceptional power point presentation skillsProficiency using modern AI tools (e.g. Claude, ChatGPT, etc.)Commercial understanding and awareness of business and operations in various industries.No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodiesBachelor’s degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fieldsAbility to obtain a Florida real-estate sales associate license within 90 days of employmentAvailability for occasional travelMust be able to work full-time in the office as this is not a remote or hybrid position