Investment Banking Associate

JOB SUMMARY

The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.

JOB DESCRIPTION

Participate meaningfully in all aspects of transaction development and execution

Develop and present analyses and presentations in client and prospect meetings

Identify strategic and financial buyers and sellers

Participate in M&A strategy development discussions

Draft information memoranda and management presentations

Coordinate and support due diligence

Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis

Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information

Mentor and develop staff (Analysts)

Supervisory responsibilities

None

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

Must be able to lift up to 15 pounds at a time

Travel required

Some travel may be required to client sites during engagements

Required education and experience

Bachelor's degree in finance, economics, or a related field

3 – 5 years of experience in investment banking

Preferred education and experience

Master's degree in finance, economics, or a related field

Series 7, 79, and/or 63 designations

Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.