Investment Banking Associate, Financial Sponsors

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Position title: Investment Banking Associate

Department: Financial Sponsors

Location: New York, NY

The Global Investment Banking division is looking to add an Associate to the Financial Sponsors team, based in the New York office.

Primary Responsibilities:
Some responsibilities include, but are not limited to:

  •  Transaction execution, new business presentations and meetings, and other such duties.
  • Working with Analysts in development of pitch books and related client materials.
  •  Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
  • Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly.

Job Specifications:

  • Bachelor’s degree and MBA, MA or MS or equivalent with emphasis in finance/accounting.
  • Minimum of one year of investment banking experience and previous experience in the Financial Sponsors space is highly desired.
  • Solid understanding of capital markets and spreadsheet modeling.
  • Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting.
  • Highly motivated with demonstrated ability to manage conflicting priorities and requests.
  • Ability to take initiative and function independently, balanced with strong teaming skills.
  • Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization.
  • Must maintain high standards of professional and ethical conduct.
  • Series 79 & 63 licensed.

Contact: Drew Desky