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Investment Banking Associate

Cascade Partners
Southfield, MI Full Time
POSTED ON 11/27/2024 CLOSED ON 12/27/2024

What are the responsibilities and job description for the Investment Banking Associate position at Cascade Partners?

Located in our Southfield, Michigan office, the Associate will dive into a range of exciting transaction work. You'll develop and refine complex financial models, conduct thorough general and technical research, and craft compelling offering and investment memoranda. Your role will also include performing detailed analyses, executing due diligence, and supporting all facets of Cascade's investment banking operations.


As an Associate, you'll take the lead on specific transaction components, guiding and mentoring the Analyst team to ensure smooth workflow completion. You'll collaborate closely with Cascade's Managing Directors, Directors, and Vice Presidents, gaining valuable insights and expertise while sharing your perspectives. Moreover, this role offers the unique opportunity to interact directly with senior-level executives at client companies, providing you with unparalleled exposure and experience in the industry.


Attributes & Skills 

·        Motivated self-starter and team player

·        Demonstrated technical and analytical skills with strong financial modeling skills

·        Extensive research and analytical capabilities

·        Advanced skills in Microsoft Excel, Word, and PowerPoint

·        Strong written and oral communication skills

·        Solid writing and presentation skills

·        Excellent people skills and ability to function in an entrepreneurial atmosphere with limited supervision

·        Capable of defining & meeting priorities, working through conflicts and identifying creative solutions

·        Strong follow-up, time management skills and a superior work ethic

·        Excellent organization skills and ability to manage varying deadlines

·        Active role model for their team


Focus on Skills Mastery

·     Responsible for junior teamwork and developing skills of analysts

·     Driving the deliverables and staying ahead of expectations

·     Delivering the deliverables with quality and productivity


Education & Experience

Undergraduate degree required/ MBA is a strong advantage

Minimum 1-2 years of investment banking experience including valuations, transaction services or private equity


Compensation

Position’s compensation commensurate with experience and will be eligible to participate in Cascade's incentive compensation/bonus program. Benefit package includes health care, dental, vision, life insurance, short- & long-term disability, FSA, HSA and 401K.


To apply, please e-mail your resume and cover letter to careers@cascade-partners.com


Firm Overview:

Cascade Partners is a boutique investment banking and private investment firm with offices in Southfield and Grand Rapids, Michigan, and Cleveland, Ohio. We serve businesses nationwide and internationally, focusing on the Midwest. Our team’s expertise spans mergers and acquisitions, divestitures, restructuring, performance improvement and financing across various industries, including healthcare, industrials, business services, value-added distribution, consumer products, retail, and IT.


At Cascade Partners, our culture is rooted in shared values, trust, and a genuine passion for helping people. These core principles inform every decision we make. Our bankers understand the profound impact that transactions have on a client's company, employees, family, wealth, and personal life and are dedicated to driving long-term value for companies and creating transformative solutions that benefit people.


At Cascade Partners, we don't just offer services, we offer comprehensive support. We partner closely with our clients, providing unbiased insights into their options and the implications well before any transaction is finalized. Our guidance and resources are designed to help clients navigate the complexities of growth management, acquisitions, divestitures, financing, and other strategic initiatives, ensuring they not only achieve but exceed their long-term goals.


To learn more about Cascade Partners, visit: Cascade-Partners.com


To apply for this position, please e-mail your resume and cover letter to careers@cascade-partners.com

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