What are the responsibilities and job description for the Investment Banking Associate - Specialty Distribution & Services position at Stephens Default?
SUMMARY
Title: Investment Banking Associate
Group: Specialty Distribution & Services
Location: Atlanta
WHY STEPHENS
Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.
The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services:
- Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
- Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors.
- Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors.
We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.
SPECIALTY DISTRIBUTION & Services
Our Specialty Distribution & Services group has a long-tenured team of experts who bring operating-level knowledge and exceptional insights to the specialty distribution and services space. This enables us to offer a full range of investment banking capabilities. Our senior bankers have strong relationships with firms active in a diverse array of specific product groups such as flow control, safety, downstream energy distribution and much more. We have extensive experience conducting successful equity and debt capital raising as well as M&A transactions on both the buy side and sell side.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Specialty Distribution & Services, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include:
- Playing a key role in the transaction execution process
- Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
- Performing extensive valuation and pricing analyses
- Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations
- Helping plan and execute live engagements
- Coordinating and performing business due diligence
- Performing industry research and comparable company analysis
- Training and developing analysts
- Building relationships and maintaining direct contact with current and prospective clients
- Performing other tasks as assigned by management
QUALIFICATIONS
- 2-5 years of investment banking experience, or an MBA plus at least a year of investment banking associate experience
- Quality M&A experience required; experience in the industrials, distribution, and/or services experience preferred.
- Excellent analytical and modeling skills
- High energy with strong interpersonal, accounting and finance skills
- Ability to perform under pressure and tight deadlines
- Strong commitment to respecting and safeguarding confidential information;
- Commitment to working hard
- Extraordinary focus on work quality and attention to detail
- Adherence to regulatory requirements
- Excellent written and verbal communication skills
- Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
- Strong client management skills
- Demonstrated ability to work well in team environment
For benefits information, please visit: https://www.stephens.com/careers/benefits
