What are the responsibilities and job description for the Associate position at Dinan & Company, LLC?
Dinan Capital Advisors (DCA), a middle-market investment bank, is seeking to hire an investment banking Associate at our Phoenix headquarters. DCA offers the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Associates work on small deal teams and interface directly with senior-level bankers.
Responsibilities include:
- Extensive financial modeling
- Preparing presentations for new business development
- Industry research
- Confidential Information Memorandum preparation
- Management presentations
- Data room management
- Perform financial analyses on client companies, including comparable transaction and public company analysis
- Research and develop potential buyer, investor, and other target lists
- Manage transaction logistics, including: Update web-based deal and contact management systems, develop weekly client status reports, presentation binding, etc.
Desired Skills and Experience:
- Strong accounting and financial statement analysis skills
- Strong written and verbal communication skills
- Advanced Microsoft Office skills, including Excel, Power BI, PowerPoint and Word
- Familiarity with Capital IQ and Salesforce preferred
- Ability to prioritize tasks, work on multiple engagements in a fast paced, dynamic environment
- Series 79 and 63 licenses preferred
- Ability to travel as needed
Associate:
- Minimum of three years investment banking, public accounting, or other deep financial modeling experience or two years investment banking experience plus an MBA with a finance concentration
- Bachelor’s degree (technical discipline preferred)
Competitive compensation package and benefits in a comfortable work environment with a good work-life balance.