What are the responsibilities and job description for the Investment Banking Associate position at Stockd Group?
Summary
Middle-Market Investment Bank & Advisory firm is looking for an Investment Banking Associate with a minimum of 2 years of investment banking experience to join their team onsite in Delray Beach, FL. The Investment Banking Associate will work across a variety of different transactions (including acquisitions, restructuring, capital structuring, valuations/opinions) involved in all stages from due diligence to financial modeling, developing marketing materials, investor outreach, client relations and closing. The firm offers a competitive compensation package, great benefits, and excellent opportunity advancement. Relocation assistance may be provided.
Main Job Responsibilities:
- Build and present complex financial analysis and modeling (valuation analysis/modeling, projections, LBO, DCF, public comparables, historical M&A transactions, etc.)
- Gathering, reviewing and analyzing due diligence materials and processes
- Drafting of client presentations, preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
- Conducting financial and other business related research
- Coordinating complex and often time-sensitive processes
- Active involvement in client facing situations
- Assistance in the execution of transactions
Experience Required:
- Active SIE, Series 79 and Series 63 licenses preferred
- Minimum of 2 years of current/recent Investment Banking experience. Middle-market experience is highly preferred!
- Bachelor’s degree in Finance, Accounting, or other closely related field. MBA/Master’s degree preferred.
- Strong experience building complex financial models in Excel and preparing business valuations
- Experience creating pitchbooks, proposals and client presentations
- Extensive experience in research, data analysis and performing in-depth due diligence
- Proficiency in Microsoft Excel and the Microsoft Office suite, including PowerPoint, Word, and Outlook required
Licensing Requirements
Post-hiring, the Analyst will be required to take and pass the Series 79 and Series 63 exams, allowing the Analyst to register with FINRA as a licensed Investment Banker. We will support the analyst with the required study materials to prepare for the exams, and the Analyst is expected to pass the exams within a reasonable period of time following the hire date.
Please note that this is not an entry-level position. At least 2 years of prior experience in investment banking or related fields is required.
We offer competitive compensation packages and opportunities for career growth within our organization. Relocation assistance may be provided.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Relocation assistance
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Investment banking: 2 years (Required)
License/Certification:
- Series 79 (Preferred)
- Series 63 (Preferred)
Ability to Commute:
- Delray Beach, FL 33445 (Required)
Ability to Relocate:
- Delray Beach, FL 33445: Relocate with an employer provided relocation package (Required)
Work Location: In person
