Investment Banking Associate
Position Overview
We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our client in Houston, Texas. The ideal candidate will bring 2-4 years of investment banking experience and a strong foundation in financial modeling, transaction execution, and client engagement. This role offers exposure to a broad range of industries and deal types, including M&A advisory, equity offerings, and debt financings.
Our Client
Our client is an established boutique Investment Bank with over 25 years of experience advising on mergers & acquisitions, capital raising, and corporate development. They combine the personalized service of a boutique firm with the global reach necessary to navigate today's complex financial markets.
Key Responsibilities
- Lead and support the execution of M&A, equity, and debt transactions from pitch to close.
- Develop and maintain complex financial models, valuation analyses, and transaction materials.
- Conduct industry and company research to support deal origination and execution.
- Prepare client presentations, offering memoranda, and management presentations.
- Coordinate due diligence processes and interact with clients, legal advisors, and other stakeholders.
- Mentor and manage Analysts, providing guidance on deliverables and professional development.
Qualifications
- 2-4 years of experience in investment banking, preferably with exposure to M&A, ECM, and DCM.
- Strong technical skills in financial modeling, valuation (DCF, LBO, precedent transactions, comps), and Excel.
- Excellent written and verbal communication skills.
- Proven ability to manage multiple projects and deadlines in a fast-paced environment.
- Bachelor's degree in Finance, Economics, or a related field; MBA or other advanced degrees a plus.
- Series 79 and 63 licenses (or willingness to obtain).
To learn more about this opportunity, please apply today!
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