Investment Banking Associate
Roadmap Advisors is looking for a highly motivated Investment Banking Associate to assist in all aspects of our boutique investment banking practice. The Associate will help lead all stages of the investment banking process, including client development, overseeing screening and analysis of companies, financial modeling and analysis, performing valuation analyses, leveraged buyout modeling, crafting & preparation of pitch decks, drafting investment memoranda, and conducting due diligence.
Responsibilities
- Provide end-to-end support for live and potential investment banking transactions
- Guide, teach and inspire a team of analysts and interns
- Develop proposals, presentations and publications communicated to current and prospective clients
- Create and execute against strategies for in-depth client, industry, market, and competitor research
- Work with analysts to develop sophisticated financial models and analyses, including valuations, on a wide range of public and private entities
- Act as a reliable point of contact with clients and transaction counterparties to acquire and analyze needed information
- Develop information memoranda that clearly and concisely communicates a company’s operations, financials, industry, and opportunities
- Manage deal lead pipeline, helping put together and evaluate lists of target companies for various clients
Qualifications
- Outstanding writing and communication skills, with an ability to analyze and identify weaknesses in an argument and make clear, evidence-based recommendations
- Advanced analytical & financial modeling skills, with an understanding of factors that affect companies’ financial performance
- Exemplary work ethic, with ability to learn new analytical skills quickly and initiative to pursue solutions independently, when needed
- Experience working with and leading collaborative teams
- Highly organized, extremely detail-oriented, proactive, and energetic
- Less than 10 years of total work experience, with 2-5 years of finance experience
- CFA, MBA or other masters degree is valued, but not required