Here are sample job advertisements for this type of role…
Investment Banking Associate
MCM Capital Markets Group is an investment banking subsidiary of MCM CPAs & Advisors that specializes in M&A advisory services, representing sellers and buyers of companies worldwide.
MCM’s Consulting Team is focused on providing sell-side and acquisition advisory services to private equity groups and privately held companies. MCM CPAs & Advisors has approximately
350 employees and five offices located in Kentucky, Indiana and Ohio.
Summary of Responsibilities: The Consulting Associate will assist the Director of the Capital
Markets Group and will play an integral role in the deal process from beginning to end. The
Associate will be responsible for analyzing data for each client, providing feedback and creating various financial models and technical reports for the team. The Associate will also be responsible for preparing pitch material, presenting to existing and prospective clients, along with other duties as assigned.
Essential Functions:
- Identify targets and assist in the business development of buy-side and sell-side clients
- Prepare pitch materials and valuation analysis
- Present to prospective and existing client base
- Assess and provide feedback on operational and financial issues impacting valuation and risk
- Synthesize information gathered in due diligence process into a functional operational model
- Develop financial projections and models under various operating scenarios
- Conduct and summarize industry, market and company specific research utilizing available services (Capital IQ, BVResources, Profitcents, etc.)
- Analyze and provide feedback regarding financial information relevant to the project
- Review and comment on business points of negotiation in the related legal contracts presented
- Manage relationships with existing clients to support projects as assigned
- Perform other duties as assigned
Education, Experience, and Skills:
- 7+ years M&A experience
- Bachelor’s degree in accounting, finance, economics or business management
- Working knowledge of Microsoft word, excel, outlook and power point required
- Ability to read and interpret financial statements
- Ability to develop prospect lists and cold call
- Eligible for series 63 & 79 licensing
- Excellent verbal, written, and presentation skills
- Excellent analytical, research, organizational and project management skills
Expectations:
- Must be highly organized, detail oriented and proactive
- Knowledge of capital markets
- Collaborative and cooperative, team oriented
- Take ownership of assigned processes and responsibilities
- Able to work independently
- Results focused with strong performance culture
- Work personal/professional development plan
- Must have flexibility with work schedule
- Must have demonstrated ability to network in community, grow new business and develop sales
- Must have the ability to travel as needed, predominantly within our markets
CORPORATE PROFILE
Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research.
BUSINESS UNIT
Ziegler Corporate Finance team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals and senior living, Ziegler is one of the most active M&A firms offering innovative sell-side, buy-side, recapitalization/restructuring, equity private placement and strategic partnering services.
POSITION OVERVIEW
The Investment Banking Analyst will be responsible for leading the analytical work in support of new business development and transaction execution, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Analyst should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the Nashville market.
The Analyst will be responsible for:
- Perform valuation analysis and financial modeling for prospective and live transactions;
- Assist in the development and production of proposals and presentations to clients and prospects;
- Interact with members of corporate management teams and financial sponsors;
- Execute detailed tasks involved in all phases of M&A and private placement engagements;
- Manage the workflow and provide coaching to junior team members;
- Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics;
- Provide industry and business research;
- Possessing an understanding of the firm’s competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition;
- Being a resounding voice of Ziegler Corporate Finance both inside and outside the firm;
- Building a personal brand on Ziegler’s healthcare corporate finance team, a person who will intuitively serve clients in an extraordinary way;
- Other responsibilities and projects as assigned.
PROFESSIONAL QUALIFICATIONS
The successful candidate possesses the following qualities:
- BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework) with work related experience;
- Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must;
- High level of accounting knowledge and proficiency around 3-statement financial analysis.
- Significant transaction experience;
- Strong confidence in Microsoft Excel and PowerPoint capabilities;
- Outstanding interpersonal, verbal and written communication skills;
- Strong project management skills and attention to detail;
- Flexibility in working extended hours and high travel demands.
PERSONAL QUALIFICATIONS
- Strong interpersonal, verbal, and written communication skills
- Solid organizational and time management skills
- Demonstrable self-starter and ability to complete and start new tasks without daily supervision
- A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic
- Ability to thrive in a fast-paced environment
- Ability to learn quickly new concepts and activities
- Work independently as well as within a team
- Flexibility to travel, sometimes with little advance notice
Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
We are currently seeking a Director / VP to work in Citi’s Private Funds Group in New York.
Citi’s Private Funds Group is comprised of secondary advisory, primary placement and LP interest portfolio financing.
Director / VP will focus on originating and executing private equity sponsor-led secondaries, including single-asset and multi-asset continuation funds and other private equity secondary market transactions.
Private Funds Group
Citi’s Private Funds group (“PFG”) advises private equity sponsors and private equity investors (LPs) on secondary market transactions. The group is also selectively involved in primary fundraising mandates for our private equity clients.
This role will leverage past investment banking or related private equity experience to help originate and advise on secondary transactions and engage in select capital raises.
The PFG team advises leading sponsors and institutional investors on a variety of strategic transactions across the private capital spectrum, including (i) sponsor driven fund-level advisory (i.e., continuation funds, tender offers, strip sales, preferred equity), (ii) seeded fundraise and management team spin-outs, (iii) collateralized fund obligations (“CFO”), (iv) LP interest portfolio financing and (v) sell-side advisory and liquidity for LP portfolios of private equity interests. The team advises on a broad spectrum of strategies including buyout, real estate, infrastructure/power, venture, private credit and energy.
The team leverages the broader Citi franchise to offer advisory and financing solutions financial sponsors, sovereign wealth funds, and pension plans and works in close partnership with Citi’s investment banking, capital markets and private bank platforms.
Individual Responsibilities
- Sources prospective secondary mandates from private equity sponsors
- Build investment models and prepare pitch books to present to private equity clients and institutional investors
- Project manage live transactions and maintain close dialogue with secondary investors to drive momentum
- Expand and maintain close relationships the secondary investor community
- Develop new creative ideas and solutions to sponsor needs and identify cross-product opportunities
- Collaborate cross-functionally within investment banking divisions, capital markets and private bank
Requirements
- Bachelor’s degree from an accredited college or university
- 5-10+ years of experience in a similar position or related financial services position or prior experience in private equity
- Solid understanding of the private equity market
- Strong relationships in the LP universe
- Familiarity performing financial and valuation analyses and utilizing financial services industry databases and tools
- Outstanding communication skills when presenting to clients and senior executives
- Proven ability to develop creative solutions to meet client objectives
Skills and Qualifications
- Highly motivated and ability to inherit ownership with little guidance
- Attention to detail
- Proven ability to source new mandates and investor relationships
- Strong analytical and quantitative skills
- Excellent interpersonal and communications skills
- Ability to work and navigate within a large organization