Associate-Diversified Industrials

Summary of Position

The Diversified Industrials Group Associate is typically involved in developing analysis for marketing investment banking services and executing transactions, and has developed the experience to function as a number two person on some financing or advisory transactions. The Associate handles some client meetings on matters related to a financing, but does not typically lead meetings involving key client personnel. The Associate has some background in structuring transactions. The Associate reports to a Senior Vice President or Managing Director.

Description of Responsibilities

• Assists senior members of group by analyzing prospective clients for potential advisory and capital raising business through the use of financial modeling. Displays creativity in dealing with assignments
• Generates respect and confidence of clients. Relates well with clients and establishes good working relationships. Is an effective representative of the firm
• Knowledgeable in one or more banking coverage and/or product areas and applies this knowledge to meet team objectives. Actively seeks to increase knowledge
• As a member of the banking team assigned to a transaction, works closely with senior team members to complete due diligence, prepare all paperwork required by the SEC and produce other written materials
• Assists with the preparation of materials for road show presentations. May attend and participate in road show presentations
• Utilizes junior team members and support staff effectively. Assists with the training and development of junior team members
• Consistently contributes to firm recruitment, development of junior personnel and projects designed to benefit the firm community

Qualifications

• Understanding of relevant financial, mathematical and accounting principles. Ability to analyze data and contribute to the definition of problems and creative solutions
• Excellent organizational, verbal and written communication skills. Ability to articulate the most substantive issues clearly and concisely
• Investment Banking experience in the Diversified Industrials sector preferred
  Proven proficiency in utilizing spreadsheets, presentation software and the Internet
• Ability to work in team atmosphere with other professionals and administrative staff
• Series 79 and 63 license
• MBA and 1-2 years experience or equivalent combination of education and experience