Responsibilities
- Perform financial analysis, including valuations and merger consequences.
- Conduct company and industry research to support financial advisory.
- Prepare presentation and other materials for clients.
- Participate in due diligence sessions.
- Communicate and interact with finance team members.
- Conduct comprehensive and in-depth company and industry research.
- Handle several projects at once and work effectively as an individual and as part of a team.
- Execute and advise on various M&A, initial public offerings, follow-ons, mandatory convertibles and exchangeable debt offerings, spin offs/split offs, debt-for-equity exchanges, recapitalizations, and private placements.
- Develop and maintain financial models to analyze trends, including discounted cash flow, leverage buyout, cost of capital analysis, merger models, ability-to-pay, value creation, operating models, and 3- statement models.
- Perform comprehensive valuation analysis using comparable companies and precedent transactions.
- Prepare client presentation materials, internal approval memos, and marketing documents such as roadshow materials, confidential information memorandums, and rating agency presentations to execute transactions.
- Conduct research using FactSet, Capital IQ, Bloomberg, Thomson and Factiva to analyze market data and competitive dynamics.
- Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
- Bachelor's degree or equivalent in Economics, Mathematics, Finance or related: and
- 2 years of experience in the job offered or a related Finance occupation.
- Must include 2 years of experience in each of the following:
- Conducting global bank/bulge bracket investment banking transactions in the Technology sector;
- Executing and advising on various M&A transactions, convertible debt offerings, and spin offs;
- Conducting due diligence in connection with M&A, equity and debt financings, minority investments, and other investment banking transactions;
- Preparing materials for C-suite management teams, board of directors, and other client executives and participating and leading client meetings throughout deal origination and execution;
- Conducting research using Factset, BamSec, Bloomberg, and equity research to analyze market data and competitive dynamics.
