Overview of Role
Rothschild & Co’s NY based Technology Group is looking for an experienced Associate to work closely with a team of professionals to deliver quality advisory services to a range of clients across the Technology sector. The associate will have the opportunity to support a broad range of corporate finance transactions with a focus on Mergers & Acquisitions (“M&A”) and will play a crucial role supporting the office’s continued growth. In addition to providing M&A and strategic advisory services in North America the position also involves assisting other colleagues globally on international / cross-border projects. The Technology Group plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world.
Responsibilities
- Execute live deals which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs and other corporate finance situations
- Perform detailed financial analysis and valuation, including three-statement operating models, leveraged buyout, accretion / dilution, discounted cash flow, public comparables, and precedent transactions analyses
- Conduct extensive quantitative and qualitative economic, industry and company research and analysis
- Spearhead transaction execution processes, from preparing marketing materials to conducting due diligence to writing investment committee memoranda through coordination with internal and external resources
- Coordinate and execute due diligence process with external advisors, including lawyers, accountants, and consultants and perform detailed quantitative and qualitative industry and company research / analysis
- Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
- Attend client meetings, industry conferences, and external training sessions
- Adhere to all compliance regulations and confidentiality policies
Education and Qualifications
- Bachelor’s Degree in finance (or similar) from a leading academic institution
Experience, Skills and Competencies Required
- The ideal candidate will likely have at least three years of professional work experience, including prior experience within a top tier corporate finance adviser/investment bank
- Exceptional analytical, quantitative and communication skills
- Experience analyzing financial statements and related data to assess historical financial performance and future outlook for client companies and prospects
- Strong financial modeling skills required; ability to build detailed, fully-integrated financial models and financial projections and analyze the impact of proposed transaction options on the capital structure and cash flows
- Well organized, detailed and ability to work within tight time frames
- Team player with the capability of working in cross-border deal teams
- Strong level of creativity and intellectual curiosity
