Description
The M&A Senior Associate work directly with senior level management and typically report to a Director on deal teams assigned. The Senior Associate will take the lead on deals and oversee the work produced by the Associates and Analysts. Senior Associates own process management of engagements, lead and/or participate in financial and business due diligence, serve as the Engagement Lead on client accounts, take responsibility for pre-engagement planning, execution and final deliverable development.
Responsibilities:
Manages day-to-day M&A deal execution, advising and updating senior deal team members, client management teams, transaction counterparties and other advisors
Manages information flow, leads regular client calls and meetings between the parties, consults clients and investors about documentation, manages virtual data room as well as analyzes company information
Produce impeccable deliverables such as M&A pitching materials, Confidential Investment Memorandums, Board materials and other presentation materials. Serve as quality control for deliverables from juniors and delivers the final product to the MD or Director.
Build and review M&A financial models and valuation analyses. Develop junior bankers and oversee work product to ensure quality control.
Provide leadership, mentorship and direction to Analysts
Requirements
Bachelor’s degree in a business-related field; Master’s degree with emphasis in Finance or Economics preferred
Minimum 3-6 years of M&A investment banking experience
Commercial mindset; can frame messages well to an audience; sales acumen
Ability to turn high-quality deliverables quickly and successfully, and get them out to market
Exceptional communication skills: demonstrated ability to negotiate and influence others
Must pass the SIE, Series 79 top-off and 63 exams within four months of start date
Strong Microsoft Excel skills, M&A modeling experience required
Solid organizational skills and attention to detail with a demonstrated ability to multitask
Passion for renewable energy
