Investment Banking M&A Associate

job responsibilities

• support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials
• assist in active merger & acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement
• marketing outreach efforts including some cold calling and email marketing
• assist with managing deal pipeline
• support various compliance and control initiatives across the organization

• prior m&a experience required
• strong attention to detail
• advanced skills in microsoft office (especially power point and excel)
• ability to work in a fast-paced, ever changing, and challenging environment
• self-motivated and proactive
• excellent communications skills (written / verbal)
• collaborative team player
• must have a positive can do attitude and strong work ethic
• strong client management and analytical skills

• sie, series 79 and series 63 preferred

• bachelor's degree in finance or accounting preferred, but not required
• m&a or transaction advisory services internships and related experience strongly preferred
• this is an in-office position in our headquarters office in tysons corner, va! Please don't apply if it's not geographically possible for in-office work.

• health, dental, and vision insurance
• flexible spending account (fsa)
• 401(k) retirement plan
• paid time off (pto) and holidays
• flexible work environment