- Job Title: Investment Banking Associate/Senior Associate
- Reports to: President/CEO, Director/Principal or Vice
- President Location: 5021 Ridge Road, Wadsworth, OH 44281
Job Summary:
We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our dynamic team. As an Associate, you will play a key role in executing transactions, managing client relationships, performing financial analyses, and supporting senior bankers in delivering strategic advisory services. This position requires a strong foundation in finance, excellent communication skills, and the ability to work in a fast-paced, high-pressure environment.
Key Responsibilities:
- Transaction Execution: Lead due diligence processes, create marketing materials (pitch books, CIMs), manage data rooms, and coordinate internal and external parties.
- Financial Modeling: Develop, review, and refine complex financial models including DCF, LBO, merger models, and comps analyses.
- Client Engagement: Participate in client meetings, help manage communications, and ensure timely delivery of deal-related information.
- Market Research & Analysis: Conduct industry research, competitive benchmarking, and company valuation to support pitches and transaction materials.
- Team Leadership: Mentor and train Analysts; provide quality control on models and presentations.
- Pitch Development: Collaborate with senior bankers to create and tailor strategic presentations and pitch books for prospective clients.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field; MBA, CPA or CFA a plus.
- 2–4 years of experience in investment banking or related fields (corporate finance, private equity, or management consulting).
- Strong financial modeling and analytical skills.
- Excellent verbal and written communication skills.
- High attention to detail and ability to manage multiple workstreams under tight deadlines.
- Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, PitchBook, etc.).
- Working knowledge of CRMs including ACT! and Deal Cloud.
Compensation:
- Competitive salary and benefits package based on experience and qualifications.
