Investment Banking Associate(s) in the Bay Area

Posted by Steve Flynn on 11/7/17 6:44 AM

Our client is seeking two Associates. One Associate is for the Technology team and a second Associate is for the Telecommunications group. Our client is seeking candidates with two years of experience at the Analyst level and two plus years of experience at the Associate level. If you are interested in learning more about this opportunity, please visit job #261 on our careers website.

There are a few characteristics common to our client’s culture that are fundamental to success at the firm.

•   Think like owners 

•   Commit to relationships over transactions 

•   Bring a positive attitude 

•   Care about the entire team 

•   Be conscientious, committed and creative 

•   Engage in timely feedback across all levels of the firm.  The Associate role at our client is a critical driver of deal execution, primarily responsible for ensuring that the needs of the firm’s clients are fully satisfied in both the content and quality of their engagements.  Our client looks to Associates as essential members of the deal execution team who leverage the firm’s resources responsibly, partner effectively with Managing Directors and Vice Presidents, and successfully demonstrate leadership with Analysts who are assigned to their deals.  Our client generally hires Associates with prior experience in their roles. 

Associates are successful with the following skills, competencies and characteristics:

  •   Emerging Leadership

    • Engaged in driving execution: deliver for clients in a manner that is consistent with our client's values
    • Develop and create pitches and presentations: primarily accountable for timely, accurate, and compelling materials 

    • Direct Analysts: responsible for the timeliness, quality and accuracy of their work product; lead by example with Analysts and is a fair and effective manager 

    • Engaged participant in industry and client events: develop role as presenter and lead in some aspects of client interaction and support 

    • Engaged in feedback: solicit feedback from senior team members and provide it effectively to others in the organization, particularly Analysts
    • Team focus: all members of the deal team support their colleagues in their work – pitching in to get the job done is an essential trait
  • Responsibilities 

    • Industry expertise: guide research on companies and industry trends, conducting it themselves when necessary to meet deadlines or needs of senior bankers 

    • Deal timelines: ensure deadlines are met and keep deal teams focused on deliverables 

    • Manage upwards: successful and clear communication with senior bankers regarding expectations and timelines
    • Drives production of key pitch and deal deliverables
    • Pitchbooks
o CIMs
o Models
o OrgBooks
o Management Presentations o Due diligenc eanalysis
    • Other materials as needed
    • Accurately and consistently record information in Salesforce 

    • Primary trainers: review Analyst work and contribute to their professional development 

    • Critical thinking around processes: consistently seek more efficient ways to execute effectively and with excellence
  • Expectations

    • Capacity to develop viewpoints and agendas for presentations and pitches 

    • Ability to present sections of pitches with confidence and clarity 

    • Confident and competent to lead calls when needed 

    • Familiar with the firm’s practice groups and capable of articulating their focus and strategies 

    • Understand the key sections of a purchase agreement, how they are related, and the common negotiating points
    • Understand the interests and investment criteria of middle-market private equity firms 

    • Act as a key point of contact to clients during the deal process 

    • Anticipate the next steps in a transaction and be pro-active 

    • Strong capacity to juggle multiple assignments 

Preferred Degrees
Bachelor of Science, 
Bachelor of Arts

Preferred Certifications
Not Applicable

Preferred Work Status
U.S. Citizen, 
U.S. Permanent Resident (Green Card Holder)

Willingness to Travel

Carried Interest

Stock Options

If you are interested in learning more about this opportunity or applying to the position, please visit job #261 on our careers website.

Apply: Investment Banking Associate Opportunity

Tags: Careers