Minimum of three years of investment banking experience, preferably in M&A.
Strong quantitative and analytical skills, particularly in valuation and financial modeling.
High proficiency in 3-statement financial analysis and accounting principles.
Significant transaction experience is essential.
Expertise in Microsoft Excel and PowerPoint is required.
Outstanding communication skills, both verbal and written.
Strong project management abilities and attention to detail.
Responsibilities
Perform valuation analysis and financial modeling for transactions.
Assist in creating proposals and presentations for clients.
Engage with corporate management teams and financial sponsors.
Execute tasks across all phases of M&A and private placements.
Lead financial, business, and market analysis, focusing on financial statement reformatting.
Manage workflow and mentor junior team members.
Conduct industry and business research.
Benefits
Opportunity for significant client exposure and relationship building.
Development of skills in valuation, business strategy, and client communication.
Potential for career advancement within a reputable firm.
Engagement in a dynamic and fast-paced work environment.
Flexibility in work hours and travel opportunities.
Full Job Description
POSITION OVERVIEW
The Associate will be responsible for leading the analytical work in support of new business development and transaction execution, as well as, assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. The Associate should expect a great deal of client exposure and will develop skill sets in the fundamentals of valuation, business strategy and client communication. Ziegler is interested in candidates located in, or who would be willing to relocate to, the Chicago market.
The Associate will be responsible for: • Perform valuation analysis and financial modeling for prospective and live transactions. • Assist in the development and production of proposals and presentations to clients and prospects. • Interact with members of corporate management teams and financial sponsors. • Execute detailed tasks involved in all phases of M&A and private placement engagements. • Serve as lead role in providing financial, business and market analysis with a special emphasis on reformatting financial statements and benchmarking key performance metrics. • Manage the workflow and provide coaching to junior team members. • Provide industry and business research. • Other responsibilities and projects as assigned. • Possessing an understanding of the firm's competition in its respective areas of expertise and can communicate what sets Ziegler apart from that competition. • Being a resounding voice of Ziegler Healthcare Investment Banking both inside and outside the firm. • Building a personal brand on Ziegler's Healthcare Investment Banking team, a person who will intuitively serve clients in an extraordinary way.
PROFESSIONAL QUALIFICATIONS
The successful candidate possesses the following qualities: • Minimum of three years of investment banking experience (ideally in an M&A role). • Strong quantitative and analytical skills including experience in valuation, financial modeling and analysis. Financial modeling skills and business strategy execution skills are a must. • High level of accounting knowledge and proficiency around 3-statement financial analysis. • Significant transaction experience. • Strong confidence in Microsoft Excel and PowerPoint capabilities. • Outstanding interpersonal, verbal and written communication skills. • Strong project management skills and attention to detail. • BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework), masters preferred. • Flexibility in working extended hours and high travel demands.
PERSONAL QUALIFICATIONS • Strong interpersonal, verbal, and written communication skills. • Solid organizational and time management skills. • Demonstrable self-starter and ability to complete and start new tasks without daily supervision. • A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic • Ability to thrive in a fast-paced environment. • Ability to learn quickly new concepts and activities. • Work independently as well as within a team. • Flexibility to travel, sometimes with little advance notice.
