Associate - Investment Banking

B. Riley Financial, Inc.

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of relevant experience in professional, consulting, or investment banking environments.
  • Proven ability to deliver high-quality work that meets client needs.
  • Preferred experience in supervising and guiding junior professionals.
  • Strong skills in financial analysis and modeling with a sound understanding of financial statements.
  • Ability to work independently in a fast-paced environment, demonstrating high energy and adaptability.
  • Excellent writing and communication skills for creating clear and impactful presentations.
  • Proficiency in Excel and PowerPoint, with advanced capabilities in both.

Responsibilities

  • Support client engagement teams by conducting financial analysis and modeling.
  • Prepare and present well-structured reports that effectively communicate findings to clients.
  • Supervise and mentor junior team members to enhance their skills and performance.
  • Engage in client communications, delivering insights with clarity and confidence.
  • Manage data for client projects, ensuring accuracy and relevance in financial modeling and analysis.

Benefits

  • Opportunity for professional development and growth within a highly respected firm.
  • Access to a dynamic team environment that fosters creativity and innovation.
  • Engagement with high-profile clients and projects, enhancing industry exposure.
  • Participation in travel opportunities related to client engagements.
Full Job Description
Associate - Investment Banking

Arlington, VA

Job Description and Requirements

The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required.

Skills & Requirements

Required Skills and Competencies
• Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking.
• Track record of consistently delivering high-value work to meet client's needs.
• Experience supervising other professionals is preferred.
• Strong financial analysis and modeling skills. Strong understanding of financial statements.
• Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
• Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
• Advanced knowledge of Excel and PowerPoint.
• Exceptional customer service and interpersonal skills.
• An undergraduate degree from a top academic institution and a strong GPA required.
• Advanced degree(s) and applicable professional certification(s) are preferred.

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