Associate - Investment Banking

B. Riley Financial, Inc.

$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in restructuring or distressed investment banking, consulting, or professional services; or an advanced degree with additional years of experience.
  • Proven ability to deliver high-value work tailored to client needs.
  • Experience in supervising or mentoring other team members is preferred.
  • Strong financial analysis and modeling expertise with a solid grasp of financial statements.
  • Ability to work independently in a fast-paced environment with a high-energy approach.
  • Exceptional written and verbal communication skills, with an emphasis on clear and impactful client presentations.
  • Advanced proficiency in Excel and PowerPoint.

Responsibilities

  • Support client engagement teams by providing analytical insights and financial modeling.
  • Deliver comprehensive financial analyses to aid client decision-making processes.
  • Prepare well-structured reports and presentations that effectively communicate findings.
  • Manage data efficiently to ensure accuracy in financial models and analyses.
  • Collaborate with team members and supervise less experienced staff when necessary.
  • Adapt communication styles to various audiences to enhance client relationships.

Benefits

  • Opportunity for travel to engage directly with clients.
  • Work in a dynamic and fast-paced team environment that fosters growth and development.
  • Gain exposure to high-stakes financial projects and clients.
  • Potential for mentorship and professional development within the firm.
  • Strong emphasis on work-life balance and flexibility in work arrangements.
Full Job Description
Associate - Investment Banking

New York, NY

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 relevant restructuring/distressed experience at a professional services firm, consulting firm, or investment banking; or an advanced degree with several years of additional experience.
• 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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