Associate, Mergers & Acquisitions

Duff & Phellps, LLC   •  

Los Angeles, CA

Industry: Financial Services


Less than 5 years

Posted 485 days ago

This job is no longer available.

Responsibilities: Associates will act asbanking generalists, working as a part of our globalinvestmentbanking team on a variety of engagements focused inindustrials. Individuals will be assigned a wide variety of projects and given as much responsibility as theirexperienceand capabilities permit.

  • Working directly with client senior management teams, board members and stakeholders throughout all phases of transaction advisory and execution, in both healthy and distressed situations
  • Preparing financial models and analytical support for merger & acquisitions, restructuring & special situations, and transaction opinion deal teams
  • Drafting situation analyses, pitch materials, information memoranda, investor presentations and term sheets
  • Performing company, industry, market and competitor research and due diligence
  • Contributing to the development and communication of proposals and advice to current and prospective clients
  • Ensuring quality of client deliverables by having strong attention to detail
  • Mentoring and developing junior staff


  • MBA with a minimum of 1 year prior experience in investment banking OR Minimum of 4 years’ experience at bulge bracket or reputable boutique or regional investment bank with demonstrable M&A execution experience
  • Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
  • A critical thinker who can quickly evaluate and analyze companies and financial information
  • Excellent analytical and quantitative skills, as well as strong writing and communication skills
  • Strong working knowledge of Excel, Word and PowerPoint
  • High level of attention to detail
  • Ability to work effectively with senior professionals in an engagement team
  • Ability to master new tasks quickly
  • Demonstrated commitment to obtaining outstanding results
  • Ability and willingness to work long hours and on weekends
  • FINRA Series 79 & 63 certification (either current or able to obtain)

Job ID 17000782