Associate, Mergers & Acquisitions

Duff & Phellps, LLC   •  

Los Angeles, CA

Industry: Financial Services


Less than 5 years

Posted 396 days ago

Duff & Phelps Investment Banking professionals provide advisory services in mergers and acquisitions, financings, transaction opinions and restructurings for companies worldwide. Guiding management teams and stakeholders through the transaction process, we leverage years of experience, judgment and analytical prowess to maximize value for our clients. The Associate will spend the majority of their time working on M&A projects for companies in the healthcare industry. Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.    

Join our team and together we'll power the sound decisions that enhance value — yours and ours.
Responsibilities:Associates will act asbanking generalists, working as a part of our globalinvestmentbanking team on a variety of engagements focused inhealthcare. Individuals will be assigned a wide variety of projects and given as much responsibility as theirexperience and 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)