Job Description

The M&A Associate plays a central role in the execution of predominantly sell-side transactions for middle-market clients, typically ranging from $50M-$350M in enterprise value. This position combines financial analysis, deal process management, and direct client interaction. The Associate works closely with both junior and senior bankers to drive transactions from initial pitch through closing.

On the sell-side, Kroll works with family and founder owned businesses, private equity backed companies and subsidiaries of larger corporations to advise them through the sale process. On the buy-side, we guide clients through acquisitions and investments by helping them to structure and negotiate transactions. On capital raising, Kroll works with companies on private placements of both equity and debt. At Kroll, your work will help deliver clarity to our clients' most complex M&A challenges. Apply now to join One team, One Kroll.

Day-to-day Responsibilities:

• Analyze and present financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in M&A transactions.
• Ensure quality of client deliverables by having a strong attention to detail.
• Collaborate with, mentor and develop follow junior staff - particularly analysts.
• Conducting industry research to understand our clients' businesses and the environments they operate in.
• Identify key trends that may affect them and their respective M&A processes
• Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit.

Essential Traits:

• (i) MBA with a minimum of 1 year prior experience in investment banking or (ii) Bachelor's degree in Finance or Accounting with a minimum of 3-4 years' experience at a reputable boutique or regional investment bank with demonstrable M&A execution experience.
• Strong interest in the financial services industry.
• Ability to make effective decisions by analyzing information and considering priorities.
• Proficient in MS Office, including Excel, Word, and PowerPoint.
• Demonstrated experience with managing of day to day aspects of client relationships and projects.
• Current FINRA Series 79 & 63 certifications are required - no exceptions.
• Excellent written and verbal communication skills.
• Experience in thought leadership and idea generation that helps represent diverse communities.
• Ability to travel a minimum of 25% of the time on an regular basis.

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:

• Healthcare Coverage: Comprehensive medical, dental, and vision plans.
• Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
• Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
• Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
• Retirement Plans: 401(k) plans with company matching.

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.

In order to be considered for a position, you must formally apply via careers.kroll.com.

The current salary range for this position is $130,000 to $180,000.

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