Overview of Role
This role will be for the Business Services team in New York providing M&A and strategic advisory services in North America as well as assisting other colleagues globally on international / cross-border projects. The New York office focuses on Mergers & Acquisitions, Restructuring and Debt and Equity Capital Markets advisory work across a number of industries. It plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world.
Responsibilities
- Execute live deals in and across multiple verticals and sub-industries within Business Services which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory
- Extensive private equity exposure
- Oversee and assist in financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
- Spearhead analysis of broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers and equity and debt capital market’s events
- Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
- Conduct quantitative and qualitative economic, industry and company research and analysis
- Managing analysts and overseeing various work streams
- Attend client meetings, industry conferences, and external training sessions
- Adhere to all compliance regulations and confidentiality policies
- Contribute to Rothschild & Co’s unique firm culture, and recruiting, training and development efforts
Education and Qualifications
- Bachelor’s Degree
- MBA or equivalent graduate degree in Finance with prior experience, preferred
Experience, Skills and Competencies Preferred
- Prior M&A experience at an advisory firm or investment bank required
- Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis
- Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies
- Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
- Experience leading client presentations, managing projects and the execution of transactions
- Ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
- Knowledge of the relevant financial and regulatory environments that surrounds M&A
- Advanced Microsoft Office skills (Word, PowerPoint and Excel)
Expected base salary rates for this role in our New York Office will be between $175,000 and $200,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.
