ABOUT THE ROLE: 

TheInvestment Banking Associate II performs a wide range of complex analytical and high-level support functions.With limited supervision,applies analytical skillsto provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams.Produce high quality analysis and presentation materials. 

A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials    A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product. 

Please see below for specific responsibilities and requirements for this role.   

YOUR RESPONSIBILITIES:  

• Build and understand complex financial models. 

• Perform complex financial analysis with minimal oversight. 

• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. 

• Complete research and maintain information databases as required. 

• Work well as part of a team in a high stress environment. 

• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization. 

• Manage priorities while working on a number of high priority opportunities simultaneously. 

• Complete basic credit and corporate finance overview and analysis independently.

• Serve as support to the Managing Directors and be capable of making internal andexternal presentationsto support the efforts of the Managing Directors on the team.

• Interact with all important constituenciesin the course ofexecuting and closing loan transactions.

• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) preferred but not required. 

• 5–7 years of total relevant investment banking M&A experience, including prior Associate-level responsibilities; internal promotion candidates typically have 5–7 total years’ experience. Ideally this experience includes Environmental Services.

• Proven project leadership across multiple concurrent transactions with tight deadlines; ability to manage across senior bankers and external advisors. 

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy). 

• Advanced proficiency in Microsoft Excel and PowerPoint. 

REQUIRED SKILLS: 

• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations. 

• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates. 

• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution. 

• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation. 

• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture. 

• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ). 

SKILLS FOR SUCCESS: 

• Execution Leadership:Anticipateroadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.

• Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.

• Commercial Acumen: Support origination with idea generationand by identifyingcross-sell opportunities across the platform.

• Team Building: Develop junior talent through structured feedback, training moments, and role-modeling of best practices.

• Risk Management: Proactivelyidentifyand mitigate operational, reputational, and compliance risks.