Plante Moran

Investment Banking Associate

Plante Moran$135K — $155K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance; MBS preferred
  • Minimum of 3 years in investment banking or a related field
  • Must reside in or near Metro Detroit, Chicagoland or Denver area, or be willing to relocate

Responsibilities

  • Oversee analyst duties for accuracy, including modeling and research
  • Develop analytical components for M&A transactions
  • Conduct industry and company research for buyer lists and trends
  • Manipulate financial models for financing and cash flow analysis
  • Write sections of selling documents detailing company attributes
  • Assist in information requests, due diligence lists, and management presentations
  • Communicate with buyers, financial institutions, attorneys, and clients

Benefits

  • Health, dental, and vision insurance
  • Flexible Time Off and holidays
  • 401(k) plan
  • Business-related travel expense reimbursement
  • Pension plan for eligible staff
  • Discretionary bonus plan for eligible staff
Full Job Description
Your role.

You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.

Your work will include, but not be limited to:

  • Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
  • Developing various analytical and data-driven components for the development of M&A transactions
  • Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
  • Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
  • Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
  • Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
  • Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
  • Participation in strategic discussions surrounding the transaction.


The qualifications.

  • Bachelor's degree in accounting or finance, MBS preferred but not required
  • At least 3 years work experience in investment banking or transactional related field is required.
  • Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.


What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
  • We live and work by the Golden Rule
  • We offer a work-life balance that is generally not available with large investment banks
  • We have a promote from within mentality with opportunities for advancement

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review the position location for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00

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About Plante Moran

Plante Moran is a professional services firm that provides audit, tax, consulting, and wealth management services to businesses, individuals, and nonprofits. The firm was founded in 1924 and is headquartered in Southfield, Michigan. Plante Moran has over 3,000 professionals working in more than 20 offices throughout the United States and internationally. The firm is known for its commitment to client service and has been recognized for its quality of work and workplace culture. Plante Moran is also committed to sustainability and has implemented a number of initiatives to reduce its environmental impact.
Learn more about Plante Moran
Size
3,000 employees
Industry

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