Stephens Inc

Investment Banking Associate / Vice President - Specialty Distribution & Business Services

Stephens Inc$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of investment banking experience or MBA with 1+ year
  • Experience in advising clients within industrials; Specialty Distribution/Business Services preferred
  • Strong analytical and financial modeling abilities
  • High energy with interpersonal and finance skills
  • Proven ability to work under pressure and meet deadlines
  • Commitment to confidentiality and regulatory compliance
  • Exceptional attention to detail and work quality

Responsibilities

  • Play a key role in transaction execution
  • Develop and oversee detailed financial analyses and models
  • Perform extensive valuation and pricing analyses
  • Create Confidential Information Presentations and marketing material
  • Plan and execute live engagements
  • Coordinate business due diligence processes
  • Help in creation and execution of business development plans
  • Train and develop analysts and associates
  • Build and maintain relationships with clients

Benefits

  • Comprehensive health, dental, and vision insurance
  • Retirement savings plan with company match
  • Generous paid vacation and holidays
  • Continuing education opportunities
  • Flexible work arrangements
Full Job Description
SUMMARY

Title: Investment Banking Associate / Vice President

Group: Specialty Distribution & Business Services

Location: Atlanta, GA

SPECIALTY DISTRIBUTION & BUSINESS SERVICES

Our Specialty Distribution & Business Services groups have a long-tenured team of experts who bring sector and execution expertise to middle market founder-owned and institutionally backed businesses. Our senior bankers have strong relationships across a variety of distribution and services sectors, with sub-sector areas of focus including engineered products, industrial supplies and equipment, automotive aftermarket, commercial and residential services, professional services and other tech-enabled services. We have extensive experience conducting successful M&A transactions on both the buy side and sell side, as well as equity and debt capital raises.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Associates & Vice Presidents hold a range of responsibilities that can include mentoring analysts, executing transactions, supporting business development, and maintaining client relationships. Key tasks include:

  • Playing a key role in the transaction execution process
  • Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
  • Performing extensive valuation and pricing analyses
  • Creating Confidential Information Presentations, management presentations, marketing pitches and other presentations
  • Helping plan and execute live engagements
  • Coordinating and performing business due diligence
  • Creation and execution of business development and marketing plans in coordination with Senior Bankers.
  • Performing industry research and comparable company analysis
  • Training and developing analysts and associates (as applicable)
  • Recruit, educate, and train Investment Banking Analysts and Associates (as applicable)
  • Building relationships and maintaining direct contact with current and prospective clients
  • Performing other tasks as assigned by management


QUALIFICATIONS

  • 3+ years of investment banking or an MBA with 1+ years of investment banking experience
  • Experience advising clients in the broader industrials space; experience with Specialty Distribution and/or Business Services is preferred
  • Excellent analytical and modeling skills
  • High energy with strong interpersonal, accounting and finance skills
  • Ability to perform under pressure and tight deadlines
  • Strong commitment to respecting and safeguarding confidential information;
  • Commitment to working hard
  • Extraordinary focus on work quality and attention to detail
  • Adherence to regulatory requirements
  • Excellent written and verbal communication skills
  • Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
  • Strong client management skills
  • Demonstrated ability to work well in a team environment


For benefits information, please visit: https://www.stephens.com/careers/benefits

About Stephens Inc

Stephens Inc is a privately held financial services firm that provides investment banking, wealth management, and asset management services to individuals, corporations, and municipalities. The company was founded in 1933 and is headquartered in Little Rock, Arkansas. Stephens Inc has over 1,000 employees and operates in 30 locations across the United States. The firm has a strong reputation for its expertise in the healthcare, technology, and energy sectors. Stephens Inc is committed to giving back to the community and supports a variety of charitable organizations.
Learn more about Stephens Inc
Size
2,900 employees
Industry

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