Investment Banking - Infrastructure - Associate

DC Advisory

$175K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of M&A investment banking experience, particularly with infrastructure clients.
  • Strong academic background, preferably with an undergraduate degree or MBA.
  • Proficiency in financial modeling and a solid understanding of finance.
  • Exceptional verbal and written communication skills.
  • Ability to thrive in a fast-paced, high-performance environment.
  • Proficient in Microsoft Office suite, especially Excel.
  • Licenses including SIE, Series 79, and Series 63 preferred, with an obligation to obtain within 30 days.

Responsibilities

  • Support M&A, capital raising, and advisory processes on a daily basis.
  • Create financial models and draft pitch and marketing materials.
  • Participate in client presentations effectively and professionally.
  • Train and manage Analysts, guiding their development and work quality.
  • Identify training opportunities to enhance team skills and performance.
  • Play a pivotal role in transaction teams, contributing to client success.
  • Demonstrate problem-solving and analytical capabilities to overcome challenges.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Long-term and short-term disability insurance, as well as life insurance.
  • Unique pet insurance offered.
  • Health Savings Account available.
  • Retirement plans with 401K options.
  • Pre-tax commuter benefits provided.
Full Job Description
The Role

As an Associate on the Infrastructure team, you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will leverage your investment banking knowledge and sector specific awareness while building upon your existing knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.

Position Requirements

Qualities we seek include:
  • An unwavering commitment to excellence and a high degree of maturity
  • A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
  • An outstanding academic record (undergraduate and or MBA)
  • The ability to work as part of a team in an environment that demands excellence, time and energy
  • Personal integrity, initiative and leadership qualities
  • Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
  • Strong multi-tasking and time management skills
  • Highly proficient with Microsoft Office suite
  • At least 3-5 years investment banking (M&A) work experience supporting infrastructure related clients
  • SIE, Series 79, Series 63 (preferred and must be taken within 30 days of start date)

Compensation & Benefits:
  • Salary Range: $175,000 - $225,000 + annual discretionary bonus
  • Medical / Dental / Vision Insurance
  • Long Term Disability, Short Term Disability, Life Insurance
  • Pet Insurance
  • Health Savings Account
  • Retirement Plans (401K)
  • Pre-Tax Commuter Benefits


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