Merchant Banking Associate

Piper Sandler Companies

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

Qualifications

  • Minimum two years of Investment Banking or buy-side experience
  • Strong work ethic and ability to multi-task
  • Detail-oriented with analytical skills
  • Strong verbal and written communication skills
  • Experience in financial modeling or formal training
  • Positive attitude contributing to team culture
  • Bachelor's degree required

Responsibilities

  • Create and iterate complex financial models
  • Conduct financial valuations and create return models
  • Evaluate and conduct due diligence on potential investments
  • Prepare investment memoranda and quarterly valuation reports
  • Draft quarterly and annual reports for limited partners
  • Maintain deal pipeline and transaction records

Benefits

  • Commitment to employee emotional and physical well-being
  • Collaborative and fast-paced work environment
  • Opportunity to work closely with senior partners
  • Involvement in all facets of the private equity process
  • Culture of a close-knit team
Full Job Description
Job Description:

We are currently looking for an experienced Associate/Analyst to join the Piper Sandler Merchant Banking ("PSMB") team in Minneapolis, MN. PSMB is a growth equity investor currently investing out of its fourth fund. PSMB strives to help businesses grow and succeed by leveraging our firm's knowledge, experience and relationships.

The Associate/Analyst can expect to work closely with the partners in Merchant Banking to make a real impact through involvement in all facets of the private equity process. Duties may include:
  • Creating and iterating complex financial models
  • Conducting financial valuations and creating return models for potential new investments
  • Working with senior members of the Merchant Banking team to evaluate and conduct due diligence on potential new investments
  • Preparing investment memoranda
  • Preparing quarterly valuation reports
  • Preparing quarterly and annual reports for our limited partners
  • Maintaining the Merchant Banking deal pipeline and transaction records


Our environment is collaborative, demanding, fast-paced and entrepreneurial. Our portfolio companies are extraordinarily dynamic and our people have what it takes to excel.

A successful candidate will possess the following characteristics:

  • Minimum two years of Investment Banking, buy-side or related financial experience
  • Strong work ethic, with an ability to work in a fast-paced environment, multi-task and learn quickly
  • Detail-oriented and analytical mindset
  • Strong verbal and written communication skills
  • Previous experience with financial modeling or formal training
  • Positive attitude with a desire to work with and contribute to the culture of a close-knit team
  • Bachelor's degree


Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.

The anticipated starting salary for Minneapolis-based individuals expressing interest in this position is $100,000 per year. Compensation is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

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