Investment Banking Associate - Depositories

StephensDallas, TX, USA

30+ days ago

Job type

Full-time

Job description

SUMMARY

Title : Investment Banking Associate

Group : Depositories

Location : Dallas, TX

WHY STEPHENS

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.

The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services :

Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors.
Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors.

We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.

DEPOSITORY

Our Depository team has an exceptionally strong track record of successfully serving the M&A and capital markets needs of regional banks and thrifts, commercial finance companies, mortgage lenders, and other depository institutions. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with clients as teammates and not competitors. We truly understand the depository space, and are highly active with a wide range of private and public companies that come to us for everything from IPOs and private placements to mergers and acquisitions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Depositories, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These 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 Memorandums, management presentations, marketing pitches and other presentations

Helping plan and execute live engagements

Coordinating and performing business due diligence

Performing industry research and comparable company analysis

Training and developing analysts

Building relationships and maintaining direct contact with current and prospective clients

Performing other tasks as assigned by management

QUALIFICATIONS

2+ years of Investment Banking experience or an MBA + at least 1 year of Investment Banking Associate experience

Experience advising Banks with M&A or Capital Markets transactions is required

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 team environment