The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.
Participate meaningfully in all aspects of transaction development and execution
Develop and present analyses and presentations in client and prospect meetings
Identify strategic and financial buyers and sellers
Participate in M&A strategy development discussions
Draft information memoranda and management presentations
Coordinate and support due diligence
Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis
Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information
Mentor and develop staff (Analysts)
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Some travel may be required to client sites during engagements
Required education and experience
Bachelor's degree in finance, economics, or a related field
3 5 years of experience in investment banking
Preferred education and experience
Master's degree in finance, economics, or a related field
Series 7, 79, and/or 63 designations
Any FINRA licenses, CFA charters, and other industry-specific designations
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Positive work environment
Enjoy a collaborative and supportive work environment where teamwork is valued.
Attractive compensation packages
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
Comprehensive benefit package
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Investment Banking Associate • Farmington, MI, United States
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