Investment Banking Associate jobs in United States
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Plante Moran · 5 months ago

Investment Banking Associate

Plante Moran is a leading investment bank providing merger and acquisition services through PMCF Advisors. The Investment Banking Associate will focus on data analysis and oversee the accuracy of analyst duties while developing analytical components for M&A transactions.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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Growth Opportunities
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Responsibilities

Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
Developing various analytical and data-driven components for the development of M&A transactions
Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
Participation in strategic discussions surrounding the transaction

Qualification

Investment BankingFinancial ModelingData AnalysisM&A TransactionsResearch MethodologySupervisory SkillsCommunication Skills

Required

Bachelor's degree in accounting or finance, MBS preferred but not required
At least 3 years work experience in investment banking or transactional related field is required
Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity

Benefits

Health, dental, vision, disability and life insurance
Flexible Time Off
Various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging and meal reimbursement for business-related use
A Pension plan is also available for eligible administrative and paraprofessional staff
A discretionary bonus plan is available for eligible staff

Company

Plante Moran

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Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Gordon Krater
Retired Partner
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Steve Schenbeck
Partner
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