Investment Banking Associate (A2A)

Key Information

New York City

Compensation Base + Bonus: $180K+ plus Bonus

Permanent

Jason Fontanarosa

Oaklands Global is proudly supporting a leading top-tier Investment Bank in their search for a highly motivated Investment Banking Associate to join their dynamic Consumer team in New York City. This role offers an exciting opportunity for an A2A promoted Associate with a proven track record in middle market M&A transactions within the consumer space.

We are seeking candidates with demonstrated expertise in executing complex M&A deals, strong financial acumen, and a passion for the consumer sector. If you have a history of success in navigating middle-market transactions and are ready to elevate your career at one of the world's premier investment banks, this could be the ideal opportunity for you.

Key Responsibilities

  • Draft and prepare client presentations and marketing materials related to mergers, acquisitions, disposals, refinancing, and equity capital market opportunities, focusing on the consumer and retail sectors.
  • Coordinate transaction processes for capital raises and advisory engagements, ensuring smooth communication and collaboration between internal teams and external partners.
  • Support senior bankers in identifying and sourcing acquisition targets within the consumer and retail space; assist in drafting Letters of Intent (LOIs) with potential targets.
  • Conduct comprehensive valuation analyses, due diligence, and financial modeling to assess and price transactions.
  • Participate in meetings with potential targets, clients, senior bankers, and external transaction advisors to provide insights and drive deal discussions.
  • Lead efforts in preparing proposals, conducting transaction marketing, and managing documentation throughout the deal lifecycle.
  • Assist in organizing and attending client meetings, business development activities, and other marketing efforts focused on expanding client relationships in the consumer and retail sectors.

Requirements

  • 3-5 years of experience at a top-tier investment bank with a focus on M&A transactions in the consumer and retail sectors.
  • Proven experience in sell-side M&A transactions within the consumer industry is essential.
  • Strong financial modeling skills, with the ability to build detailed, fully integrated financial models and analyze transaction impacts on capital structures and cash flows.
  • Excellent communication and presentation skills, with the ability to work effectively under tight deadlines and in a fast-paced environment.
  • Demonstrated ability to work both independently and collaboratively within a team environment.
  • Bachelor’s degree with a strong academic record.
  • Advanced proficiency in Microsoft Excel, Word, PowerPoint, and other financial analysis tools.

Why Work With Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

If the above opportunity is of interest to you, please apply today to Jason Fontanarosa in confidence.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.

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