*Appropriate for candidates with one full year of experience as an Associate in Investment Banking* Associates at Union Square Advisors are highly qualified individuals committed to pursuing a long-term career focused on providing financial advice to our corporate clients. You will play an integral role on our Investment Banking team, providing quantitative and analytical support for mergers, acquisitions, and other financial advisory services. Associates work closely with senior bankers during all stages of the transaction so they develop both the execution and client skills required to be an effective senior banker.
Job Functions:
Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analysesManage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisorsAssist clients in due diligence by coordinating the information flow, supervising calls and meetings between the parties, as well as reviewing and analyzing company informationWork independently, producing high quality deliverables such as descriptive memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialogContent creation in form of presentation slides for pitch materials to clients as well as refining client management presentationsLeverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisoryProvide leadership, mentorship, training and supervision to AnalystsQualifications:
Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted, or pending promotion, from Analyst to Associate within a leading Investment BankAt least 3 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes).Direct experience in execution of M&A transactions is highly preferred, but will consider candidates with experience in an industry coverage group, private equity or similar fieldVery strong financial modeling/valuation and analytical skillsThorough knowledge of corporate finance and accounting, as well as understanding of key structuring aspects related to M&A transactionsExperience managing the day-to-day execution of different types of projects and processesAbility to comfortably interact with clients in a professional and mature mannerOutstanding ethics, integrity and judgmentIntellectual curiosity, strong work ethic and desire to learnAbility to work in a fast-paced environment, managing multiple projects with different deal teamsHighly organized, detail oriented and proactiveExceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validityExcellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applicationsUnion Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 160 strategic transactions, valued in excess of $115B. For more information, please visit http://www.usadvisors.com.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. In addition to a firm-wide vaccination and booster policy, these requirements may also include regular testing, mask wearing, social distancing and regular health checks. Requirements may change in the future with the evolving public health landscape. Union Square Advisors will consider accommodation requests.
Salary Range 2nd Year Associate – $175,000 - $200,000