What are the responsibilities and job description for the Investment Banking Associate position at Northborne Partners?
Northborne Partners is a middle market investment bank providing sell-side M&A advisory services to clients globally across the food & consumer, healthcare, industrials, and services sectors. With decades of M&A experience, Northborne provides highly sophisticated advice to entrepreneurs, families, private equity firms, and other private business owners.
We are seeking an Investment Banking Associate to join our rapidly growing M&A practice in our Minneapolis office, with a start date between now and early 2027, depending on the candidate’s circumstances.
Our Associates play a critical role in every aspect of the transaction process from initial pitch through closing, including interacting closely with senior bankers and clients’ senior executives, engaging with potential buyers, preparing valuations, writing pitch and marketing materials, and facilitating due diligence. The position offers opportunities to gain deep expertise, professional development and upward mobility, while taking on substantial responsibility in transaction execution and client management.
This is an excellent opportunity to join a close-knit, high energy, and collaborative team where your contributions are valued immensely. You will have the chance to work with and learn from some of the best senior bankers in the market, benefiting tremendously from their experience, partnership, and mentorship. The right candidate brings excellent technical and interpersonal skills, has strong M&A knowledge and experience, and is motivated by the prospect of building a leading M&A advisory firm together.
Responsibilities
- Assisting in the management and mentoring of Analysts
- Leading the creation of presentation materials (marketing materials, pitch decks, industry updates, etc.)
- Building and reviewing financial models (forecast models, valuation models, etc.)
- Preparing, analyzing, and explaining historical and projected financial information
- Conducting industry and company-specific research
- Identifying potential strategic and financial buyers for clients and prospective clients
- Supporting the due diligence process of buyers, including managing online data rooms
- Interacting closely with clients, including attending client meetings leading calls
- Assisting in the development of client, prospective client, and professional advisor relationships
- Participating in the overall growth and culture of the firm
Qualifications
- 3 years of investment banking experience OR MBA degree and 1-2 years of investment banking or closely related M&A experience
- Bachelor's or MBA degree with major or emphasis in finance, accounting, economics, or a related field
- Hands-on financial modeling experience, including forecast models (detailed revenue/expense builds, 3-statement models, etc.) and valuation models (DCF, LBO, etc.)
- Deep knowledge of accounting and finance principles
- Experience cleaning, manipulating, and summarizing raw, unstructured client data
- Strong analytical, problem solving, and conceptual skills
- Ability to manage multiple tasks and deadlines with impeccable attention to detail
- Excellent writing, verbal communication, and computer skills (Excel, PowerPoint, Word)
- Ability and desire to work in a fast-paced and intellectually challenging environment
- Candidates must be able to work well under pressure, handle multiple projects at once and learn quickly
- FINRA Licenses (preferred): Series 63, Series 79, SIE
Culture
Our success is rooted in recruiting, developing, and retaining high-quality, driven professionals. Northborne is proud to offer a culture that rewards initiative and allows employees to develop as quickly as they are capable, allowing everyone the opportunity to contribute meaningfully to Northborne’s success. Our balanced culture and flat organizational structure are designed to create a supportive environment where employees can do their best work and enjoy their careers while providing ample opportunities to develop professionally through close mentorships and meaningful responsibility.