What are the responsibilities and job description for the Experienced Investment Banking Associate - Specialty Finance position at Stephens?
Summary
Title: Experienced Investment Banking Associate
Group: Specialty Finance
Location: Atlanta
WHY STEPHENS
Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.
The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services:
SPECIALTY FINANCE
Our Specialty Finance team represents the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as teammates and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising solutions as well as buy side and sell side strategies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Specialty Finance, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include:
Title: Experienced Investment Banking Associate
Group: Specialty Finance
Location: Atlanta
WHY STEPHENS
Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in all aspects of their business and personal finances. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.
The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide unvarnished advice and precise execution on the full array of investment banking services:
- Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
- Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors.
- Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors.
SPECIALTY FINANCE
Our Specialty Finance team represents the longest-standing franchise dedicated to the Specialty Finance sector, leveraging expertise built from executing M&A and capital raising advisory transactions for commercial and consumer finance clients across North America and Europe. Our senior bankers work as a team to provide expert market intelligence, advisory and execution services while aligning with our specialty finance clients as teammates and not competitors. We have deep relationships with public and private financing sources. This enables us to develop innovative debt and equity capital raising solutions as well as buy side and sell side strategies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Associates leverage their knowledge and experience to work with and mentor analysts, continually develop their expertise within Specialty Finance, and deliver top quality work products to the team and clients. As an Associate you have a broad array of responsibilities executing transactions and working with your team to build the business. These tasks include:
- Playing a key role in the transaction execution process
- Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
- Performing extensive valuation and pricing analyses
- Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations
- Helping plan and execute live engagements
- Coordinating and performing business due diligence
- Performing industry research and comparable company analysis
- Training and developing analysts
- Building relationships and maintaining direct contact with current and prospective clients
- Performing other tasks as assigned by management
- 3 years of investment banking experience or an MBA 1 year of investment banking experience or 5 years of relevant public accounting or consulting experience
- Experience advising clients in the Specialty Finance industry is a plus, but not required
- Excellent analytical and modeling skills
- High energy with strong interpersonal, accounting and finance skills
- Ability to perform under pressure and tight deadlines
- Strong commitment to respecting and safeguarding confidential information;
- Commitment to working hard
- Extraordinary focus on work quality and attention to detail
- Adherence to regulatory requirements
- Excellent written and verbal communication skills
- Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
- Strong client management skills
- Demonstrated ability to work well in a team environment