Job Description

Job Description

Job Description

Job Responsibilities:

• Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials.
• Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
• Marketing outreach efforts including some cold calling and email marketing.
• Assist with managing deal pipeline.
• Support various compliance and control initiatives across the organization.

Job Requirements:

• *** Prior M&A Experience Required ***
• Strong attention to detail.
• Advanced skills in Microsoft Office (especially PowerPoint and Excel).
• Ability to work in a fast-paced, ever changing, and challenging environment.
• Self-motivated and proactive.
• Excellent communications skills (written / verbal).
• Collaborative team player.
• Must have a positive can do attitude and strong work ethic.
• Strong client management and analytical skills.

Licenses/Certifications:

• SIE, Series 79 and Series 63 preferred.

Educational/Previous Experience Requirements:

• Bachelor's Degree in Finance or Accounting preferred, but not required.
• M&A or Transaction Advisory Services internships and related experience strongly preferred.

*** THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK. ***

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