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 RequiredStrong 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.Benefits
Health, Dental, and Vision InsuranceFlexible Spending Account (FSA)401(k) Retirement PlanPaid Time Off (PTO) and HolidaysFlexible Work Environment