Investment Banking Associate

Job Description

CTX Equity Partners is looking for an Associate to add to our growing team. The Associate will assist with sales efforts and management of client portfolios through cultivating relationships with clients and potential capital sources. We are seeking an individual with venture capital, private equity, investment banking, accounting, and/or finance experience to join our growing team. Experience working with entrepreneurs is a plus.

Job Responsibilities

Your specific duties as an Associate will include:

Prepare client portfolio to generate interest of prospective investors.
Review client specific documents such as non-disclosure agreements, marketing materials, and financial statements.
Review portfolio on a periodically to ensure all current information is on file.
Participate in team efforts to achieve departmental and company goals.
Comply with all policies, practices, and procedures and report all unsafe activities to firm partners
Perform other duties as assigned

Job Requirements

As an Associate with CTX, you must be highly energetic and passionate individual with a positive and highly motivated can do attitude. You must have the strong desire and ambition to succeed in this hugely rewarding industry. It is also vital for your role as an Associate that you possess excellent verbal and written communication, analytic, mathematical, and interpersonal skills as well as presentation abilities.

The Associate is a client-facing role that must be able to convey realistic outcomes and deal with clients’ unique sensitivities while keeping each client moving through the company transaction process as efficiently as possible.

Specific qualifications for the Associate include:

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume.
Proficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, etc.
Ability to handle multiple tasks simultaneously.
Ability to handle a rigorous schedule of deadlines.
Experienced in professional business writing preferred; including writing business plans and information memorandums.
Experience working with entrepreneurs is a plus.
Prioritization and organization skills.
Proficient in financial-modeling, financial-analysis, and Excel.
Commercial understanding and awareness of business and operations in various industries.
Possess valid and current driver license.
No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies.
Bachelor’s degree or advanced degree in Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields.
Availability for occasional travel and working outside of normal operating hours.