Investment Banking Associate - Strategic & Acquisition Finance

Environment

The Strategic Acquisition Finance group underwrites and executes corporate strategic and acquisition financings, including engaging in credit, diligence and legal processes of financing such transactions. This also includes marketing and pitching transformative transactions to SG’s core clients of all industries in the United States, Canada and Latin America on the topics of acquisition financing and capital structure optimization.

Mission

Day-to-Day Responsibilities:

Marketing & Deal Origination

Create advisory solutions through producing pitch materials for clients

Assist senior bankers in identifying potential advisory ideas for clients

Identify trends with clients, the clients’ industry, and overall merger & financing market in order to understand clients’ needs

Supervise and train analysts in credit and financial analysis

Build and review cash flow projection models, as well as evaluate various types of transactions, including: acquisition financings, recapitalizations and restructurings

Analyze ratings and credit scenarios for potential transactions

Coordinate between different teams to structure multiproduct solutions and create a cohesive presentation, including: Industry Coverage, Debt & Equity Capital Markets, Mergers & Acquisitions, Ratings Advisory, and Loan Syndicate, Derivatives, etc.

Transaction Execution

Lead the development of internal underwriting materials including financial analysis and credit memoranda

Lead due diligence, including financial, business, industry, and legal

Understand and take part in the legal documentation process

Define the risks, mitigants and investment highlights in underwriting or participating in a transaction

Liase with credit officers, legal and other transaction groups to underwrite the transaction

Profile

Qualifications:

Ability to be a team player with strong interpersonal skills

Knowledge of credit, due diligence, and running internal deal / approval processes

Excellent written and verbal communication skills

Knowledge of financial accounting concepts and corporate finance valuation

Understanding of credit documentation, including credit agreements and indentures

Financial modeling, including experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios

Experience training and working with junior resources

Proficient in Microsoft Excel, PowerPoint and Word

Desired / Plus:

Formal credit training

Understanding credit ratings methodology

Experience Needed:

Minimum of 3 years of relevant work experience (in mergers & acquisitions, leveraged finance, corporate finance, investment banking, ratings, industry coverage, credit or related fields)

Educational Requirements: Bachelors degree from a top tier University, MBA is a plus

Languages: (Other than English): N/A