Overview

Investment Banking Associate Jobs in New York, NY at EGIS Careers

Title: Investment Banking Associate

Company: EGIS Careers

Location: New York, NY

Investment Banking Associate

Location: New York, NY (In-Person)

Compensation: $110,000 – $130,000 Base Salary + Performance Bonus

Employment Type: Full-Time


About the Ban

kWe are an independent investment banking firm focused on advising founder-owned and entrepreneur-led businesses on mergers and acquisitions, capital raising, and strategic advisory engagements. Our clients span a diverse range of industries, with transaction sizes generally ranging from the lower middle market to the middle market

.We provide senior-level attention, thoughtful strategic advice, and rigorous execution to business owners navigating critical inflection points in their companies' growth and evolution. Our entrepreneurial culture offers professionals significant responsibility, direct client exposure, and meaningful involvement across every stage of a transaction

.Position Overvie

wWe are seeking a highly motivated Investment Banking Associate to join our New York office. The ideal candidate will have a minimum of three years of full-time investment banking experience and possess a strong foundation in financial modeling, valuation, transaction execution, and marketing material development

.The Associate will play a critical role in leading analytical workstreams, managing junior team members, coordinating transaction processes, and supporting senior bankers in client-facing situations. Candidates should be capable of independently managing substantial portions of live M&A and capital raising engagements while maintaining exceptional attention to detail and client service

.
Key Responsibiliti

es
Transaction Execut

  • ionLead execution workstreams across sell-side M&A, buy-side M&A, debt placements, and equity capital rai
  • sesManage day-to-day transaction processes and coordinate activities among clients, buyers, investors, attorneys, accountants, and other advis
  • orsSupport due diligence, management presentations, data room management, and transaction negotiati
  • onsTrack transaction milestones and proactively identify and resolve execution iss

ues
Financial Analysis & Valua

  • tionBuild, review, and maintain sophisticated financial models, includ
  • ing:Three-statement operating mo
  • delsDiscounted cash flow (DCF) anal
  • ysesComparable company anal
  • ysesPrecedent transaction anal
  • ysesLBO anal
  • ysesAccretion/dilution and merger mo
  • delsDebt capacity and capital structure anal
  • ysesAnalyze historical and projected financial performance and identify key value dri
  • versDevelop valuation perspectives and transaction recommendations for cli

ents
Marketing Mate

  • rialsIndependently prepare and oversee the creatio
  • n of:Confidential Information Memoranda (
  • CIMs)Management presenta
  • tionsTeasers and executive summ
  • ariesInvestor presenta
  • tionsPitch
  • booksBuyer and investor target
  • listsEnsure all client-facing materials meet the firm's standards for quality, accuracy, and profession

alism
Client & Team Mana

  • gementParticipate in client meetings, management presentations, and buyer/investor discu
  • ssionsDevelop strong relationships with business owners, executives, and professional ad
  • visorsManage and mentor Analysts and Interns by reviewing work product and providing ongoing co
  • achingCollaborate closely with Managing Directors and Vice Presidents on transaction strategy and client recommend

ations
Business Deve

  • lopmentSupport senior bankers in sourcing and pursuing new client opport
  • unitiesConduct industry, market, and company r
  • esearchAssist in preparing strategic analyses and pitch materials for prospective
  • clientsMonitor industry trends, M&A activity, and capital markets devel

opments
Required Qualif

  • icationsMinimum of three years of full-time investment banking experience at an investment bank, corporate finance advisory firm, or similar transaction-focused env
  • ironmentDemonstrated experience executing M&A and/or capital raising transactions from initiation through
  • closingAdvanced proficiency in financial modeling and valuation metho
  • dologiesProven ability to independently develop high-quality CIMs, management presentations, and client marketing m
  • aterialsStrong understanding of all phases of the M&A and capital raising process, in
  • cluding:Marketing pre
  • parationBuyer/investor
  • outreachDue d
  • iligenceManagement prese
  • ntationsIndications of interes
  • t (IOIs)Letters of inten
  • t (LOIs)Negotiation
  • supportClosing p
  • rocessesExceptional proficiency in Microsoft Excel and Po
  • werPointStrong written, verbal, and interpersonal communicatio
  • n skillsExcellent project management and organizational a
  • bilitiesAbility to manage multiple priorities and deadlines in a fast-paced env

ironment
Preferred Quali

  • ficationsExperience advising founder-owned, family-owned, or entrepreneur-led b
  • usinessesExposure to lower middle market and middle market tra
  • nsactionsExperience mentoring Analysts and reviewing junior team wor
  • k productFamiliarity with Capital IQ, PitchBook, FactSet, Bloomberg, and other financial
  • databasesCPA, CFA, or progress toward professional designation is a plus but not

required
Wha

  • t We OfferCompetitive base salary of $110,000 – $130,000, commensurate with
  • experiencePerformance-based annual bonus o
  • pportunityDirect exposure to senior leadership a
  • nd clientsSignificant responsibility and ownership of live tr
  • ansactionsEntrepreneurial, collaborative, and meritocrat
  • ic cultureOpportunity to work across a broad range of industries and transac
  • tion typesClear path for professional growth and a

dvancement

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