Investment Banking Associate

The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.

About UHY

• WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.
• We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses.
• Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
• As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

Responsibilities

• Participate meaningfully in all aspects of transaction development and execution
• Develop and present analyses and presentations in client and prospect meetings
• Identify strategic and financial buyers and sellers
• Participate in M&A strategy development discussions
• Draft information memoranda and management presentations

Coordinate and support due diligence

• Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis
• Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information
• Mentor and develop staff (Analysts) Supervisory responsibilities
• None Work environment Work is conducted in a professional office environment with minimal distractions

Requirements

• Some travel may be required to client sites during engagements
• Required education and experience
• Bachelor's degree in finance, economics, or a related field 3 – 5 years of experience in investment banking
• Preferred education and experience
• Master's degree in finance, economics, or a related field
• Series 7, 79, and/or 63 designations

Benefits

• POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
• ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time

Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.