Investment Banking Private Capital Advisory (placements) Associate Iii – New York

Chartwell Investment Partners

New York, US
Base: $130,000.00-$225,000.00; bonus/equity: + com...
Formulating new business proposals
Developing company forecasts and valuations
Evaluating merger and acquisition scenarios
The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios

Job Summary

  • The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios.
  • Candidates will undertake strategic financial analysis and modeling to support business leaders in making optimal investment decisions.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The role involves formulating new business proposals, developing company forecasts, and evaluating merger and acquisition scenarios.

Salary

Base: $130,000.00-$225,000.00; Bonus/Equity: Additional compensation may include cash or equity; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, paid time off

Skills & Requirements

Must-have

  • Formulating new business proposals
  • Developing company forecasts and valuations
  • Evaluating merger and acquisition scenarios
  • Preparing documents for public stock issuance
  • Strategic and tactical financial analysis

Nice-to-have

  • High level of responsibility
  • Significant impact on business decisions
  • Client-first culture alignment

Key Requirements

  • More than 15 years of general experience
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Securities Industry Essentials Exam (SIE) certification

Work Rights

Not specified

Tailored Resume

Cover Letter