PKF Investment Banking is seeking an Analyst or Associate to join our growing M&A advisory practice. Successful candidates should have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading M&A advisory firm.
As an Analyst/Associate at PKF Investment Banking you will work closely with senior members of the Investment Banking team in preparing analyses, executing M&A transactions, and participating in due diligence. This is an opportunity to join an entrepreneurial investment banking firm which is supported by a leading accounting and advisory platform.
Essential duties include but are not limited to the follow:
Perform financial and valuation analyses
Prepare pitch books and live deal materials, including confidential information memoranda and management presentations
Conduct market research
Identify potential buyers or acquisition targets
Facilitate due diligence
Interact with senior bankers and clients’ senior executives
Qualifications
Effective communication skills, both written and verbal, as well as the ability to develop relationships
Strong analytical and problem-solving skills as well as modeling skills
Strong project management experience
Possess strong attention to detail
Ability to work independently and as part of a team
M&A, capital raising, investment banking, accounting or other relevant experience preferred
Bachelor's Degree or equivalent degree and/or work experience in Finance, Business or a related field
Minimum of 1 year Investment Banking work experience required
Proficiency in financial modeling, valuation techniques and transaction execution
Series 63 and 79 licenses or ability to obtain within the first three months of employment
Willingness and ability to travel as needed
PKF Investment Banking is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa.
The annual salary range for this role is $100,000 to $140,000. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.
PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies Advisory, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
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