Investment Banking Associate - Depositories

Stephens • Dallas, TX

357d

About The Position

The Investment Banking Associate position at Stephens involves working within the Depositories group in Dallas, TX. Founded in 1933, Stephens is a family-owned business focused on becoming a trusted advisor to clients in all aspects of their business and personal finances. The firm emphasizes building relationships and providing holistic solutions rather than just focusing on transactions. Associates will have the opportunity to cultivate their careers in a supportive environment, executing mergers and acquisitions, underwriting public debt and equity securities, and providing insights based on industry knowledge. The Depository team has a strong track record in serving the M&A and capital markets needs of various financial institutions, and associates will play a key role in transaction execution and client engagement.

Requirements

• 2+ years of Investment Banking experience or an MBA + at least 1 year of Investment Banking Associate experience
• Experience advising Banks with M&A or Capital Markets transactions is required
• Excellent analytical and modeling skills
• High energy with strong interpersonal, accounting and finance skills
• Ability to perform under pressure and tight deadlines
• Strong commitment to respecting and safeguarding confidential information
• Commitment to working hard
• Extraordinary focus on work quality and attention to detail
• Adherence to regulatory requirements
• Excellent written and verbal communication skills
• Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
• Strong client management skills
• Demonstrated ability to work well in team environment

Responsibilities

• Playing a key role in the transaction execution process
• Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
• Performing extensive valuation and pricing analyses
• Creating Confidential Information Memorandums, management presentations, marketing pitches and other presentations
• Helping plan and execute live engagements
• Coordinating and performing business due diligence
• Performing industry research and comparable company analysis
• Training and developing analysts
• Building relationships and maintaining direct contact with current and prospective clients
• Performing other tasks as assigned by management

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree