Finance Product Owner at AAA Life, focusing on finance digital products' roadmap and delivery. Collaborating with Finance, Technology, and Operations for successful implementations.
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Hybrid Associate – Capstone Investment Banking
Posted 2 hours ago
About the role
- Associate supporting corporate finance transactions and business development at Capstone Partners. Involves financial analysis, modeling, and client relationship management in investment banking.
Responsibilities
- Analyzing companies, industries, historical financial statements and prospective financial information
- Building financial models and performing valuation analyses
- Drafting proposal materials and transaction marketing documents
- Assisting in identifying appropriate investors and/or strategic and financial buyers
- Managing and executing due diligence
- Maintaining relationships with client personnel at appropriate levels
- Analyzing M&A market trends and writing related industry research
- Updating deal records in firmwide CRM (DealCloud)
- Supporting in training, mentoring and oversight of team analysts & interns
Requirements
- Bachelor's degree in business, economics, finance, accounting or similar
- At least 2 years of investment banking (preferably M&A) experience
- Proficiency with Microsoft Office products and Capital IQ
- Strong verbal and written communications skills
- Excellent organizational and problem-solving skills
- Proven leadership and/or mentoring experience
- Advanced knowledge of capital markets, transaction legal matters & risk management
- Self-starting team player who can excel in a fast-paced, entrepreneurial, challenging work environment
- If not held already, will be expected to pass the FINRA Series 79 exam (Investment Banking Professional)
Benefits
- Health insurance coverage
- Wellness program
- Life and disability insurance
- Retirement savings plan
- Paid leave programs
- Paid holidays
- Paid time off (PTO)
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