Investment Banking Associate
Company: Forbes M+A Group
Location: Salt Lake City
Posted on: April 10, 2021
"Our clients see us as their most trusted advisors, dogged
advocates and steadfast partners. They rely on us to exhaust every
strategy, maintain the highest professional and ethical standards,
close transactions against all odds and give them exactly what they
expect-the very best deal possible." Careers in Mergers &
Acquisitions Investment Banking Associate About The Forbes M+A
Group The Forbes M+A Group, founded in 2004 with offices in Denver,
CO, Salt Lake City, UT, and Nashville TN, is an award-winning
investment bank with expertise in mergers and acquisitions, capital
formation, and financial restructuring within the middle market.
The group has over 15 years of experience delivering outstanding
results for business owners, entrepreneurs, and investors. Advisors
at The Forbes M+A Group have 250+ years of combined experience in
international transactions across a wide variety of industries. The
Forbes M+A Group has been recognized as a leader within the middle
market as a regional M&A Firm of the Year for the past 5 years.
For more information, please visit us at www.forbesma.com or phone
at (303) 770-6017. About the Associate Position: As an Associate
you will be a key player in our business strategy and execution.
You will participate in the "full cycle" of transactional execution
including preparing and presenting marketing pitches, reviewing and
formulating financial analysis, preparing and developing offering
materials, and client presentations. You will play a leadership
role in executing across transactions while working with analysts,
associates, and senior bankers. You will have strong skills in the
major areas of investment banking and will demonstrate the ability
and desire to become a senior banker who can generate and execute
his/her own transactions. Most importantly, the candidate will be
highly enthusiastic about Forbes' mission and be driven and
committed to its success. This role requires a wide variety of
strengths and capabilities, including:
- A minimum of three (3) to five (5) years of investment banking
(sell-side, buy-side, and/or capital formation) or private equity
experience serving middle market companies.
- Bachelor's degree in Finance, Accounting, and/or Economics from
a top-tier university.--
- Experience managing junior bankers.
- Excellent writing skills and financial modeling skills.
- Impeccable communication details with the ability to
effectively interact with senior professionals, clients, and key
stakeholders in other lines of business.
- Self-directed, highly motivated, and able to work
- Enthusiasm, creativity, and excellent interpersonal
- Commercial instinct, ability to perform under pressure, and
- If not already licensed, required to become a licensed
securities professional by taking the Series 79 and Series 63
within 90 days of hiring.
- Demonstrated track record of professional advancement. The
right candidate values the following:
- A competitive compensation package and comprehensive
- A challenging environment that requires continuous adaptability
- On-going constructive feedback and an organizational-wide 360
- A passionate, talented team dedicated to supporting the
personal and professional growth of its members.
- A performance-driven culture where your experience, ideas, and
efforts are valued.
- An opportunity to share in the growth of the firm and build
something unique in the industry.
- The philosophy that a good work-life balance creates
higher-quality professionals. Interested applicants should expect
the following process: (i) to undergo multiple rounds of
interviews, including an in-person panel interview; (ii) to
complete a comprehensive case study; (iii) to provide three
work-related references; and (iv) submit to a background check.--
Please do not apply if you are unwilling or unable to participate
in the above process. EOE AA/M/F/V/D The Forbes M+A Group is an
Equal Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, or protected veteran status, and will not be discriminated
against on the basis of a disability. If interested, please
contact: JJ Lane, Vice President - +1 (720) 982-9643 -
JJ.Lane@ForbesMA.com The Forbes M+A Group is currently hiring.
Securities transactions are conducted through The Forbes Securities
Group, LLC ("FSG"), a member of FINRA and SIPC . Check the
background of this Broker-Dealer and its registered investment
professionals on FINRA's BrokerCheck . News & Insights Sign up to
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Keywords: Forbes M+A Group, Salt Lake City , Investment Banking Associate, Accounting, Auditing , Salt Lake City, Utah
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