Dinan Capital Advisors (DCA), a middle-market investment bank, is seeking to hire an investment banking Associate or Analyst at our Phoenix headquarters. DCA offers the opportunity to gain extensive experience across multiple industries and transaction types including mergers & acquisitions, financings, restructuring and valuations. Associates and Analysts work on small deal teams and interface directly with senior-level bankers.
Responsibilities include:
Extensive financial modeling
Preparing presentations for new business development
Industry research
Confidential Information Memorandum preparation
Management presentations
Data room management
Perform financial analyses on client companies, including comparable transaction and public company analysis
Research and develop potential buyer, investor, and other target lists
Manage transaction logistics, including: Update web-based deal and contact management systems, develop weekly client status reports, presentation binding, etc.
Desired Skills and Experience:
Strong accounting and financial statement analysis skills
Strong written and verbal communication skills
Advanced Microsoft Office skills, including Excel, Power BI, PowerPoint and Word
Familiarity with Capital IQ and Salesforce preferred
Ability to prioritize tasks, work on multiple engagements in a fast paced, dynamic environment
Series 79 and 63 licenses preferred
Ability to travel as needed
Associate:
Minimum of three years investment banking, public accounting, or other deep financial modeling experience or an MBA with a finance concentration