Associate - GIB

Overview

This role involves conducting detailed financial analyses and valuations, supporting mergers and acquisitions, and preparing client-facing materials. The position requires collaboration with deal teams and participation in due diligence and client meetings. The employer supports a hybrid work model with remote work permitted within a commutable distance from the worksite.

Responsibilities

• Create various financial analyses, including valuations and merger consequences.
• Perform comprehensive company and industry financial research.
• Collaborate with deal team members.
• Prepare presentations and other materials for clients.
• Participate in due diligence sessions and client meetings.
• Manage multiple projects simultaneously, working effectively both independently and as part of a team.
• Execute and advise on various transactions including M&A, initial public offerings, follow-ons, mandatory convertibles, exchangeable debt offerings, spin-offs/split-offs, debt-for-equity exchanges, recapitalizations, and private placements.
• Develop and maintain financial models such as discounted cash flow, leveraged buyout, cost of capital analysis, merger models, ability-to-pay, value creation, and operating models.
• Perform valuation analyses using comparable companies and precedent transactions.
• Prepare client materials, internal approval memos, and marketing documents including roadshow materials, confidential information memorandums, and rating agency presentations.
• Conduct research using financial databases and tools like Factset, Capital IQ, Bloomberg, Thomson, and Factiva to analyze market data and competitive dynamics.

Required Skills & Experience

• Bachelor's degree or equivalent in Business Administration, Finance, Economics, Applied Mathematics and Statistics, or a related field.
• Minimum of 2 years of experience in the offered role or a related finance occupation.
• At least 2 years of experience in each of the following areas:
  • Evaluating diverse datasets including financial statements, market transactions, industry reports, economic indicators (e.g., GDP, inflation), and econometric models to quantify economic damages, assess market competition (antitrust), value businesses (DCF, LBO, comparable comps), and support litigation strategies or M&A/transaction rationale.
  • Interfacing with client personnel (legal counsel, C-suite executives, internal deal teams), opposing experts, data providers, and third-party advisors to gather critical information, validate assumptions, present interim findings, and manage expectations throughout project/deal lifecycles.
  • Conducting data collection, modeling, and due diligence; reviewing expert reports, valuation models, pitch books, and confidential information memorandum sections; ensuring methodological rigor, accuracy, and adherence to deadlines.
  • Developing and presenting sophisticated analytical conclusions through clear, compelling narratives.
  • Authoring and refining key deliverables including expert witness reports, litigation exhibits, economic analyses, financial models (operating models, DCF, LBO, accretion/dilution), client presentations, and investment memoranda.
  • Translating complex quantitative findings into actionable insights for legal, corporate, and investment audiences.
• Willingness to travel domestically up to 15% as necessary.

Compensation & Benefits

• Full-time position with a 40-hour workweek.
• First shift schedule.

Location

• United States (remote work permitted within a commutable distance from the worksite).