Investment Banking Associate

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Janney Montgomery Scott’s Investment Banking team is looking for an Investment Banking Associate who has demonstrated professional, academic and extracurricular achievement and possesses strong quantitative, analytical and interpersonal skills.

Associates/ serve as key members of merger and acquisition and capital raising transaction teams, drafting information memoranda, developing management and investor presentations and participating in the deal process from start to finish. Associates also create and analyze financial models, develop client presentations and conduct industry research.

RESPONSIBILTIES:

• Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, and management presentations.
• Create valuation analysis, including comparable companies, comparable transactions, and discounted cash flows.
• Conduct financial due diligence and industry research.
• Create detailed operating financial models.
• Support senior bankers in their relationship management responsibilities.

 

REQUIRED EXPERIENCE AND SKILLS:

• Bachelor’s Degree.

• Greater than 3 years prior experience in investment banking or similar position preferred.
• History of outstanding academic and extracurricular achievement preferred.

• Understanding of financial statements, including analyzing a company balance sheet, and valuation experience.
• Exceptional research, analytical and quantitative reasoning skills.

• Self-starter with a high level of initiative and motivation.
• Ability to work in a self-directed manner in a project or deadline-driven environment.
• Superior interpersonal skills with the ability to establish and maintain relationships at all organizational levels.
• Ability to collaborate effectively and be a contributing member of the team.
• Demonstrate a strong desire to learn and quickly grasp concepts and information to apply to work assignments.
• Ability to prioritize and manage multiple projects and initiatives while maintaining a strong sense of urgency.
• Strong attention to detail and problem-solving skills.
• Demonstrated leadership and/or participation in extracurricular activities.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• Ability to work beyond a full time (37.5 hours/week) work schedule.

This role will be hybrid, the individual will work approximately three days per week in-office. 
 

Why work for us?

 

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds.  

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.