Location: Cleveland, OH
Industry: Investment Banking (TMT Sector)
Type: Full-Time

Job Overview

We are seeking a highly motivated, detail-oriented, and skilled TMT Associate to join our growing Investment Banking team in Cleveland. The Associate will play a key role in providing strategic financial advisory services to clients in the Technology, Media, and Telecommunications (TMT) industries. The successful candidate will have a strong analytical background, excellent client interaction skills, and the ability to manage and execute complex financial transactions.

Key Responsibilities

• Transaction Execution:

  • Lead and support the execution of Mergers & Acquisitions (M&A), capital raising, and other strategic advisory transactions in the TMT space.
  • Prepare and review detailed financial models to support valuation analysis, including Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and Precedent Transaction Analysis (PTA).
  • Assist in preparing and reviewing pitch books, client presentations, and marketing materials.

• Client Relationship Management:

  • Develop strong relationships with clients and provide ongoing financial and strategic advice to senior bankers.
  • Coordinate with clients to understand their business needs and objectives, providing tailored solutions.
  • Participate in client meetings, presenting financial analysis, and helping to drive discussions around key strategic decisions.

• Due Diligence & Market Research:

  • Oversee and support the due diligence process for transactions, collaborating with internal teams and third-party advisors.
  • Conduct industry and market research to provide valuable insights to clients, focusing on TMT market trends, regulatory developments, and competitive dynamics.

• Financial & Valuation Analysis:

  • Create, update, and review detailed financial models to assess the financial impact of potential transactions.
  • Provide insights into the financial health of clients and potential M&A targets, using industry-specific metrics and benchmarks.

• Deal Structuring & Documentation:

  • Support senior bankers in structuring transactions and negotiating terms.
  • Assist in drafting and reviewing transaction documentation, including pitch books, offering memoranda, and deal term sheets.

Qualifications

• Education:
  • Bachelor's degree in Finance, Economics, Accounting, or a related field. An MBA or advanced degree is a plus.
• Experience:
  • 2-4 years of prior experience in investment banking, preferably in TMT, corporate finance, or consulting.
  • Strong financial modeling and valuation skills (DCF, CCA, PTA, LBO modeling).
  • Experience with M&A transactions, IPOs, and capital raising processes is strongly preferred.
• Skills:
  • Strong understanding of the TMT sectors, including Technology, Media, and Telecommunications industries.
  • Exceptional proficiency with Excel for financial modeling and PowerPoint for creating client presentations.
  • Highly analytical with strong problem-solving abilities and attention to detail.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to manage multiple tasks under tight deadlines in a fast-paced environment.
  • Strong work ethic, with a willingness to work long hours when required.
• Personal Traits:
  • Self-starter with a collaborative and team-oriented mindset.
  • Strong desire to learn and grow in the TMT investment banking sector.
  • Client-focused, with the ability to build and maintain relationships.

 

Competitive base salary with performance-based bonuses and additional benefits.

Posted On: Monday, December 2, 2024