Investment Banking Associate

About Whelan Advisory

Founded in 2014, Whelan Advisory Capital Markets is a FINRA-registered boutique investment bank with an active practice led by seasoned senior advisors. We specialize in the residential real estate and construction industries where we exclusively represent clients as their sell-side advisor or in raising capital. Our team has advised on 49 successful transactions representing $15.1+ billion in value since 2018, earning our reputation in the industry as “the Closer.” 

The firm was founded by Margaret Whelan out of a desire to provide a higher level of service and a more efficient, customized approach to investment banking in the residential real estate industry. She personally leads every transaction and has a proven track record and reputation, along with a robust pipeline of M&A and capital markets transaction opportunities.

About the Position

This is a unique opportunity for a bright, flexible, and ambitious individual who is seeking direct exposure and impact by working on live transactions from pitch to closing. The candidate will assume a diverse set of responsibilities, support the firm's transactions, and contribute to its ongoing growth through internal initiatives. The candidate will be involved in every aspect of the deal process including financial modeling, presentation creation, client interaction, and hosting tours and meetings with buyers and investors.

The individual should have a strong interest in the residential building industry and be excited to work on a streamlined, dynamic team in a remote environment. Our inclusive and entrepreneurial firm culture offers team members significant professional development opportunities, extensive travel with colleagues and clients, and full engagement on active deal teams. In the role of Associate at our boutique, you will have direct access and mentorship from senior team members and significant deal exposure from day one. As such, you will build significant experience executing on multiple successful transaction closings each year.

A candidate who proves they are capable and driven will be rewarded with additional responsibility and promotion throughout the organization. We seek to retain and promote talented professionals who further our brand and success.

Responsibilities

Support Senior Whelan Advisory Team Members in All Phases of the Firm’s Transactions

• Create and maintain marketing collateral, pitch books, and valuation materials
• Financial modeling, including traditional valuation and industry-specific methodologies
• Build Confidential Investor Presentations for sell-side M&A and capital raising processes
• Efficient and accurate organization and analysis of due diligence information
• Create ad hoc transaction organizational documents
• Develop client relationships, working efficiently and accurately in a time-sensitive environment

 Strategic Firm Development and Growth

• Create and maintain firm marketing content
• Attend industry conferences and events
• Track active internal pipeline of current and prospective mandates
• Coordinate firmwide meetings and ongoing internal initiatives
• Recruit additional junior and mid-level talent over time to support firm’s continued growth

Experience, Skills & Requirements

• Ambitious and educated professional with 3+ years in investment banking or similar client-facing role
• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field; CPA / CFA / MBA beneficial
• Knowledge of real estate, particularly the residential housing sector, preferred
• Strong written and verbal communication
• Critical thinker with a strong work ethic
• Exceptional attention to detail and meticulous approach to financial analysis and presentation material creation
• Self-starter who can simultaneously manage several deals and multiple responsibilities, while working in a remote environment
• Extensive experience in PowerPoint, Excel, and Word, including creation of pitches, business development materials, and marketing documents
• Deep knowledge of corporate finance principles, including financial statement analysis, capital structure analysis, valuation, modeling, investment returns analysis, and similar concepts
• Existing FINRA licenses (Series 79, Series 63) preferred
• Must be authorized to work in the U.S. indefinitely without sponsorship

Compensation And Benefits

• Competitive base salary, meaningful bonus potential, and a strong 401(k) match
• Total compensation and bonus are commensurate with experience, individual performance, and overall firm results

Application Process

Apply for the position via this posting on LinkedIn and send an email to View email address on click.appcast.io, providing commentary on: (1) why you are interested in this position, (2) your preferred start date, (3) any FINRA licenses you currently hold, (4) where in the U.S. you are located, and (5) confirm you are authorized to work in the U.S. indefinitely without sponsorship

Please note: Only candidates who meet all required qualifications will be contacted.