Investment Banking Associate

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference. Rothschild & Co Technology Group Market-leading Technology Investment Banking franchise, consistently executing more transactions globally than any other investment bank, providing an integrated offering of strategic M&A, debt advisory & restructuring and equity market solutions to a broad range of clients. Our Technology clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include enterprise software, media and entertainment, technology services, consumer / internet, automotive, legal, government, education, supply chain, IoT, insurance, and more. Operating as an integral part of our expansive global Technology franchise, our North American Technology team of 40 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 85 deals valued at over $200bn since inception. Overview of Role Rothschild & Co’s LA based Technology Group is looking for an experienced Associate to work closely with a team of professionals to deliver quality advisory services to a range of clients across the Technology sector. The Associate will have the opportunity to support a broad range of corporate finance transactions with a focus on Mergers & Acquisitions ("M&A") and will play a crucial role supporting the office’s continued growth. In addition to providing M&A and strategic advisory services in North America the position also involves assisting other colleagues globally on international / cross-border projects. The Technology Group plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world. Responsibilities Execute live deals which may include sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs and other corporate finance situations Perform detailed financial analysis and valuation, including three-statement operating models, leveraged buyout, accretion / dilution, discounted cash flow, public comparables, and precedent transactions analyses Conduct extensive quantitative and qualitative economic, industry and company research and analysis Spearhead transaction execution processes, from preparing marketing materials to conducting due diligence to writing investment committee memoranda through coordination with internal and external resources Coordinate and execute due diligence process with external advisors, including lawyers, accountants, and consultants and perform detailed quantitative and qualitative industry and company research / analysis Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources Attend client meetings, industry conferences, and external training sessions Adhere to all compliance regulations and confidentiality policies Education and Qualifications Bachelor’s Degree in finance (or similar) from a leading academic institution Experience, Skills and Competencies Required The ideal candidate will likely have at least three years of professional work experience, including prior experience within a top tier corporate finance adviser/investment bank Exceptional analytical, quantitative and communication skills Experience analyzing financial statements and related data to assess historical financial performance and future outlook for client companies and prospects Strong financial modeling skills required; ability to build detailed, fully-integrated financial models and financial projections and analyze the impact of proposed transaction options on the capital structure and cash flows Well organized, detailed and ability to work within tight time frames Team player with the capability of working in cross-border deal teams Strong level of creativity and intellectual curiosity Expected base salary rates for this role in our California Office will be between $175,000 and $225,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus. Rothschild & Co North America is an equal opportunity. If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website. #J-18808-Ljbffr