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Investment Banking Associate / Vice President - Specialty Distribution & Business Services

Stephens

SUMMARY

Title: Investment Banking Associate / Vice President

Group: Specialty Distribution & Business Services

Location: Atlanta, GA

WHY STEPHENS

Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions, we develop relationships. We work with our clients as they interact with the financial markets, analyze strategic alternatives and raise capital.

The men and women of Stephens Investment Banking have the opportunity to cultivate and advance their careers in a collegial and supportive environment. With offices in strategic locations across the U.S. and in Europe, we provide objective advice and precise execution on the full array of investment banking services:

  • Executing mergers and acquisitions, underwritings of public debt and equity securities, private placements of debt and equity, as well as restructurings and recapitalizations.
  • Providing our clients insights on how historical trends and the latest developments are shaping their opportunities based on our deep knowledge of a variety of industries and subsectors.
  • Serving public, private and family-owned businesses, as well as financial sponsors, family offices and other institutional investors.
We prioritize earning our clients’ trust, and we reward the individuals who make that happen. The exceptional candidates who join our transatlantic team of more than 275 investment banking professionals will participate in our collaborative approach to adding value for middle-market companies, as well as global organizations. Discover why our vibrant and stable atmosphere inspires our bankers to constantly strive for growth, while building their futures here over the long-term.

SPECIALTY DISTRIBUTION & BUSINESS SERVICES

Our Specialty Distribution & Business Services groups have a long-tenured team of experts who bring sector and execution expertise to middle market founder-owned and institutionally backed businesses. Our senior bankers have strong relationships across a variety of distribution and services sectors, with sub-sector areas of focus including engineered products, industrial supplies and equipment, automotive aftermarket, commercial and residential services, professional services and other tech-enabled services. We have extensive experience conducting successful M&A transactions on both the buy side and sell side, as well as equity and debt capital raises.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Associates & Vice Presidents hold a range of responsibilities that can include mentoring analysts, executing transactions, supporting business development, and maintaining client relationships. Key tasks include:
  • Playing a key role in the transaction execution process
  • Developing, and overseeing the development of, detailed financial analyses and the preparation of models for various types of transactions
  • Performing extensive valuation and pricing analyses
  • Creating Confidential Information Presentations, management presentations, marketing pitches and other presentations
  • Helping plan and execute live engagements
  • Coordinating and performing business due diligence
  • Creation and execution of business development and marketing plans in coordination with Senior Bankers.
  • Performing industry research and comparable company analysis
  • Training and developing analysts and associates (as applicable)
  • Recruit, educate, and train Investment Banking Analysts and Associates (as applicable)
  • Building relationships and maintaining direct contact with current and prospective clients
  • Performing other tasks as assigned by management
QUALIFICATIONS
  • 3+ years of investment banking or an MBA with 1+ years of investment banking experience
  • Experience advising clients in the broader industrials space; experience with Specialty Distribution and/or Business Services is preferred
  • Excellent analytical and modeling skills
  • High energy with strong interpersonal, accounting and finance skills
  • Ability to perform under pressure and tight deadlines
  • Strong commitment to respecting and safeguarding confidential information;
  • Commitment to working hard
  • Extraordinary focus on work quality and attention to detail
  • Adherence to regulatory requirements
  • Excellent written and verbal communication skills
  • Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
  • Strong client management skills
  • Demonstrated ability to work well in a team environment

For benefits information, please visit:

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Vacancy posted 4 days ago
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