Step into a high-impact Associate role where you'll lead transactions, shape strategy, and grow alongside a global boutique investment bank.
About us
Equiteq is a rapidly growing global middle-market boutique investment banking platform providing M&A and strategic advisory services to knowledge-intensive business services firms. With offices in New York, Boston, Atlanta, London, Singapore, and Sydney, Equiteq is the global M&A authority on services firms that constitute the fast-evolving knowledge economy.
We pride ourselves on being sector specialists who develop deep relationships with our clients to help them grow and realise value.
We are looking to hire people with a strong commitment to deliver excellent service to our clients, build their own skills and career, and with an entrepreneurial streak.
About this role
An Associate is a key contributor to the achievement of our team's goals. You will take on significant responsibility as part of the transaction team, including transaction leadership. You'll have a clear understanding of a wide range of consulting services and corporate finance processes, issues and project management. You'll also be key in generating ideas for business development and executing these together with senior members of the team.
Key Responsibilities and Challenges :
- To lead the point contact for day-to-day execution on transaction advisory mandates across a variety of segments within the knowledge economy
- To design, build, and manage discounted cash flow, leveraged buyout and merger consequences models for live and contemplated M&A transactions
- To lead on the preparation of effective pitch books contributing to the marketing efforts of the firm
- To mentor and train Analyst level bankers, while driving excellence through best practice
- To maintain client relations during the deal execution period and building industry-specific expertise
- To have regular contact with other internal teams within Equiteq to ensure smooth communication across groups and sharing of best practices
- To conduct research and analysis on Equiteq's clients and prospects as well as industry sub-sectors and contribute ideas for those clients and prospects
What are we looking for
Knowledge & Experience :
3+ years investment banking experience from an investment bank, boutique or accountancy firmGood knowledge of M&A and the ability to apply skills creatively to diverse client needsBusiness services / consulting sector M&A experience highly valued but not essentialExperience in reviewing Analysts' work models & valuationsAssisting with Analyst training, mentoring and pitch presentationsExperience in leading aspects of client pitchesSound judgment, particularly in valuation matters, with strong analytic skillsAbility to talk through previous deals comprehensively when quizzedAttributes :
Results driven and able to perform well under pressure and against tight deadlinesStrong analytical and numerical skills that put you at ease with financial dataProven team player who can effectively interact with a wide variety of internal groups and clientsStrong multi-tasking skillsProficiency with MS Office applicationsDemonstrate strong commercial acumen, confident presentation ability and an inquisitive mindOur values
At Equiteq, our values are central to what we do and how we show up for our colleagues and clients :
Achievement : We are driven by attaining measurable success for our clients, our colleagues, our firm and ourselves.Empathy : We are excellent at understanding entrepreneurs. We are comfortable stepping into difficult, uncertain situations and figuring out a path forward, with competent humility. We know when to do the banking work and when to focus on human connections. We treat our clients as the savvy entrepreneurs that they are and listen, so that we can help them realize their vision.Integrity : What we do is consistent with what we say. We define expectations and meet those, every time.Teamwork : We value collaboration; we value our team. We work together to produce the best outcomes for our clients. We gravitate to working in teams even when solo work might be more efficient, easier, or faster.Entrepreneurial : We understand entrepreneurs because we are entrepreneurs ourselves. We all think and act like owners, which means we care passionately about our clients, our reputation, and our successDiversity, equality and inclusion
We are committed to making Equiteq a more diverse and inclusive workplace and recognise that starts with our approach to hiring but does not end. We encourage applications from qualified individuals from all backgrounds and commit that our hiring decisions will be based solely on an assessment of knowledge, skills and experience relevant to our role and our teams.
Skills Required
Research And Analysis, Ms Office Applications