M&a Advisory Associate - New York, United States - CastleOak Securities, L.P.

Description

CastleOak Securities, L.P.

("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.

Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).

Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion.

CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

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• We offer a competitive total rewards package including:_

- _Hybrid workplace: work from home 2 days per week_
- _Health insurance: competitive medical, dental, and vision programs_
- _Commuter benefits_
- _401(k) with a company match_
- _Charitable contribution match program for employees_
- _Company-paid life insurance, short-term and long-term disability insurance_
- _Paid time off: vacation, personal days, sick leave, etc._
- _Intentional culture celebrations and social outings_


Position:


Essential Responsibilities:

The M&A Advisory Senior Associate will lead or manage the following deal execution processes:

• Conceive, orchestrate, and deliver customized financial analysis, valuation work, and pro forma financial modeling;
• Research, write, and structure clientready presentations including pitchbooks and responses to competitive RFPs;
• Conduct tailored new acquisition screens, identify bolton acquisition targets, and spearhead rollup consolidation studies for Investment Banking & Advisory clients and prospects;
• Draft engagement letters on new M&A Advisory mandates;
• Design and draft sellside decks and marketing documents (e.g., teasers, confidential information memoranda, private placement memoranda, etc.)
• Conduct financial and transactional due diligence;
• Help identify and contact potential buyers and sellers;
• Source optimal financing alternatives to facilitate selected M&A Advisory mandates;
• Interface internally with stakeholders such as compliance, finance, and legal for internal approvals or to accomplish tasks; and
• Review, analyze, and negotiate NDAs, LOIs, term sheets, and definitive purchase agreements.

Required Qualifications:

• Strong analytical, financial modeling, writing, and presentation skills
• Excellent listening, market positioning, and marketing skills
• 2+ years of M&A advisory deal execution experience
• Proven ability to meet deadlines and manage multiple simultaneous projects
• Knowledge of US GAAP., merger accounting, and M&A takeover principles
• Genuine commitment to teamwork
• Outstanding achievement in academics, employment, and personal endeavors
• Ability to thrive in an entrepreneurial, roll up your sleeves, resultsdriven environment
• Exceptional ethics, accountability, and integrity
• Proficiency in using Microsoft Excel, Word, and PowerPoint

Preferred Qualifications:

• Previous associate or financial analyst experience within a specialized M&A Advisory unit of an investment bank is highly preferred
• Previous management experience is a plus
• Securities Industry Essentials (SIE) exam, FINRA Series 79 and 63 licenses, or obtain within 3 months
• Proficiency in using PitchBook and S&P Capital IQ
• Location: _New York, NY

- % Travel: _20‐30%

• Work type: _Full‐time, hybrid

Expected salary range:
$125,000-$150,000; eligible for discretionary bonus

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law._