Compass Point is a premier full-service investment bank providing a wide range of banking and research services to our clients. We serve as an expert advisor and resource to corporate clients and institutional asset managers including mutual funds, hedge funds, and family offices.
We are seeking a highly motivated and experienced Associate to join our Investment Banking Team located in Washington, DC.
The successful candidate will become a key player in the execution of the firm’s investment banking business. Using your related experience, you will assist senior bankers and will work on multiple projects and transactions at any given time. Associates are exposed to all aspects of sourcing and executing transactions within a fast-growing investment banking practice.
Responsibilities
Prepare detailed financial analysis around existing banking clients, peers and target companies
Create corporate presentations to assist in securing banking engagements
Build financial statements and valuation models for capital market transactions
Assist with the execution of transactions by performing due diligence and preparing document preparation
Serve as liaison between internal and external counterparties
Minimum Requirements and Qualifications
The following are the minimum requirements for this position:
A minimum of 3-5 years of prior experience in an investment banking role
Bachelor’s degree with a concentration in finance, business, or a related field
Demonstrated aptitude for quantitative and qualitative analysis with a proven proficiency with PowerPoint & Excel
Strong financial modeling skills and experience analyzing financial statements
Effective verbal and written communication skills
FINRA SIE, Series 7 and/or 79 licenses
Candidate must be authorized to work permanently in the U.S. This role does not offer sponsorship for work visas.
The ideal candidate will quickly integrate and become a meaningful contributor to the team.
Candidate must be authorized to work permanently in the U.S. Compass Point does not offer sponsorship for work visas.
Compass Point is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, sexual orientation, gender identity, national origin, protected veteran status or disability status.
YOU MUST SUBMIT A RESUMÉ TO BE CONSIDERED FOR THIS POSITION. NO PHONE CALLS. NO EMAILS.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Capital Markets
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