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Job Responsibilities:

• Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching companies.
• Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement.
  
• Marketing outreach efforts including some cold calling and email marketing.
  
• Assist with managing deal pipeline.
• Support various compliance and control initiatives across the organization.

Job Requirements:

• Strong attention to detail.
• Advanced skills in Microsoft Office (especially PowerPoint and Excel).
• Ability to work in a fast-paced, ever changing, and challenging environment.
• Self-motivated and proactive.
• Excellent communications skills (written / verbal).
• Collaborative team player.
• Must have a positive can do attitude and strong work ethic.
• Strong client management and analytical skills.

Licenses/Certifications:

• SIE, Series 79 and Series 63 preferred.

Educational/Previous Experience Requirements:

• Bachelor's Degree in Finance or Accounting preferred, but not required.
• 1 year of M&A or Transaction Advisory Services related experience strongly preferred.

Requirements

This in an in-office position at our headquarters office in Tysons Corner, VA.