Investment Banking Associate Jobs

Open Position:Associate

Start Date:Fall / Winter 2023

Location:Fully Remote

About Whelan Advisory

We are a FINRA registered boutique investment bank with an active practice led by seasoned senior advisors. We specialize in residential real estate and construction, where we represent private and public companies as a sell-side advisor or to raise capital. Our founder has raised over $25 billion throughout her career. The firm offers strategic advice with broad industry expertise, technical market knowledge, independent thinking, thorough attention to detail and dedicated manpower to deliver top results for its clients. As one client stated, “Whelan cut through all the hype and confusion to allow us to really understand our choices and make the best decisions.”

About the Position

This is a unique opportunity for a talented and driven individual to join a leading, industry-focused investment bank. The ideal candidate will take on a wide range of responsibilities in support of the firm’s M&A, private capital markets, and public capital markets transactions, in addition to advancing the firm’s continued growth through internal initiatives. The individual should have strong interest in the residential building industry and be excited to work on a streamlined, dynamic team in a remote environment. Our inclusive and entrepreneurial firm culture offers team members ample professional development opportunities.

Responsibilities

Support of Senior Whelan Advisory Team Members in All Phases of the Firm’s Transactions

• Financial modeling, including traditional valuation and industry-specific methodologies
• Create and maintain marketing, pitch books and valuation materials
• Create ad hoc transaction organizational documents
• Efficiently and accurate organization and analysis of due diligence information
• Creation of Confidential Investor Presentations
• Develop client relationships, working efficiently and accurately in a time-sensitive environment

Strategic Firm Development and Growth

• Create and maintain firm marketing content
• Coordinate firmwide meetings and ongoing internal initiatives
• Recruitment of additional junior and mid level talent over time to support firm’s continued growth
• Track active internal pipeline of current and prospective mandates
• Attend industry conferences and events

Experience, Skills & Requirements

• Self-starter who can simultaneously manage several deals and multiple responsibilities
• Knowledge of real estate, particularly the residential housing sector, preferred
• 5+ years in investment banking or similar client-facing role
• Existing FINRA license preferred
• Extensive experience in PowerPoint, Excel and Word; including development of pitches, business development materials, and marketing documents
• Strong written and verbal communication
• CPA / CFA / MBA beneficial
• Must be authorized to work in the U.S. without sponsorship
• Deep knowledge of corporate finance principles, including financial statement analysis, capital structure analysis, valuation, modeling, investment returns analysis, and similar concepts
• Critical thinker with a strong work ethic

Please share a brief cover letter to include - why are you interested in this position, when are you available to start, if you have any FINRA licenses. Also, please confirm that you're in the U.S. and authorized to work here (no work permits available).