Job Description
Job Description
Overview
My client is a boutique financial advisory firm specializing in complex mergers and acquisitions, capital markets, and ESOP transactions. They focus on creating value, liquidity, and strategic planning for middle-market, family- and founder-owned businesses. The firm also manages an investment fund to support their clients and structured transactions. Formed by a partnership of former clients and professionals, the firm combines sell- and buy-side expertise to offer a comprehensive advisory and investment model.
Job Description
The team plays a crucial role in the success of client projects by providing strategic input and overseeing process execution. The firm seeks highly curious, self-motivated, and collaborative leaders to join their entrepreneurial and growing enterprise.
Key Responsibilities:
- Act as the primary project manager, providing leadership to both junior and senior team members.
- Analyze and explain historical and projected financial information for clients.
- Conduct due diligence, financial modeling, and process execution for various transaction types, including ESOPs, M&A transactions, and capital market transactions.
- Perform and review in-depth company valuations using multiple financial methodologies.
- Work in a fast-paced environment with competing demands and meet project deadlines.
- Collaborate with senior team members and report directly to them.
- Prepare and review presentations for boards, confidential information, management, and other purposes.
- Develop complex cash flow models incorporating leverage transactions, ESOPs, and tax strategies.
- Build relationships and provide mentorship to junior team members.
- Support senior team members in business development efforts.
- Establish and maintain relationships with senior management-level client representatives.
- Utilize an entrepreneurial mindset to drive successful outcomes for the firm and its clients.
- Perform other duties as required to support the firm's growth.
Qualifications:
- Strong commitment to the firm's vision, values, and market positioning.
- Critical thinking skills to navigate complex structures and develop innovative financial analyses and presentations.
- Desire to build a leading financial services platform and a distinguished career.
- Ties to the Minneapolis-St. Paul community and willingness to work from the North Loop office.
- Excellent communication skills, with a focus on project management, financial analysis, and client relations.
- Strong knowledge of investment banking, accounting, tax, and finance.
- Ability to travel as needed.
- Capability to manage multiple projects simultaneously.
- Positive attitude, high performance standards, and attention to detail.
- Self-motivated and willing to work long hours to meet project demands.
- 3+ years of experience in investment banking, leveraged lending, or private equity, with exposure to ESOPs being a plus.
- Undergraduate degree in accounting, finance, economics, or a related field with a 3.5+ GPA.
Salary Range
The firm offers significant advancement opportunities and competitive compensation, including potential equity incentives and other benefits. The base salary ranges from $125,000 to $175,000 annually, with potential for higher compensation for senior associates. The firm also offers a competitive bonus program, health, dental, vision, and other benefits.
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.
By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.
We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.
From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.
Company Description
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.