CastleOak Securities
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, New York, United States · Senior · Full-time
Sponsorship not specified$125k-$150kDetected 1 day ago
Financial ModelingFinancial AnalysisAccountingExcelValuationM&AResearchLeadershipMentoringPublic SpeakingGAAP
About the role
- The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory.
- As a smaller, nimble firm, our size is our competitive advantage.
- Joining our entrepreneurial team offers you significantly higher internal visibility, direct access to senior leadership, and an accelerated career trajectory compared to larger institutions.
Responsibilities
- As a generalist, you will support the firm's team of senior bankers who have relationships and industry expertise spanning a variety of verticals including Telecom, Technology, and Industrials.
- Design, build, and present financial analysis, valuation models, and pro forma financial modeling.
- Design and draft sell-side marketing documents, including teasers, confidential information memoranda (CIMs), and private placement memoranda.
- Manage, mentor, and cultivate junior team members by providing consistent, constructive performance feedback.
- Analyze M&A trends across industries to drive client engagement and deal origination.
Requirements
- Technical Skills: Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
- Bachelor's degree in Finance, Economics, Accounting, or a related business field.
- Strong accountability, exceptional professional ethics, and an ability to thrive in a high-growth, generalist environment.
Nice to have
- Active FINRA Series 79 and 63 licenses (or SIE equivalent)
- or willingness to obtain them within 3 months of hire.
- Prior experience managing or mentoring junior team members.
- Please do not solicit employees of the firm directly regarding open positions.
Skills
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
- Financial Knowledge: Strong grasp of US GAAP, merger accounting, and M&A takeover principles.
- Execution
- Core Attributes: Strong accountability, exceptional professional ethics, and an ability to thrive in a high-growth, generalist environment.
- Previous Associate or Analyst experience within a specialized M&A Advisory unit of an investment bank.
- Active FINRA Series 79 and 63 licenses (or SIE equivalent); or willingness to obtain them within 3 months of hire.
- Proficiency using financial databases such as PitchBook, S&P Capital IQ, or FactSet.
- Additional Details/Benefits
- Work Type: Full-time, Hybrid (3 days in-office, 2 days remote)
- Travel: 20%-30%
Compensation
- $125,000 - $150,000 base salary, eligible for a performance-based discretionary bonus
- $125,000 - $150,000 USD
Benefits
- Company-paid $300,000 life insurance policy, alongside comprehensive health and retirement packages.
- 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).
- We offer a competitive total rewards package including:
- Commuter benefits
- Company-paid life insurance, short-term and long-term disability insurance
Company info
- We are a deeply collaborative, people-first firm that prioritizes employee well-being, offering a highly competitive hybrid work environment and robust benefits that demonstrate how much we value our team.
Visa & Work Authorization
- tion 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), ph
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