Global Investment Banking – M&A Associate

at  Robert W Baird

Position: Investment Banking Associate
Division: Global Investment Banking
Location: Frankfurt
Reports to: Head of European Investment Banking, Head of DACH Investment Banking

Key tasks:

• Providing quantitative, qualitative and analytical support and analysis for mergers and acquisitions and other financial advisory services to clients across a variety of industries.
• Preparing company valuations, financial models and client presentations.
• Due diligence, project management, document processing and financial/statistical analysis.
• Depending on experience, Associates can range from No.2 to No.4 on advisory teams.
• Associates may be assigned specific departmental responsibilities, including in relation to business development activities.

Key competencies and skills:

Associates should have established the following:

• A thorough understanding of accounting practices and ability to undertake detailed financial analysis
• Financial modeling skills
• Writing skills
• Presentation skills (primarily in terms of preparation of presentations)
• Time and project management

Associates should have established/be establishing the following:

• Commercial judgment and awareness
• Transaction execution skills
• Presentation skills (both preparation and delivery)
• Negotiation skills
• People management (in particular the development of analysts and taking responsibility for their output)
• Client relationship skills
• Thorough regulatory and legal knowledge (ideally including the Listing Rules and the Blue Book)
• Stock Market and general economic awareness

This position requires the job holder to comply with the Group’s compliance policies and procedures.
Qualifications/Experience
1. A graduate with a minimum 2.5 or equivalent and

1. Qualified Accountant or Lawyer, or

• completed an MBA, or
• experience in Analyst or equivalent role within an Investment Bank or Industry (other than in exceptional circumstances)

• Providing quantitative, qualitative and analytical support and analysis for mergers and acquisitions and other financial advisory services to clients across a variety of industries.
• Preparing company valuations, financial models and client presentations.
• Due diligence, project management, document processing and financial/statistical analysis.
• Depending on experience, Associates can range from No.2 to No.4 on advisory teams.
• Associates may be assigned specific departmental responsibilities, including in relation to business development activities