Job Description

We are seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity, aligning with Forbes Partners' forward-thinking strategy.

Key Responsibilities

• Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.
• Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment. Lead team members who are both local and remote.
• Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm's efficiency in executing deals.
• Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables.
• Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle.
• Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing Forbes Partners' vast network of strategic acquirers, private equity groups, and non-traditional lenders.
• Process Optimization: Leverage Forbes' rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes.
• Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.

Qualifications

• 4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
• Demonstrated ability to manage and close transactions independently, with a client-centric approach.
• Experience managing and mentoring junior team members, fostering growth and collaboration.
• Excellent proficiency in financial modeling, valuations, and transaction material preparation.
• Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
• Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders.
• Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
• MBA, CFA, or equivalent professional designation preferred but not required.
• Series 79 & 63

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