Create realistic Excel modeling tasks based on investment banking or M&A experience, solve each task, and write precise yes-or-no criteria to evaluate AI-generated work.
Investment Banking Associate - Public Private Partnership Transaction Advisory
π Description
- Participate in the execution of PPP transactions.
- Develop complex financial models, including macros and VBA programming.
- Assist with due diligence processes and manage third-party advisors.
- Prepare client presentations and participate in client discussions.
- Research business development opportunities and create and maintain marketing materials.
- Take on increasing responsibility across deal workstreams and client relationships.
π οΈ Requirements
- A minimum of 2-3 years of experience in PPP transactions, including financial modeling
- Ability to concisely communicate complex concepts and ideas verbally and in writing
- Ability to take initiative and work independently with minimal supervision
- Desire to assume increasing levels of responsibility and seek solutions to complex problems
- Committed to producing accurate and thorough work product under tight deadlines
- Ability to learn quickly and adapt in a fast-paced work environment
- Resilient mindset in the face of adversity
- Ability to work effectively in a team environment
β¨ Benefits
- Uncapped performance-based bonus.
- Employee ownership program beginning after the first full fiscal year of employment.
- Paid sabbatical every two years of employment.
- Comprehensive benefits, including extended health care.
Full job description
Our Firm
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous recent industry rewards, including Financial Advisor of the Year in North America by P3 Awards (2024), Proximo (2022), and IJGlobal (2021).
The Opportunity
Our Associate program is designed to cultivate the quantitative and qualitative skills necessary to excel in an investment banking career. You will receive both formal and on-the-job training throughout your tenure. You will gain increasing levels of responsibility as you progress in your career, from overseeing the execution of financial model-related tasks, to managing multiple deal workstreams, to leading client relationships. You will be given unparalleled exposure and opportunities, including the chance to lead numerous transactions. As a result, our team members often achieve accelerated career growth and earn industry recognition. You will be recognized and rewarded for your individual performance within a close-knit team and meritocratic culture.
Your Contribution
As an integral member of the global public-private partnership (P3) advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.
Your role will include:
Participating in the execution of PPP transactions
Developing complex financial models, including the use of macros and VBA programming
Assisting in the management of due diligence processes, including managing third-party advisors
Preparing client presentations and actively participating in discussions
Researching potential business development opportunities
Maintaining marketing materials for the firm, including creating pitches to be presented to potential clients
As a member of a high-performing team working in a fast-paced environment, there will be times where you will be required to work beyond a normal workday or workweek to fulfill the responsibilities of the role.
Our Differentiators
Breadth of experience and level of responsibility
Exceptional level of responsibility on complex transactions, allowing for rapid career progression
Opportunities to work on large global transactions
Training
Continuous internal training program
Internal leadership development program
Culture and approach
Entrepreneurial culture with a flat organization structure
Direct exposure to Partners and senior management across Agentis' offices
Defined path to achieving Partner, with all individuals entering the organization receiving the opportunity to become a full Partner in the business
Compensation and employee ownership
Uncapped performance-based bonus
Employee ownership program that commences for all individuals from the end of their first full fiscal-year of employment
Other benefits
Paid sabbatical every two years of employment
Comprehensive benefits including extended health care
Your Skills and Experience
A minimum of 2-3 years of experience in PPP transactions, including financial modeling
Ability to concisely communicate complex concepts and ideas verbally and in writing
Ability to take initiative and work independently with minimal supervision
Desire to assume increasing levels of responsibility and seek solutions to complex problems
Committed to producing accurate and thorough work product under tight deadlines
Ability to learn quickly and adapt in a fast-paced work environment
Resilient mindset in the face of adversity
Ability to work effectively in a team environment
Position Type
Permanent Full-Time
Desired start date: Immediately
Location: Remote
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