Job Description

Overview

Our 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.

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