Investment Banking Associate

P&M Corporate Finance, LLC (“PMCF”) is the investment banking division of Plante & Moran, LLC, the nation’s 13th largest accounting and professional services firm headquartered in Southfield, Michigan. With over 1,500 employees, Plante & Moran operates 16 offices across Illinois, Michigan, and Ohio and brings to market a wide array of services ranging from assurance, real estate management, consulting, wealth management, investment banking, and more. PMCF serves as the investment banking group offering merger and acquisition advisory services to middle market clients. PMCF has approximately 25 bankers in the group, making it one of the largest middle market focused investment banks in the Midwest.

The PMCF Associate will be responsible for oversight and accuracy of Analyst duties, including review of modeling, research methodology, and deal wrap up activities. Writes significant portions of Offering Memorandum, pitches and management presentations, and/or oversees the development of such documents. Expanded assignments to include: involvement in strategic discussions surrounding the transaction, establishing buyer research criteria and profiles, preparing documents for various parties, participating in valuation development and analysis, managing some consulting projects or smaller deals.

Assists in planning the approach and writing sections of the selling document, including the outline, format and presentation. May be involved in writing other areas including, investment highlights, business description, industry and growth opportunities.

Conducts and edits buyer research information received from Analysts; insures information is complete and organized. May be involved in completing some research independent of Analysts. Initiates some calls and correspondence to interested buyers; completes necessary follow-up.

Prepares and/or assists in preparation and/or review of valuation analysis to insure information is accurate (historical data, formulas) and preparation of more complicated models.

Acts as point person for information requests from client; participates in negotiations of confidentiality agreements, and other documents used in the transaction. Develops presentation content for management review, and may present at meeting; fields calls from clients, attorneys and other individuals involved in transaction process. Responsible for “client ready” deliverables.

Assists with strategy development, identification of issues and solutions, deal execution and documentation.

Required Skills:Excellent working knowledge of Excel and WordStrong business writing skillsHigh level Power Point skillsStrong understanding of financial modeling and valuation process; needs ability to review and edit models of other staffExcellent interpersonal and communications skills to deal effectively with several types of peoplePossesses business writing acumen to include proper grammar, style and presentation to develop effective documentsProject management skillsStrong organizational skillsAwareness of developments in financial and business marketsPersonal Qualities:Possesses strong team orientationResourcefulOutstanding work ethicDedicatedAbility to work independentlyCreativityRequired Education/Work ExperienceBachelor’s Degree in Accounting or Finance; MBA preferred and/orAt least 3 years experience in an investment bank, in an Analyst role.PLEASE APPLY ONLINE AT:

https://planteandmoran.recruitmax.com/eng/careerportal/Job_Profile.cfm?szOrderID=253116

Our Benefits and Culture:

Our goal is to be the firm-of-choice for current and potential clients and staff. We are deeply committed to our client's success and to help our staff members realize professional and personal fulfillment. We strive to provide an environment that embraces and effectively manages human differences and promotes thought, creativity, and client service. To that end, we offer a number of great benefits, including the choice of several different health care benefit plans and dental and vision coverage. Other benefits include: Short-Term and Long-Term DisabilityBasic Life and Optional Life Coverage 401(k) Tax Savings Plan and Matching Contribution Flexible Benefits Plan Athletic Reimbursement Program Generous Paid-Time-Off PolicyWe thank all who express interest in this opportunity; however only those selected for an interview will be contacted.

P&M Corporate Finance, LLC, an affiliate of Plante & Moran, PLLC, is an Equal Opportunity Employer. It is our policy to provide equal employment opportunity to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, handicap or veteran's status, or status within any other protected group.