Investment Banking Associate - ESOP
PCE Investment Bankers | M&A | ESOP | Valuation
Job Description
Direct message the job poster from PCE Investment Bankers | M&A | ESOP | Valuation
Investment Banking | ESOP | Valuations | Advisory
About the Company
PCE is a diversified company providing various financial services targeted to middle-market public and private businesses. We have created a unique environment based on teamwork and inter-disciplinary cooperation while simultaneously emphasizing the importance of family. We offer colleagues the flexibility to align their personal and professional goals through remote working options, generous PTO, and a wide array of benefits.
About the Role
PCE seeks an Associate to join our Investment Banking group specializing in Employee Stock Ownership Plan (ESOP) transactions. Associates work in small, client-focused teams within the ESOP Investment Banking group devoted to helping PCE’s clients achieve their financial and strategic objectives.
Responsibilities
- Managing ESOP feasibility studies
- Writing offering memorandums
- Generating buyers lists
- Researching and compiling market data
- Performing other duties and special projects
Qualifications
- Bachelor’s degree in finance or accounting
- 3-7 years’ experience in financial advisory services
- Direct experience with financial statement analysis
- Financial modeling or valuation experience
- Strong accounting or finance background
- Excellent quantitative, writing, and communication skills
Required Skills
- First-rate interpersonal skills
- Ability to work in a team environment
- Entrepreneurial drive and spirit
Preferred Skills
- Experience with Employee Stock Ownership Plans (ESOPs)
- Experience in financial advisory services
PCE is unable to sponsor applicants for work visas.
Equal Opportunity Statement
PCE is committed to diversity and inclusivity.
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Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
FinanceIndustries
Investment Banking and Financial Services
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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