Summary of the position
Credit Agricole CIB is seeking an Associate III to work within its Global Investment Banking Department in New York, NY, on the origination and execution of Mergers & Acquisitions.
This M&A Associate position requires strong leadership qualities, good business “instinct”, and the ability to work independently and on many projects with different team members.
Responsibilities
- Work closely with various sector and product teams to execute buy-side and sell-side M&A
- Extensive financial modeling in preparing company-specific financial analysis and conducting valuation analysis using various methodologies
- Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans
- Manage projects in a client-facing role, including liaising with clients, potential buyers, clients’ other advisors, and team members from across the bank
- Participate in business and financial due diligence involving interaction with management teams, accountants, lawyers, consultants and customers
- Liaise with coverage, sales and trading professionals and other product groups in preparing transactions and other ad-hoc requests
- Identifying opportunities and building a client network
- Training and supervision of junior resources
Qualifications/Education Required
Bachelor’s Degree in Finance or related field
MBA a plus
Experience Required
Min 5 years of Investment Banking related experience, or in a transaction services team with a strong modeling exposure
Exposure to infrastructure modeling is a significant plus
Specialist Training Required
CFA a plus
Approved Person Registration
SIE, Series 7, 63 and/or 79
Competencies Required
Excellent communication skills
Excellent analytical skills
Experience must include either executing M&A transactions
Must possess the following skills: smart, personable, strong writing, & financial modeling skills
Proficient in Excel & PowerPoint
Strong work ethic
Skills & Knowledge Requirements
Quantitative and technical
Strong technical skills – Well established knowledge of financial modeling (Discounted Cash Flows, Merger Models and LBO analysis) with an ability to work independently on financial models
Good understanding of what each particular situation calls for in terms of financial analysis – ability to make decision on financial analysis and capacity to teach analysts to develop modeling and analytical skills
Communication and business development
Strong oral and written communication skills
Translate senior members’ transaction ideas into a written document – ability to elaborate pitches with some guidance from senior team members
Group coordination and training
Multi-task
