KippsDeSanto - Investment Banking Associate

Discover Financial
United States
Full timeUSD 160,000 - 225,000 annuallyFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: bachelorsSkills: ["Financial analysis","Client management","Due diligence","Presentation development","Mentoring"]

Execute middle-market investment banking transactions across M&A, private financing, and strategic advisory for clients in aerospace, defense, government services, and enterprise technology. Support deal execution end-to-end by preparing financial analyses, building models and valuations (including DCF/LBO), conducting industry and company due diligence, and creating client marketing and pitch materials. Collaborate on transaction deliverables, attend client meetings, and help develop client and advisor relationships while mentoring junior team members.

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Discover Financial
Discover Financial
1 month ago

KippsDeSanto - Investment Banking Associate

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Job Summary

Execute middle-market investment banking transactions across M&A, private financing, and strategic advisory for clients in aerospace, defense, government services, and enterprise technology. Support deal execution end-to-end by preparing financial analyses, building models and valuations (including DCF/LBO), conducting industry and company due diligence, and creating client marketing and pitch materials. Collaborate on transaction deliverables, attend client meetings, and help develop client and advisor relationships while mentoring junior team members.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Prepare, analyze, and explain historical and projected financial information for transactions.
  • •Manage and assist with the preparation of financial models and business valuations.
  • •Conduct industry and company-specific due diligence for deals.
  • •Create client marketing presentations, memoranda, and other deliverables.
  • •Draft and collaborate on pitch presentations and attend client meetings.

Pay and Benefits

Salary: USD 160,000 - 225,000 annually

Key Requirements

  • •Bachelor's degree or military experience.
  • •At least 3 years of investment banking, private equity, or transaction advisory experience focused on Mergers & Acquisitions.
  • •Bachelor's degree in finance, accounting, business management, or economics.
  • •Financial modeling experience including DCF and LBO valuations.
  • •FINRA licenses: 63, 79, and SIE.
Experience:3+ yearsInvestment bankingM&APrivate equityTransaction advisoryAerospace & defense
Education:Bachelor's
Skills:Financial analysisClient managementDue diligencePresentation developmentMentoring
Licenses:FINRA Series 63FINRA Series 79FINRA SIE
Certifications:FINRA Series 63FINRA Series 79FINRA SIE

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn