About the Role
This role within the Business Services team in New York will provide M&A and strategic advisory services in North America, while also supporting global colleagues on international projects. The New York office plays a critical role in achieving the firm's objective of being the world's most successful independent advisory investment bank.
Responsibilities
- Execute live deals in and across multiple verticals and sub-industries within Business Services, including sell/buy side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory, and Equity Advisory.
- Oversee and assist in financial modelling, valuation, comparable and relative value analyses, and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities.
- Spearhead analysis of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers, and equity and debt capital market events.
- Draft client pitches and marketing materials, including acquisitions, disposals, mergers, refinancing, and equity capital market alternatives, as well as associated internal documentation.
- Conduct quantitative and qualitative economic, industry, and company research and analysis.
- Manage analysts and oversee various work streams.
- Attend client meetings, industry conferences, and external training sessions.
- Adhere to all compliance regulations and confidentiality policies.
- Contribute to Rothschild & Co’s firm culture, and recruiting, training, and development efforts.
Requirements
- Prior M&A experience at an advisory firm or investment bank required.
- Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis.
- Ability to provide direction and leadership to build a strong team environment and effective relationships across individuals, teams, business lines, and geographies.
- Ability to build long-term, professional relationships that add value to the client and lead to business expansion.
- Experience leading client presentations, managing projects, and executing transactions.
- Ability to simultaneously manage several projects in a fast-paced environment to meet critical deadlines.
- Knowledge of the relevant financial and regulatory environments surrounding M&A.
- Advanced Microsoft Office skills (Word, PowerPoint, and Excel).
Skills
- Financial modelling
- Valuation
- Comparable and relative value analyses
- Market-specific analysis
- Three-statement integrated financial models
- Corporate financial models
- Financial statement analysis
- Client presentations
- Project management
- Transaction execution
- Microsoft Office Suite (Word, PowerPoint, Excel)
Location
- New York
Work Type
- Full-time
Experience Level
- Prior M&A experience
- Experience leading client presentations
- Experience managing projects
- Experience executing transactions
Education Level
- Bachelor’s Degree
- MBA or equivalent graduate degree in Finance with prior experience, preferred
Salary/Compensations
- $175,000 - $200,000 per year
Benefits
- Rothschild & Co employee benefits package
- Discretionary bonus
About the Company
- Rothschild & Co is a leading global financial services group with seven generations of family control and over 200 years of history.
- The company possesses expertise, intellectual capital, and a global network to provide a distinct perspective.
- It has 4,600 specialists in over 40 countries across four business divisions: Global Advisory, Wealth Management, Asset Management, and Five Arrows.
- As a family-controlled business built on relationships, Rothschild & Co emphasizes its people and finding the right colleagues.
- The company is committed to an inclusive and supportive environment where different perspectives are valued, focusing on attracting, recruiting, developing, retaining, and progressing high-calibre talent.
Equal Opportunity
- Rothschild & Co North America is an equal opportunity employer.
- Qualified individuals with a disability or disabled veteran may request a reasonable accommodation if unable or limited in ability to use or access the career website.
