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Senior Analyst, Investment Banking

Company: Palm Tree LLC
Location: Los Angeles
Posted on: September 21, 2023

Job Description:

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We provide a sole source for integrated investment banking, transaction support, and strategic finance services that enable businesses to better prepare for and execute on transactions, transitions, and transformations. Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently, to realize advantageous outcomes in strategic events, and to create value. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives. Teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. Palm Tree understands the time-sensitive, demanding expectations of M&A to deliver advantageous outcomes to clients. What we offer:

  • Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms
  • An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people's skillsets inside of fast-paced M&A environments
  • Working with top private equity firms, M&A advisors, and corporations
  • Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization A principled culture that lives its core values through the actions of the firm and its individuals High performing, yet supportive and interconnected teams throughout the organization Highly competitive salary, bonus, and benefits structure
  • A flexible, hybrid work environment with access to open office plans in strategic market Who we are seeking:
    • An investment banker -with proven -successful -end-to-end sell-side reps
    • A qualified investment banker -seeking greater exposure across multiple industries and types of engagements
    • A motivated & qualified investment banker -who feels "stuck" in their -present position and is -seeking -accelerated growth in -meritocracy About the position: Palm Tree's investment banking division received its introduction letter from FINRA in October 2020, as an extension of Palm Tree's consulting division, founded in 2010. As a now fully licensed broker/dealer, Palm Tree is able to extend its suite of M&A services, offering clients any number of capital markets solutions, as well as deal origination and execution. - This role is an add-to-staff position forPalm Tree's growing Investment Banking team. The ideal candidate will be a professional who has 2+ years of deal execution experience in an investment banking setting and will thrive in an entrepreneurial environment as we further institutionalize the bank's processes and structure. Responsibilities & Duties:
      • General management of transactions and client relationships -and communicating with clients throughout the process
      • Helpt to create of the financial models, including LBOs, M&A, and financing models
      • Help to development of pitchbooks, investment memorandums, supplemental marketing materials
      • Support discussions and collaborate with clients to build assumptions for the financial models and investment memorandum creation
      • Collaborate directly with Palm Tree's Vice Presidents and Managing Directors in both marketing material creation and investor outreach
      • Support the coordination of investor due diligence, go-to-market strategy and outreach Qualifications & Requirements: The most qualified Senior Analyst candidates will have 2+ years of prior work experience in investment banking. In addition to demonstrating a strong work ethic, being well organized, and capable of multi-tasking on more than one assignment at a time, candidates should have sound technical skills and advanced proficiency in Microsoft Excel and PowerPoint. Other qualities we look for in a candidate:
        • Is dedicated to delivering high-quality work products and always pushing themselves to do their best
        • Is committed to a "team first" atmosphere and has the will to support their teammates and learn from those around them in each engagement
        • Is proactive, motivated, and has a self-starter attitude with a desire to continuously improve
        • Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail
        • Has an ability to "stay cool" under pressure and thrive in demanding work environments
        • Has excellent written, presentation, leadership, and interpersonal communications skills
        • Is highly organized with strong project management skills Our Commitment to Diversity Inclusion, Equity, & Access Our people are our greatest asset. As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish. We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more. Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each member of our team. Compensation: The Senior Analyst position offers a base salary ranging from $100k-$150k with a top-of-industry performance-based bonus. The final title and compensation will be based on the candidate's day-1 capabilities, determined by the interview process and case study. -Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, as well many other fringe benefits. *Palm Tree requires 5% - 35% travel with the ability to work remotely, and with offices in the L.A., Chicago, Detroit, and Dallas markets* Who referred you to this position? Enter their first and last name here. Are you willing to relocate?* What's your citizenship / employment eligibility?* College or University* LinkedIn Profile URL: Desired salary* References: Please enter names and contact information:

Keywords: Palm Tree LLC, Los Angeles , Senior Analyst, Investment Banking, Professions , Los Angeles, California

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