Investment Banking Associates

Aspiring associates must have at least two years of experience as an investment banking analyst or other applicable experience (e.g., private equity, corporate development, etc.).  

Associates must have excellent communication skills in order to interact effectively with team members and supervisors, to make effective presentations, and to articulate complex ideas. As supervisors, associates need leadership skills, patience, a positive and encouraging attitude, and teaching ability, as well as a knack for assessing their analysts’ strengths and weaknesses and play to these strengths. Other important traits include keen attention to detail, organizational and time-management skills, excellent judgement, the ability to multi-task, and high levels of motivation and initiative. Finally, successful associates have an excellent command of corporate accounting and financial concepts, a deep understanding of merger and acquisition mechanics, advanced Microsoft Excel expertise, and a mastery of PowerPoint.