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Associate - Investment Banking, M&A

Mergers & Acquisitions

San Francisco, CA

Cowen’s M&A team is seeking an experienced Associate or Vice President to be based in San Francisco. The successful candidate will join a lean, focused team with experienced bankers hailing from bulge bracket and elite boutique banks.  The group’s mandate is to grow the firm’s strategic advisory dialogue through sourcing and executing M&A transactions in partnership with leading industry coverage groups, including Healthcare, Cannabis and Technology. 

The successful candidate will be responsible for managing and executing a wide range of complex transactions including mergers and acquisitions, public company corporate preparedness and takeover defense, leveraged buyouts, carve outs & divestitures, and structured transactions including product licensing and joint ventures. He or she will also play a critical role in developing junior professionals in the M&A and other groups.

Responsibilities:

Specific responsibilities include:

  • Managing deal execution and project management throughout the transaction
  • Interacting with senior Cowen team members and client management teams daily to execute transactions and discuss strategic alternatives
  • Preparing presentation materials and participating in and leading M&A marketing meetings with key clients
  • Overseeing and directing detailed valuation analysis, and transaction modeling
  • Resolving complex financial, accounting, tax and structuring issues
  • Providing leadership, mentorship and supervision to Associates and Analysts

Qualifications:

Candidates must have a strong background in investment banking underpinned by solid quantitative and analytical skills.  He or she should be able to think creatively about a range of strategic issues confronting the firm’s clients and have an exceptional grasp on accounting, valuation, finance, and business strategy.  Specific qualifications include:

  • Bachelors’ degree from a leading university
  • MBA, J.D. or CFA charter is a plus
  • Minimum of 3 years working in investment banking with significant M&A transaction experience – public market transactions a plus
  • High levels of ethics, integrity and judgment
  • Ability to comfortably interact with senior clients in a professional setting
  • Strong intellectual curiosity
  • Comfort in and commitment to a teamwork environment
  • Highly organized, detail oriented and proactive
  • Exceptional written and verbal communication skills