Yellow Cardinal M&A - Investment Banking Associate

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Lead financial modeling, valuation analyses, and transaction scenario planning.
• Manage the preparation of confidential information memoranda (CIMs), buyer lists, and presentations.
• Oversee analysts’ work, ensuring accuracy and clarity in deliverables.
• Coordinate due diligence processes with clients, buyers, and advisors.
• Assist in negotiations by providing financial insights and transaction structures.
• Build relationships with clients and support business development activities.
• Provide mentorship and training to junior team members.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–6 years of relevant experience
• Advanced proficiency in corporate finance, investment banking practices, and valuation.
• Strong project management skills with ability to manage multiple workstreams.
• Effective client-facing communication and presentation skills.
• Ability to synthesize financial and market data into actionable recommendations.

Preferred Knowledge and Skills

• Series 79 and 63 licenses

Level of Complexity and Scope

• Manages execution of client projects with moderate independence.
• Acts as a bridge between analysts and senior consultants/partners.

Degree of Independence and Decision-Making

• Provides recommendations on transaction structures and strategies.
• Exercises judgment in managing client deliverables and workflow.

Required Supervisory Responsibilities

• Mentorship of analysts

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional travel to client sites.

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.