Investment Banking Associate

Firm Profile

Ducera Partners is a leading, independent investment banking and strategic advisory firm. We take a collaborative, partnership-based approach to deliver superior results to our clients across a variety of advisory verticals, including mergers and acquisitions, strategic advisory, restructuring and liability management, capital solutions, and risk solutions. Ducera leverages its extensive experience with an execution-focused approach to advise clients through pivotal moments where judgment, creativity, and precision are critical. Founded in 2015, Ducera has advised on over $925 billion in transactions across a variety of industries and has offices in New York, Los Angeles, San Francisco, and Stamford.

Role Overview

Ducera Partners is seeking to expand its team in its Los Angeles office with investment banking team members to assist in deal execution and commercial activities across the broad range of products Ducera offers.  Assignments may include mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital, and frequently involve exposure to new issue advisory services (including ABS related issuances), strategic advisory assignments associated with contingent financial risk and natural disaster, government and public-sector clients.

Team members can expect exposure to assignments focused on the western market, integration on assignments with teams in Los Angeles (primary), San Francisco and New York, and activity driven exposure to advisory opportunities in topical industries and products. Recent power, utility, government and public policy assignments have included advising elected officials and regulators on wildfires/natural disasters, liability frameworks and capital markets implications, and new issuance advisory assignments including achieving the lowest cost on new security issuances.  This role provides experienced investment banking professionals the opportunity to operate at the intersection of corporate finance, strategic advisory, public policy, and capital markets, applying rigorous financial analysis and transaction execution skills to assignments.

Responsibilities

Team members are expected to work on a wide range of assignments across active products and industries (including those identified above). Work will include, but is not limited to:

• Working closely with senior bankers and clients in a lean team setting, demonstrating initiative, ownership, judgment, and professionalism while managing multiple priorities and deadlines.
• Coordinating complex, time-sensitive workstreams across internal teams and external parties, including clients, legal advisors, and other transaction participants.
• Actively participating in transaction execution, developing and reviewing financial analyses and models, developing and reviewing transaction structures, financing alternatives, implementation paths, and scenario analyses as well as supporting senior bankers in client-facing interactions, commercial activities and deal execution.
• Preparing, reviewing, and presenting client materials, including pitch books, strategic advisory presentations, transaction presentations, recommendations, and review of capital markets, ratings and credit perspectives to support discussions with clients and other stakeholders. Work involves developing and presenting perspectives, informed by reviewing substantial amounts of content, third party perspectives and recommendations, legislative and regulatory documents, credit and equity research, market reference points and internal experience.
• Monitoring, tracking, interpreting and informing team on market activity and industry activity, including tracking and maintaining database of comparable transactions, fundamental credit and cost of capital implications, alternative approaches to execution, investor lists, and developments which will inform strategies, future activity, and client recommendations.
• Maintain internal transaction and pipeline tracking tools, ensuring accuracy and organization in a fast-paced, multi-mandate environment, tracking news, legislative and regulatory activity and monitoring for potential opportunities. Over time, take an active role in covering clients and developing business development efforts.
• Manage day-to-day transaction execution workstreams, including senior banker and clients requests and analysis on time with strong attention to detail.
• Providing mentorship, training, and guidance to junior team members.

Qualifications

Ducera Partners seeks to hire individuals who are highly motivated, self-starting, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. Successful candidates will demonstrate a strong background in finance, accounting, economics as well as possess excellent verbal and written communication skills, outstanding project management skills, and exceptional attention to detail. Additional qualifications include but are not limited to:

• Experience in investment banking with strong technical and corporate finance foundation.
• Strong organizational and process-management skills, with the ability to utilize technology and data tools to build and maintain databases, investor and lender relationships, market comps, and transaction pipeline tracking.
• Demonstrated proficiency in preparing client presentations and analyzing company and transaction comparables.
• Highly collaborative and team-oriented professional with a strong work ethic, attention to detail, and the maturity to interface directly with clients, investors, and senior deal bankers.
• Proactive self-starter with an entrepreneurial spirit that is comfortable operating within a lean organization and a desire to play an integral role in business development efforts / strategies across topical industries and products.
• Completion of a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile

Additional Information

Expected annualized base salary range: $200,000 – $250,000.

The annual base salary range reflects the low and high targets of the estimated base salary range for this position. The actual base salary an employee in this role receives may vary depending on a variety of factors, including but not limited to: work location, job-related knowledge, and prior experience. The range listed reflects base salary only, and the total compensation package may include other components.

Ducera Partners is an equal opportunity employer.  We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants.

Investment Banking Candidates: Ducera Partners uses the Suited Assessment as part of our candidate evaluation and recruitment process to expand our consideration of candidates beyond traditional hiring metrics. Information on what is measured by the assessment, Suited’s data retention policies, and how to request a reasonable accommodation may be found here: Resource Guide for Investment Banking Candidates. Completing the Suited assessment is a mandatory part of our recruiting process; however, should you believe that even with appropriate reasonable accommodations enabled you require an alternative selection procedure, please email us at recruiting@ducerapartners.com. To see the results of our AEDT bias audit required under New York City Local Law 144, please click here: IB Assessment - Predictor 13A.