Associate
Olsen Palmer LLC is seeking an Associate for its Washington, D.C. office. The candidate will work directly with and for the firm’s senior bankers across and throughout current and prospective client engagements.
The ideal candidate will have direct experience in bank & thrift M&A or comparable appreciable experience in investment banking, commercial banking, management consulting, or accounting. The candidate must be conscientious, mature, and poised, as they will immediately become a critical member of the deal team, interacting directly with clients. The candidate should also possess exceptional quantitative abilities, advanced proficiency with Excel, PowerPoint and Word, strong oral and written communication skills, refined organizational and time management capabilities, and an ability to succeed in a small-team setting.
Areas of responsibility will include:
Preparing financial and valuation analyses
Creating, manipulating, and reviewing pro forma merger models
Creating client presentations and pitch/marketing materials
Drafting offering memorandums for M&A transactions, preparing fairness opinion presentations, and analyzing/preparing offers for M&A transactions
Supporting client relationships, attending client meetings, and interacting directly with clients at relevant stages of live engagements
Managing and assisting in due diligence for M&A transactions
Researching deal-specific and/or business development matters including market, economic, and demographic data; company information; and competitive analysis
Training and mentoring analysts and interns
Interest in ascending to a senior banker position at an accelerated pace over time and willingness to develop proficiencies in the skill sets required to make such a transition
Targeted credentials include:
2+ years experience exclusively or predominantly in investment banking, particularly in financial institutions M&A, or comparable in-house corporate buy-side M&A experience
Fluency with financial institutions / depository financial statements
Proficient with S&P Global Market Intelligence
Strong undergraduate academic credentials from a top tier school with a preferred major in Finance, Accounting, or Economics
Motivated, conscientious, creative, mature, and poised
Strong analytical skills and attention to detail
Excellent verbal and written communication skills
Ability to multi-task, work efficiently, and meet deadlines
SIE Exam and Series 79 and 63 certifications strongly preferred
To apply, please submit a cover letter and resume to careers@olsenpalmer.com with the subject title “Associate Application.”