B. Riley Financial

Securities: Associate, Investment Banking

B. Riley Securities

Investment Banking Associate

B. Riley Financial provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley Financial is headquartered in Los Angeles with offices across the U.S. as well as an international presence. For more information, please visit www.brileyfin.com .

B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. B. Riley Securities formerly operated as B. Riley FBR following the merger of B. Riley & Co. and FBR & Co.

We are seeking a full-time Investment Banking Associate. The base salary for this position is $120,000 to $165,000.

The Investment Banking Associate will work closely with senior bankers to execute transactions and/or advisory assignments on behalf of the Firm’s clients. The successful candidate will provide analytical, quantitative and process support for the team.

Duties of this position include, but are not limited to the following:

  • Build and maintain financial statement and modeling analysis
  • Serve as the project manager on teams; help to manage the deal process from origination to execution
  • Involved in both corporate finance and M&A
  • Conduct due diligence for potential transactions
  • Prepare pitch books and presentations for client meetings
  • Develop and prepare marketing presentations, analyze client equity and fixed income portfolios, research current trends and assist with trading and offer general client service and team support
  • Organize and prepare drafting sessions and road show presentations
  • Train and mentor the junior staff
  • Perform other duties as assigned

Education, Experience And Skills Required

  • Strong educational background with coursework in finance and accounting, MBA or promoted as an investment banking analyst preferred for Associate level
  • Three to five years of Investment Banking experience or equivalent in private equity, corporate development, and or/ consulting
  • Securities Industry Essentials (SIE), Series 79 and 63 licenses are required
  • In-depth Understanding of the fundamentals of accounting and financial statement analysis, and hands on experience with financial modeling and corporate valuation analysis
  • Working knowledge of deal structuring and closing principals
  • Experience managing due diligence process in M&A transactions
  • Proven ability to work well in a fast-paced, team-oriented environment
  • Strong verbal and written communication skills, with ability to articulate complex concepts
  • Advanced user of Excel and PowerPoint
  • Enthusiastic team player

B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

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  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Other, Information Technology, and Management
  • Industries

    Financial Services

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