Posted: 8 February 2018


Associates are exposed to a broad range of clients and industries. They develop first-hand knowledge of critical business issues while honing client-management and problem-solving skills. Typically, associates will engage in the following roles:

1. Client Management Support Role

  • Manage the delivery of the financial advisory process and strategy.
  • Manage client relationships that foster client ties.

  • Build a knowledge base of each client's business, organization and objectives.

2. Project Management Role

  • Prepare financial advisory mandate.
  • Execute project work plans and revise as appropriate to meet client changing needs and requirements

  • Manages day-to- day operational aspects of a project and scope.

  • Enforce project standards.

  • Lead due diligence process.

  • Prepare for internal and client engagement reviews and quality assurance procedures.

  • Minimize Bank and Client exposure and risk on project.

  • Ensure project documents are complete, current, and stored appropriately.

  • Ensure projects are delivered on time and within budget.

  • Lead financial analysis, strategic business analysis, due diligence process, and industry research.

  • Contribute to team discussions and client meetings.

  • Provide rapid and accurate market judgments to colleagues and clients.

  • Review indicative terms and conditions for transactions.

3. Internal Team Development Role

  • Act as mentor and role model to Sr. Analysts and Analysts.


  • A graduate degree from a leading university, with a major in finance, accounting, economics, business administration, or a related field.

  • 3-5+ years of experience in investment banking or financial industry is preferred, but not essential.

  • CFA and Financial Advisory license preferred, but not required.


  • High proficiency in working in MS Excel, Word, and PowerPoint.

  • Excellent communication skills, both verbal and written.

  • Ability to work under deadline pressure and detail oriented.                 

  • Excellent problem solving skills, analytic ability, and strong work ethics.

  • Be a team player, must be self-motivated and entrepreneurial.

  • Have very strong quantitative, technical, data management and research skills.

    Candidates interested in an Associate position can submit a cover letter and resume to