Favorite Parts Of Being An Investment Banking Associate At A Middle Market Investment Bank
Jonathan, a Middle Market Investment Banking Associate, most enjoys the constant learning and exposure to diverse industries and senior leaders inherent in mergers and acquisitions. He highlights learning "how businesses work" and "meeting with...the CFO of the company, [and] listening to the CEO talk," as key aspects contributing to his professional growth.
Financial Modeling, Mergers and Acquisitions, Business Valuation, Leadership Exposure, Industry Knowledge
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Jonathan Freeman
Investment Banking Associate
Middle Market Investment Bank
CWRU
UCSD Master of Finance, UCLA FTMBA
Economics
Finance (Banking, Fintech, Investing)
Finance
Student Athlete
Video Highlights
1. Exposure to various industries and verticals, allowing for broad business learning
2. Evaluation of business growth opportunities and presentation of findings
3. Interaction and learning from senior leaders and company executives
Transcript
What do you enjoy most about being in your current role?
The most interesting thing about being in mergers and acquisitions as an investment banker is learning about new industries. Especially as a junior banker, you're exposed to a lot of different industry verticals. Even if you're in a specific coverage group like consumer or industrials, there are still so many different verticals that your managing directors cover.
You get exposed to all of those, and you learn how businesses work in those different verticals. You also learn how to evaluate the growth upside of a business, because that's what we're selling the companies on. Being able to identify growth opportunities and then present them is a really interesting part of the job.
Additionally, you get exposed to and learn from senior leaders of the firm. Every day, if you're on a live engagement, you're meeting with and speaking with the CFO of the company, and listening to the CEO talk. You meet with these people regularly.
Just hearing them talk about their business, you pick up on and learn a lot of things. Those would be some of the cool parts about the job, especially as an analyst and associate.