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Associate, Corporate Finance

Company: KB Financial Companies, LLC
Location: Princeton
Posted on: June 23, 2022

Job Description:

KB Corporate Finance, LLC ("KBCF") is seeking an Associate-level professional to join its dynamic Corporate Finance Group to drive client and corporate development capture. -KBCF provides Mergers & Acquisition and Corporate Advisory services to private business owners and their families. -KBCF specializes in consumer products, healthcare, transportation and logistics, as well as industrial & niche manufacturing industries. -This individual will have an opportunity to build a broad array of skills and will have a diverse set of responsibilities, including developing and maintaining relationships with private equity firms, family offices, as well as private business owners and their families. -This is individual will also have opportunities to develop opportunities for KB Wealth and KB Family Office.KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients. -With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and investment banking. -At KB Financial, our strength lies in the power of integration. -To identify opportunities requires a deep understanding of the varied elements of each client's financial landscape. Our multi-disciplinary team takes a holistic look at our client's entire ecosystem which allows us to see the full picture, identify important synergies and uncover any opportunities that may have been overlooked. -This approach is different, and different drives better outcomes. -KB Financial coordinates essential wealth management activities through our captive entities. KB Wealth, LLC, a Registered Investment Advisor and Insurance Agency, provides investment advice, financial planning, insurance solutions and corporate retirement plan consulting. KB Family Office, LLC offers family office services, corporate and business advisory, structure and transaction consulting, tax and estate planning and compliance services.Position Responsibilities

  • Prepare Excel-based financial models and valuations; prepare PowerPoint client presentations, marketing materials, and management presentations for clients; create and maintain Data Rooms; interact with clients, their management teams, and advisors. - - - - - - - - - -
  • Develop, and maintain relationships with Private Equity firms and Family Offices through daily outreach to Private Equity sponsors, financial intermediaries, business brokers, and operating companies. Maintain relationships with the above firms through monthly, quarterly, or semi-annual calls and in-person meetings.
  • Integrate KB Corporate Finance opportunities with KB Wealth & KB Family Office to develop adjacent opportunities for the firm's core service offerings.Candidate Profile
    • Confident, outgoing personality. Self-starter with entrepreneurial mindset and intellectual curiosity. -Teamwork essential.
    • 3-5 years of relevant work experience (Investment Banking, Private Equity, Family Office, or Corporate M&A).
    • Ability to simultaneously manage multiple projects in a time-sensitive environment.
    • Attention to detail, organized.
    • Strong Microsoft skills, including Excel, PowerPoint and Word. -

Keywords: KB Financial Companies, LLC, Trenton , Associate, Corporate Finance, Accounting, Auditing , Princeton, New Jersey

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