Senior Finance and Accounts Specialist in charge of month - end financial reporting and balancing at Keyloop. Enabling digital transformation for car dealers and manufacturers through accounting excellence.
About the role
- Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell-side M&A and supporting a high-performing deal team.
Responsibilities
- Review analyst output and help uphold a consistently high standard of accuracy, professionalism, and presentation quality
- Draft and refine client materials such as pitch books, teasers, CIMs, management presentations, buyer lists, and process communications
- Support origination activities through pitch development, market mapping, target identification, and outreach efforts
- Support execution across M&A, capital raising, and strategic advisory assignments from initial pitch through closing
- Manage diligence processes, virtual data rooms, diligence trackers, and coordination across clients, counterparties, legal advisors, and other stakeholders
- Contribute to broader firm-building initiatives, including recruiting, training, and process improvement efforts
- Conduct company, industry, buyer, and investor research to help inform transaction positioning and business development
- Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses
Requirements
- Strong written and verbal communication skills, with the ability to create polished, client-ready materials
- 2–6 years of investment banking experience with meaningful exposure to sell-side M&A, capital raising, or strategic advisory work
- Undergraduate degree with a strong academic record
- Ability to work with urgency, manage multiple workstreams, and remain composed in a fast-paced environment
- Excellent financial modeling and valuation capabilities
- Demonstrated experience supporting transactions from pitch phase through closing
- Proficiency in Excel, PowerPoint, PitchBook, and other standard investment banking tools
- Series 79 and 63 licenses
- Strong attention to detail, sound judgment, and effective process management skills
Benefits
- Base Salary: Up to $150,000 (commensurate with experience)
- Performance Bonus (tied to deal activity and firm performance)
- Leave: Unlimited PTO
- Additional: Wellness stipends, paid parental leave, and other benefits
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