Associate

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for four consecutive years (2021 – 2024), and one of Milwaukee’s Best and Brightest Companies to Work For in 2022 and 2023, Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork.

The Associate is an integral part of the M&A team working alongside senior team members on projects related to investment banking services, including business sales and divestitures, acquisitions, and recapitalization.  This position will support investment banking engagements and new business development opportunities.

Principal Accountabilities

The duties identified below are the essential responsibilities of the position:

  • Coordinate and execute M&A transactions
  • Prepare confidential information memoranda, management presentations, marketing materials, and other presentations
  • Perform company and industry research
  • Prepare, analyze, and explain historical and projected financial information
  • Value companies and businesses through multiple methodologies
  • Assist deal strategic planning and marketing
  • Build relationships and maintain direct contact with clients, prospective clients and professional advisors
  • Engage in ongoing personal development in line with the firm’s growth and development strategy

Qualifications

The requirements listed below are representative of the knowledge and skills required. The individual must be able to successfully pass background checks.

Education/Certification/Licensure

  • Bachelor’s degree in Accounting, Finance and/or Business; MBA preferred; FINRA licensing is a plus

Experience Required

  • 2+ year(s) of experience in investment banking or Corporate M&A

Knowledge and Skills Required

  • Motivated, self-starter looking to grow into leadership within a successful, industry-focused investment banking firm
  • Strong financial analysis skills and knowledge of accounting
  • Exceptional critical thinking skills 
  • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

Working Conditions

  • Fast-paced environment working both autonomously and as part of multiple deal teams
  • Frequently working on multiple projects simultaneously with varying deadlines
  • While demanding at times, Taureau Group believes in an appropriate balance between work and personal life outside the office

To be considered for this position, please submit your résumé and cover letter to mm@taureaugroup.com. 

INTENT AND FUNCTION OF POSITION DESCRIPTIONS

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The Firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the Firm in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the Firm. Position descriptions are not intended as and do not create employment contracts. The Firm maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.