Job Title:    Associate


Job Duties: 


Whitehall & Company LLC in New York, NY is seeking an Associate to serve as a key resource working closely with senior bankers to proactively generate ideas and solutions to meet client need.


Job responsibilities and duties include:


  • Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products mainly in the Power and Renewables industry;

  • Lead deal execution through all transaction stages;

  • Function as the key point of contact for the group, responsible for coordinating information flow and execution of work product both internally and externally;

  • Supervise the preparation and execution of final client presentation work product;

  • Communicate and interact with deal team members and clients;

  • Provide key support resource to senior bankers in day-to-day client coverage; and

  • Act a team player and culture carrier.

Minimum Requirements:


Bachelor’s degree in Finance, Quantitative Finance, Economics, Business Administration or a related field plus 3 years of experience the job offered or in a related occupation.  Employer will accept any suitable combination of education, training or employment.  Possession of FINRA Series 7, 79, and 63 licenses as well as certified to take the FINRA SIE Exam. Additionally, experience in the below is required:


  1. Banking experience, preferably in Power and Renewables;

  2. Provision of strategic corporate-level, or project finance;

  3. Review and synthesizing Financial Statements;

  4. Financial modeling for structured transactions and corporates;

  5. Utilizing research resources (Bloomberg, Capital IQ, S&P Market Intelligence, etc.) to analyze markets, companies, competitive landscape, and investors; and

  6. Develop materials such as an Investment Memorandum to describe market positioning and investment highlights.

Additional Information: 


Email resumes to:

Future Vacancies

To submit your resume for consideration for future vacancies, please contact us at:

At Whitehall, we provide opportunities for our employees to succeed at all levels and are always looking for dedicated individuals with a passion for investment banking.