Connecting clients to markets – and talent to opportunity.

We have acquired The Benchmark Company, LLC—a full-service investment banking firm with equity research and deep market and industry expertise. 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

This role exists to drive the successful execution of M&A transactions by providing strategic financial analysis, project leadership, and client support throughout the deal lifecycle. It plays a critical part in enabling the firm to deliver high-impact advisory services, deepen client relationships, and identify new business opportunities in a competitive investment banking environment.

This role can be based in any of our US offices. 

Key Responsibilities:

1. Deal Execution & Support
• Lead day-to-day execution of M&A transactions (both buy-side and sell-side).
• Build and oversee complex financial models (DCF, LBO, merger models, accretion/dilution).
• Draft and review pitch materials, Confidential Information Memoranda (CIMs), management presentations, and board materials.
• Coordinate due diligence processes across internal and external stakeholders (lawyers, accountants, consultants).
2. Project Management
• Manage analysts and oversee their output—ensure accuracy and timeliness.
• Serve as the primary point of contact for internal deal teams.
• Help manage timelines and workflow across multiple live deals and pitches.
3. Client Interaction
• Support MDs in preparing for and participating in client meetings.
• Occasionally interact directly with clients, especially during deal execution.
• Begin developing soft client relationship-building skills.
4. Business Development Support
• Help prepare pitch books and support MDs in developing new business.
• Perform industry and company research to identify potential deal opportunities.

Experience:

• 3 years of investment banking experience.
• Deep experience working on M&A transactions (execution, financial modeling, due diligence).
• Proven track record of handling complex projects with minimal oversight.

Skills:

• Expert-level Excel and PowerPoint skills.
• Strong knowledge of financial modeling, valuation methodologies, and deal structuring.
• Highly proficient in creating and reviewing transaction documents.
• Excellent communication and presentation skills.
• Strong time management, leadership, and organizational abilities.

Certifications:

• Series 79 and 63 (required in the U.S. under FINRA).
• CFA (not required, but may be seen as a plus)

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field (required).
• MBA (not required, but may be seen as a plus).

Hiring Salary Range $120,000 - $125,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.

Permanent, full-time, #LI-SD1