Financial Services Senior Sales Associate at Bainbridge (San Diego, CA)

| San Diego, CA
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Financial Services Senior Sales Associate - BC Capital Group, LLC (Bainbridge affiliate)

Job Type: Full-time / Salaried / Contract

Position Location: Remote, location agnostic, U.S. preference 

BC Capital Group is seeking highly motivated candidates interested in developing their business acumen and utilizing analytical skills to gain experience in investment banking and M&A advisory. Senior Associates will participate in many aspects of acquisitions and divestitures, such as secondary source research, development of industry and company profiles, and other quantitative and qualitative analysis. Although BC Capital Group seeks Senior Associates with diverse backgrounds, candidates with a degree in finance or economics are preferred.

A BC Capital Group Senior Associate should demonstrate maturity and initiative, excellent analytical ability, and strong communication (written and verbal) and teamwork skills. Also needed is an understanding of corporate financial analysis and financial statements, and the ability to adapt to varied assignments and situations.


Responsibilities for Financial Services Senior Associate:

The Senior Associate will assist with all aspects of generating deal flow on behalf of their clients.

This will include:

  • Managing and interacting with clients and their investment theses weekly.
  • Coordinating, leading, and mentoring a devoted analyst team to ensure timely client deliverables and formation of investment thesis.
  • Working with the BC Capital Group team to develop a pipeline of companies that meets their clients’ investment criteria
  • Calling and emailing with business owners of middle market companies in a diverse array of industries to build relationships with them on behalf of your clients
  • Qualifying businesses to identify their divestiture posture, ownership structure, revenue, EBITDA, actionability, and growth strategy
  • Assist Team in communicating our clients’ interest and provide feedback to business owners
  • Data gathering via secondary and primary source research

Training Includes:

  • Education on the alternatives markets, including: investments by private equity groups, family offices, institutional investors, and corporate strategic acquirers
  • Consultative sales training
  • Client account management

To qualify for this excellent opportunity candidates must demonstrate:

  • Exceptional business development skills\
  • Strong research and analytical skills
  • Strong problem-solving skills
  • Excellent written communication skills
  • Ability to work independently and interdependently within a team environment
  • Adept at managing multiple projects and completing deliverables on schedule
  • Proficiency in CRM, Marketing techniquess, Word, Excel, and PowerPoint 


  • Bachelor's degree from an accredited four-year college or university
  • 4-5 years of experience in client-facing/sales, Finance background preferred

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation: Salary + Bonuses commensurate with investment banking + Benefits 

How to Apply: Please include a cover letter, briefly explaining your interest in this position. Resumes without cover letters will not be reviewed. 

Why Work Here?

Forbes-rated award winning professional consultancy with exceptional growth in new technology, meritocracy, expanding management team.

BC Capital Group is a separately-owned affiliate to Bainbridge, a global strategic consulting firm, delivering high value advisory services to the Fortune 1000. Founded out of MIT, our main goal is to help clients achieve their strategic objectives while our team members achieve their highest professional goals. The company was recently ranked by Forbes Magazine among the 99th percentile of national management consulting firms and by Vault Magazine as a top 50 national management consulting firm. Our culture is one of team work, achievement, and excellence in customer service. From 2016-2020, Bainbridge was recognized by Forbes ranking of America's Best Management Consulting Firms across 14 industries of expertise. In 2016 Bainbridge was ranked in the Top 50 Most Prestigious Consulting Firms in North America by Vault. In 2007, Bainbridge Consulting was recognized as an employer of choice by the San Diego Business Journal, reflecting the values of teamwork, scholarship, excellence, and impactful value.


More Information on Bainbridge
Bainbridge operates in the Consulting industry. The company is located in San Diego, CA, Miami, FL and Cambridge, MA. Bainbridge was founded in 1975. It has 121 total employees. It offers perks and benefits such as Health Insurance Benefits. To see all 6 open jobs at Bainbridge, click here.
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