KippsDeSanto - Investment Banking Associate at Capital One

McLean, Virginia, United States

Capital One Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Aerospace, Defense, Government Services, Enterprise TechnologyIndustries

Requirements

  • Bachelor's degree or military experience
  • At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions

Responsibilities

  • Preparing, analyzing, and explaining historical and projected financial information
  • Managing and assisting in the preparation of financial models and business valuations
  • Conducting industry and company-specific due diligence
  • Creating client marketing presentations, memoranda, and deliverables
  • Attending client meetings
  • Drafting and collaborating on pitch presentations
  • Developing an understanding of the underlying trends that affect the Aerospace, Defense, and Government Technology industries
  • Coordinating and managing the creation of industry and market research publications
  • Assisting in the development and continued cultivation of client, prospect, and professional advisor relationships
  • Assisting in the management and mentoring of junior team members

Skills

Financial Modeling
DCF
LBO
M&A
Due Diligence
Valuations
Pitch Presentations
Industry Research
Client Management
FINRA 63
FINRA 79
SIE

Capital One

Offers diverse financial products and services

About Capital One

Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.

McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program

Risks

Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.

Differentiation

Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.

Upsides

Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.

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