Investment Banking Associate

Investment Banking Associate

Our client is a boutique investment banking and M&A advisory firm seeking an Associate to join its growing team. This individual will play a key role in the execution of middle-market M&A transactions while working directly with senior bankers, business owners, entrepreneurs, and financial sponsors.

The Associate will be involved throughout the entire transaction lifecycle, supporting sell-side and buy-side engagements, acquisitions, divestitures, recapitalizations, and strategic advisory assignments. This position offers meaningful responsibility, direct client exposure, and a clear path for professional growth within a collaborative and entrepreneurial environment.

Responsibilities

• Lead day-to-day execution and coordination of M&A transactions from engagement through closing
• Develop confidential information memoranda, management presentations, pitch materials, and other transaction-related documents
• Conduct company, industry, buyer, and investor research to support transaction strategy
• Build, maintain, and analyze financial models and valuation analyses
• Evaluate businesses using a variety of valuation methodologies, including comparable companies, precedent transactions, and discounted cash flow analysis
• Support transaction marketing efforts, buyer outreach, due diligence processes, and negotiations
• Work closely with senior bankers on transaction strategy and client advisory initiatives
• Build and maintain relationships with clients, prospective clients, and professional advisors
• Assist with business development and firm growth initiatives

Qualifications

Education

• Bachelor's degree in Finance, Accounting, Business, or a related field
• MBA and/or FINRA licenses preferred but not required

Experience

• 2+ years of experience in investment banking, corporate development, transaction advisory, valuation, corporate finance, or a related field

Skills

• Strong financial modeling, valuation, and analytical capabilities
• Solid understanding of accounting and financial statement analysis
• Excellent written and verbal communication skills
• Ability to synthesize complex information and present findings clearly
• Strong attention to detail and organizational skills
• Ability to manage multiple projects and deadlines simultaneously
• Entrepreneurial mindset with a desire to take on increasing responsibility and leadership opportunities