Investment Banking Associate - M&A/ESOPs
Title: Investment Banking Associate/VP - ESOP & M&A Advisory
Location: Columbus, OH (On-Site Only)
About the Firm
A nationally recognized boutique investment bank specializing in ESOP transactions and middle-market M&A. With over 50 ESOP deals closed and a strong pipeline of ongoing transactions, the firm operates a lean, execution-driven model centered in Columbus, Ohio.
Job Summary
This is a client-facing role for high-performing finance professionals who want to be deeply involved in live deal execution. Associates work in small, agile deal teams and are expected to engage directly with clients, lead presentations, and manage relationships throughout the transaction lifecycle. While financial modeling and analysis are part of the role, the firm prioritizes candidates who can confidently communicate with business owners, advisors, and internal stakeholders. Ideal backgrounds include investment banking, transaction advisory services (TAS), corporate development, and commercial banking. Execution is centralized in Columbus, and the firm strongly prefers in-office collaboration.
Requirements
- 5+ years of experience in investment banking, TAS, corporate development, or commercial banking.
- FINRA licenses (SIE, 79, 63) preferred or willingness to obtain.
- Willingness to work full-time in Columbus, OH.
- Strong client-facing skills and ability to manage relationships.
- Ability to contribute beyond just modeling-proactive, communicative, and team-oriented.
Qualifications
- Proven track record of working on complex transactions.
- Experience with ESOPs is a plus but not required.
- MBA, JD, CFA, or other advanced credentials are welcomed but not mandatory.
- High emotional intelligence and strong interpersonal skills.
- Go-getters with and drive.
Why Join the Firm
This is a rare opportunity to join a high-performing, close-knit team with a strong culture of collaboration, low turnover, and meaningful deal exposure. The firm offers competitive compensation, a healthy work-life balance, and a flat structure that allows for direct access to leadership and accelerated growth. If you're exceptional, they'll make room for you.
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