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Investment Banking Associate - PR/571437_1778094755

Investment Banking Associate

Boston
Permanent
Negotiable
Investment Banking
PR/571437_1778094755
Investment Banking Associate

About the Firm

We are a nationally recognized M&A advisory firm focused exclusively on advising owners of high-performing private companies. We partner closely with entrepreneur owner-managers to help them achieve their professional and personal objectives by building and realizing enterprise value.
The firm operates as an independent advisory boutique with a strong history of delivering successful transaction outcomes. Our experience spans billions of dollars in completed transactions across a wide range of deal sizes and industries, serving clients throughout the United States.
We believe entrepreneur-led businesses are fundamentally different from large corporate environments. These owners approach leadership, growth, and legacy with a unique mindset, making the transition to new ownership both complex and highly consequential. Our work is centered on guiding these business owners through that process with care, insight, and long-term perspective.
Our team is composed of senior, experienced professionals with complementary skills who collaborate closely to deliver thoughtful, customized advice. We emphasize in-person engagement, hands-on client exposure, and a highly interactive team culture.

Position Overview

This role is designed for professionals who have a clear passion for advising private company owners on sell-side M&A transactions. The position is a key contributor within small, client-focused deal teams and offers meaningful responsibility early on.
The ideal candidate combines strong technical finance capabilities with the interpersonal skills required to work directly with business owners. Successful team members are intellectually curious, self-motivated, and energized by a collaborative environment. Compared to more traditional advisory firms, this role offers significant client interaction and exposure to senior decision-makers.

Qualifications

  • 3+ years of experience in investment banking, transaction advisory, financial analysis, or a related field
  • Bachelor's degree in Finance, Accounting, or a related discipline with strong academic performance
  • Advanced proficiency in Microsoft Excel
  • Familiarity with financial databases, presentation tools, and due diligence platforms preferred
  • Experience conducting primary and secondary research
  • Strong organizational skills with the ability to manage multiple priorities
  • Comfort presenting analysis and conclusions to internal teams and external stakeholders
  • Relevant FINRA licenses (e.g., Series 7 or 79 and 63)
  • Excellent analytical, written, and verbal communication skills
  • Self-directed mindset with a strong desire to learn and grow
  • Ability to collaborate effectively across different experience levels

Responsibilities

  • Build and maintain detailed financial models, valuations, and analytical frameworks
  • Support the development of internal and client-facing presentation materials
  • Conduct industry and market research, including transaction activity and buyer analysis
  • Extract and analyze data from financial reporting systems
  • Assist in managing components of the due diligence process, including data rooms
  • Participate in client meetings and transaction discussions
  • Provide ongoing support to senior team members across live engagements

FAQs

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business. 

That's why we recommend registering your resume so you can be considered for roles that have yet to be created. 

Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.

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