Investment Banking Associate
Role: Investment Banking Associate
Industry Focus: Healthcare, Technology, or Consumer
Location: Tampa, FL or Nashville, TN
Company Overview
We are proud to partner with a rapidly growing, high-performing boutique middle-market investment bank that is recognized for its exceptional client service and strong track record of success. This firm is committed to delivering best-in-class advisory services across multiple sectors, including Healthcare, Technology, and Consumer. With a culture that emphasizes collaboration, integrity, and professional development, the organization offers an outstanding environment for talented professionals to thrive.
As part of this dynamic team, you will benefit from:
- Consistent deal flow across diverse industries
- Direct exposure to senior leadership and decision-makers
- A supportive, team-oriented culture that values work-life balance
- Opportunities for career advancement in a fast-paced, entrepreneurial setting
Position Summary
The Investment Banking Associate will play a critical role in supporting the execution of complex transactions and delivering strategic advisory services to clients. This position requires a highly motivated individual with strong analytical skills, exceptional attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.
Key Responsibilities
As an Investment Banking Associate, you will:
- Conduct comprehensive due diligence and perform in-depth financial analysis to evaluate transaction opportunities
- Develop and maintain sophisticated financial models to support valuation, scenario analysis, and deal structuring
- Prepare high-quality pitch books, presentations, and marketing materials for client meetings and transaction processes
- Lead and coordinate the execution of M&A transactions, acting as the primary point of contact between clients, internal teams, and external stakeholders
- Collaborate closely with senior bankers to deliver strategic insights and ensure seamless deal execution
Qualifications & Requirements
The ideal candidate will possess:
- Minimum of 3 years of experience in Investment Banking or a closely related field
- Strong financial acumen with advanced proficiency in financial modeling and valuation techniques
- Excellent written and verbal communication skills, with the ability to present complex information clearly and persuasively
- A proactive, self-starter mindset combined with strong teamwork and interpersonal skills
- Willingness to relocate or already based in Tampa, FL or Nashville, TN
Why Join This Firm?
This is an exciting opportunity to join a boutique investment bank that values its people and fosters a culture of excellence. You will gain hands-on experience across multiple industries, work on high-impact transactions, and build lasting relationships with clients and colleagues.
If you are ready to take the next step in your career and contribute to a growing, dynamic team, apply today using the link below. This is an active mandate, and the process is moving quickly, don't miss your chance to be part of something exceptional!
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 CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, 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 CV so you can be considered for roles that have yet to be created.
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