Investment Banking Associate

New York

Permanent

Negotiable

Investment Banking

PR/591491_1778097671

Investment Banking | Associate | New York

About the Organization

A global financial services institution with a strong presence in the US provides a wide range of capital markets and advisory solutions to corporate and institutional clients. The organization values collaboration, diversity of thought, and professional development, offering an environment where individuals are encouraged to take ownership, think creatively, and grow their careers.

About the Role

The investment Banking - Associate role offers hands-on involvement in mergers and acquisitions, strategic advisory assignments, and capital raising transactions across multiple industries and transaction sizes. Many engagements involve cross-border elements, providing exposure to international deal execution and collaboration.

Associates work closely with senior team members and global colleagues throughout the full transaction lifecycle, including analysis, financial modeling, negotiation support, and execution.

About the Team

The team advises clients on buy-side and sell-side M&A transactions, strategic advisory projects, and financing solutions. The group supports a diverse client base across several sectors and operates as part of a broader capital markets and advisory platform.

The New York-based team is growing and collaborates closely with colleagues across Europe and Asia. Junior professionals benefit from structured development opportunities and exposure to multiple advisory and financing disciplines.

Key Responsibilities

Support the origination and execution of M&A, strategic advisory, and capital raising transactions
Prepare and deliver client presentations, pitch materials, and internal briefing documents
Conduct company, sector, and market research to support transaction execution and business development
Build and maintain detailed financial models and valuation analyses
Assist with transaction execution to ensure timely and successful closings
Review and provide guidance on work prepared by junior team members
Participate in client meetings, management presentations, and site visits
Collaborate with colleagues across advisory, financing, and sector teams to deliver integrated client solutions
Respond to internal information requests related to regional companies and markets

Qualifications & Competencies

3-6 years of experience in M&A at an investment bank, advisory boutique, or specialized financial modeling and valuation firm
Strong technical skills in financial modeling and valuation
Solid understanding of M&A and corporate finance advisory processes
High level of attention to detail with strong commercial judgment
Ability to synthesize complex information and present it clearly and concisely
Proactive, self-motivated, and comfortable taking initiative
Strong interpersonal and communication skills
Ability to work effectively both independently and as part of a team
Interest in mentoring and supporting junior professionals
FINRA licensing (e.g., Series 7 or 79 and 63), or willingness to obtain

FAQs

I have applied for a role, what happens next?

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.

This role doesn’t 100% suit my next professional move, can you help?

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.

Can you help with resume preparation, interviews, and offer negotiation?

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