Investment Banking Analyst/Associate
Investment Banking Analyst / Associate
Lower Middle Market M&A & Private Capital Advisory
About the Opportunity
Our client is a longstanding boutique investment bank with a 35 year history advising founder-led and privately held businesses on M&A and capital raising transactions. Having completed more than 220 transactions representing over $10 billion in aggregate deal value, the firm provides strategic advisory services across a broad range of industries.
The team is seeking a Senior Analyst or Associate to support a growing pipeline of live transactions. This is an opportunity to gain hands-on exposure to all aspects of the deal process while working directly with senior leadership in a highly entrepreneurial environment.
Responsibilities
- Build and maintain financial models, valuation analyses, and transaction materials
- Prepare CIMs, management presentations, and marketing materials
- Support due diligence and data room management
- Conduct industry, company, buyer, and investor research
- Assist with transaction execution from launch through close
- Participate in client meetings and strategic discussions
- Evaluate acquisition, financing, and investment opportunities
- Help screen inbound opportunities and support business development efforts
Qualifications
- 1-3 years of experience in Investment Banking, Transaction Advisory, Valuation, Corporate Finance, or a related field
- Strong financial modeling and accounting skills
- Ability to build and analyze three-statement financial models
- Excellent analytical, communication, and presentation skills
- Strong attention to detail and ability to manage multiple priorities
- Desire to learn the full life-cycle of M&A transactions
What Makes This Different?
- Direct mentorship from a seasoned M&A advisor and investor
- Meaningful responsibility and client exposure from day one
- Opportunity to work across a wide variety of industries and transaction types
- Exposure to both advisory work and affiliated investment activities
- Active deal flow with multiple live mandates
- Accelerated learning environment not typically found at larger institutions
This role is ideal for an ambitious junior finance professional looking to develop a well-rounded M&A skill set through direct transaction exposure, mentorship, and hands-on deal experience.
FAQs
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