Associate - Corporate Finance

About the role

A&M's Corporate Finance practice advises various clients through the full deal lifecycle, from M&A advisory to capital raises and strategic alternatives. Our team brings deep sector expertise and a hands-on advisory model to ensure transactions are completed successfully.

Responsibilities

• Own all financial modeling and quantitative analysis on engagements, ensuring accuracy, completeness, and presentation quality.
• Build and maintain complex financial models and valuation analyses, including LBO, DCF, comparable company, and precedent transaction analyses.
• Run structured data collection processes, control information flow across workstreams, and cross-check figures to ensure integrity.
• Coordinate day-to-day execution across active mandates, managing timelines, workstreams, and deliverables to drive transactions forward with minimal senior oversight.
• Oversee the preparation and quality of origination and execution materials, including confidential information memoranda, management presentations, buyers lists, data room indices, and pitchbooks.
• Lead due diligence workstreams and support capital markets processes, anticipating needs and managing information requests between client teams and counterparties.
• Manage, train, and mentor Analysts across both origination and deal execution, setting a high bar for quality and fostering their development.
• Interact directly and credibly with clients and senior team members; take an active role in informal presentations and participate meaningfully in client meetings.
• Demonstrate strong initiative, understanding the full context of each engagement, identifying next steps proactively, and operating with the judgment and independence expected at the Associate level.
• Build internal relationships across A&M's broader platform, including Transaction Advisory, Restructuring, and sector teams, to identify and pursue cross-practice collaboration opportunities.
• Actively seek external marketing exposure; develop client relationships and market presence that will define your career trajectory at A&M.

Requirements

• Bachelor's degree in Finance, Business, or Accounting preferred; minimum cumulative GPA of 3.5.
• Minimum 3 years of investment banking experience at the Analyst level required; experience at a bulge bracket, middle market, or boutique advisory firm preferred.
• Demonstrated expertise in M&A execution, including buy-side and sell-side processes, due diligence, and transaction documentation.
• Expert-level three-statement financial modeling — fast, accurate, and independent; output will be relied upon by senior deal team members without detailed review.
• Deep knowledge of valuation methodologies including comparable company analysis, precedent transactions, DCF, LBO, and sum-of-the-parts.
• Knowledge of capital markets and investment banking products across debt, equity, and M&A.
• Proficiency in Excel, PowerPoint, Word, and Bloomberg.
• Highly developed written and oral communication skills; ability to present clearly and confidently in both internal and client-facing settings.
• Proven ability to manage and mentor junior team members while simultaneously driving execution across multiple workstreams.
• Strong work ethic, sharp attention to detail, and high level of integrity.

Qualifications

• Successful employment with A&M Securities is subject to receipt by A&M Securities of information satisfactory to A&M Securities, in its sole discretion, in response to a pre-employment background investigation, including, but not limited to, verification of educational qualifications, employment history, valid and active licenses, certifications, and other professional credentials necessary for the role.
• A&M Securities must receive confirmation within six (6) months of the commencement date that the successful candidate has received passing scores on the Series 63, Series 79, and Securities Industry Essentials (SIE) examinations and holds a valid and active Investment Banking Representative registration.

Skills

• Financial modeling and analytics.
• Transaction execution coordination.
• Client interaction and presentation.
• Team leadership and mentoring.
• Business development and relationship building.

Benefits

• Annual salary of $150,000 annually (TBD), dependent on several variables including but not limited to education, experience, skills, and geography.
• Discretionary bonus program based on individual and firm performance.
• Fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages.
• 401(k) retirement savings plan with an annual discretionary contribution.
• Paid time off including vacation, personal days, sick time, federal holidays, and parental leave.