Associate, Investment Banking

About the role

As an Associate, you’ll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process—from idea generation to closing. You’ll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends—making you a critical player in both business development and deal execution.

This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you.

Location

Location: Boston, NYC, or Chicago

Workplace Model

At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business.

Responsibilities

• Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights
• Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making
• Transform complex client data into clear visuals that convey appealing narratives to prospective buyers
• Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions
• Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials—from deal pitches to financing strategies—turning ideas into presentations that win business
• Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
• Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal
• Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track

Requirements

• 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
• Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
• Financial modeling and analytical skills, including knowledge of financial accounting
• Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models
• Deep knowledge of Microsoft Office especially Excel and PPT
• A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
• A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
• An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
• A strong sense of collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
• A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
• Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
• Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients

Qualifications

• Catered lunch 4 days a week
• Gross performance bonus program
• Generous healthcare benefits
• Unlimited vacation
• 401K match
• Professional development opportunities
• Quarterly peer-recognition awards
• Team events & outings
• Branded swag

Benefits

• Catered lunch 4 days a week
• Generous performance bonus program
• Comprehensive healthcare
• Unlimited vacation
• 401K match
• Professional development opportunities
• Quarterly peer-recognition awards
• Team events & outings
• Branded swag

Pay

In addition to an annual base salary of $125,000, employees in this role are eligible for a quarterly performance bonus that can bring the total compensation up to $220,000.

Schedule

At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business.