Associate, Investment Banking

Core Responsibilities

• Support execution of M&A and capital markets transactions from initial marketing through closing
• Manage transaction timelines, diligence workflows, and communication across stakeholders
• Cook up investor outreach and manage buyer or investor communications throughout the process
• Assist with due diligence coordination and investor data room management
• Lead development of complex financial models, including M&A, LBO, and financing models
• Analyze financial statements, operating metrics, and valuation drivers
• Lead development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials
• Support preparation of management presentations and investor communications
• Craft compelling transaction narratives and positioning with senior bankers
• Work directly with clients to develop financial assumptions and transaction materials
• Communicate regularly with company leadership and transaction stakeholders
• Provide analytical insights and recommendations throughout the transaction lifecycle

Qualifications

• 3–5+ years of prior investment banking experience with demonstrated deal execution exposure
• Experience supporting M&A and capital markets processes
• Advanced proficiency in Microsoft Excel and PowerPoint
• Exceptional organizational and project management skills
• Ability to manage multiple assignments in fast-paced transaction environments
• Strong written and verbal communication skills

Pay

Base salary range of $125,000–$175,000, with performance-based bonus opportunities.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance
• Competitive 401(k) program with employer matching contributions
• Hybrid work environment with access to offices in Los Angeles, Chicago, and New York
• Unlimited paid time off (PTO)