Experienced Investment Banking Associate - New York
Location: New York, NY
About the role
Associates at JEGI LEONIS play a central role in supporting the execution of M&A and capital advisory transactions. They work closely with senior bankers to deliver high‑quality advisory services to clients across technology, software, media, and business services sectors.
Responsibilities
- Lead financial analysis and valuation workstreams, including financial modeling, comparable company analysis, precedent transaction analysis, and discounted cash flow modeling.
- Manage the preparation of client deliverables such as information memoranda, management presentations, board materials, and new‑business pitch presentations.
- Support transaction execution by preparing financial analyses, reviewing due‑diligence materials, and assisting in the evaluation of strategic alternatives.
- Coordinate due‑diligence processes, including organizing data rooms, reviewing company documentation, and collaborating with clients and external advisors.
- Conduct industry and competitive research to support client engagements and business‑development initiatives.
- Oversee and mentor Analysts, ensuring accuracy and quality across financial models, analyses, and presentation materials.
- Work closely with senior team members to develop strategic recommendations and advisory solutions for clients.
Qualifications
- Bachelor’s degree or equivalent experience.
- 2–6 years of relevant experience in investment banking or equivalent advisory roles.
- Strong financial modeling and valuation capabilities.
- Solid understanding of financial statements and corporate‑finance principles.
- Excellent written and verbal communication skills.
- Ability to manage multiple workstreams and deadlines in a fast‑paced environment.
- Demonstrated leadership and mentoring capabilities.
- Proficiency in Microsoft Excel, PowerPoint, and other Microsoft Office tools.
- Legal right to work in the United States without the need for current or future visa sponsorship.
Pay
Expected base salary: $140,000 – $160,000. Employees may also be eligible for a discretionary cash and/or deferred‑compensation bonus.
Benefits
- Health coverage (medical, dental, vision)
- 401(k) retirement plan (eligibility after one year of service)
- Life and disability insurance
- Well‑being resources and programs
- Professional development support
- Paid holidays, vacation, personal, and sick days
- Paid parental, caregiver, and bereavement leave
- Complimentary fitness‑center membership for New York office employees
About JEGI LEONIS
JEGI LEONIS is a pre‑eminent M&A advisory firm serving the global technology, AI and SaaS, media, and business‑services industries. The firm advises founders, investors, and multinational corporations on a range of transactions, including buy‑side and sell‑side M&A, recapitalizations, divestitures, and debt advisory solutions. Headquartered in New York, the firm’s global team of over 80 professionals provides deep sector expertise and tailored support to drive client value. For more information, visit www.JL-co.com.