Investment Banking Associate 2/3 – Diversified Industrials & Services

About the role

Our client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking an Associate 2/3 to join their Investment Banking team, focused on Business Services / Transportation & Logistics within the Diversified Industrials & Services group. This role can sit in New York, Baltimore, or Chicago. This role suits a strategic thinker with a strong background in complex financial transactions and deep familiarity with the Business Services and Transportation & Logistics landscape — a self‑starter ready to work hard in a fast‑paced environment while managing multiple projects at once. Experience supporting sell‑side M&A transactions is required.

Responsibilities

• Support execution of M&A, recapitalizations, and capital raises (debt and equity) transactions within Business Services and Transportation & Logistics
• Assist in managing client relationships and delivering financial solutions
• Build and manage detailed financial models, valuation analyses, and presentations
• Prepare confidential information memoranda, management presentations, and marketing materials
• Support due diligence processes and coordinate with deal teams
• Mentor and guide Analysts, providing feedback and training
• Contribute to business development efforts, including pitch preparation and identifying new client opportunities across Business Services and Transportation & Logistics
• Build sector expertise and represent the firm at industry events and client meetings

Requirements

• Client Skills: able to win clients' confidence, anticipate and deliver on their needs, and build strong, long‑term relationships
• Time Management: able to organize and prioritize multiple tasks, meet deadlines, manage expectations, and use firm resources efficiently
• Teamwork: works well within project teams, respectful of all levels of seniority, willing to train and mentor others
• Work Ethic and Attitude: dedicated, willing to take on added responsibility, strives for excellence under pressure
• Personal Characteristics: professional, intellectually curious, takes ownership of wins and losses, knows when to ask for help
• Strong written and verbal communication skills
• Solid analytical and problem‑solving ability
• Strong interpersonal skills and collaborative style

Qualifications

• Bachelor's degree required (MBA a plus)
• Investment banking experience with a Business Services and/or Transportation & Logistics M&A track record
• FINRA licenses required: SIE, Series 79, Series 63
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

Benefits

• Health, dental, vision, and prescription insurance
• Total health and wellness programs
• Flexible spending accounts
• Tuition and certification assistance programs
• Paid time off and additional benefits

Work Authorization: H-1B transfers considered on a case‑by‑case basis. Timeline: Applications accepted until the position is filled.