Investment Banking Associate Transportation and Logistics M&A (Elite Boutique)

About the role

The Transportation & Logistics Group at our client is a trusted advisor to investors and company leaders worldwide, focusing on M&A and private capital advisory services.

Responsibilities

• Drive analytical workstreams in support of live M&A deal execution
• Perform and synthesize complex financial modeling and valuation analyses
• Identify trends in data and maturely articulate their impact to internal and external stakeholders
• Manage client communications and contribute to deliverables in partnership with senior bankers
• Oversee and partner with Analysts, balancing delegation with a collaborative approach
• Ensure effective use of junior banker time while maintaining high standards of work product
• Deliver real-time performance feedback to Analysts
• Lead by example through delivering accurate, thoughtful work product
• Support new business development efforts and contribute to pitch materials
• Engage in recruiting, junior banker training programs, and summer internship initiatives
• Participate in firm-wide marketing, diversity, and community outreach efforts

Requirements

• 2+ years of experience in investment banking, corporate finance, or private equity
• 1+ year as a sell-side M&A Associate strongly preferred
• Proven ability to manage complex financial analyses and valuation methodologies
• Strong project management and communication skills, both written and verbal
• Bachelor's degree required; advanced degree preferred
• Willingness to travel up to 20% of the time
• Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire

Qualifications

• Willingness to travel up to 20% of the time
• Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire

Skills

• Execution Excellence
• Ownership & Responsiveness
• People Development Mindset
• Collaborative Spirit
• Intellectual Curiosity

Benefits

• Performance-based bonus eligibility tied to company, business unit, and individual performance
• Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan
• Generous paid time off including vacation, holidays, and parental leave
• Customized training program tailored to your background and experience
• Formal mentorship program pairing you with a senior banker
• Professional development resources and ongoing learning opportunities