Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals.
Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses.
Prepare client presentations, pitch books, confidential information memoranda, and other transaction-related materials.
Conduct industry and company-specific research to support business development and transaction execution.
Participate in due diligence, client meetings, negotiations, and transaction closings.
Collaborate in office with external advisors and internal teams including product partners, legal, compliance, and risk to ensure seamless execution.
Contribute to the development and training of Analysts and interns.

Bachelor's Degree Finance, Economics, or equivalent experience (preferred)
Master's Degree MBA or other advanced degree (preferred)
3+ years of experience in investment banking, corporate finance, or a related financial services role (required)
FINRA Security Industry Essentials (SIE) (preferred)
FINRA License S7 (preferred)
FINRA License S79 (preferred)
FINRA License S63 (preferred)
Advanced proficiency in financial modeling, valuation, and financial statement analysis.
Experience supporting M&A, capital raising, and strategic advisory transactions.
Strong written and verbal communication skills, including presentation development.
Understanding of capital markets trends, deal structures, and regulatory considerations.

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

M&A Investment Banking Associate

Key skills