Senior Investment Banking Associate

Role Overview

• Lead day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
• Serve as a primary day-to-day contact for clients, counterparties, and transaction advisors.
• Manage transaction workstreams and oversee execution timelines across active engagements.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Draft, review, and refine CIMs, management presentations, and offering materials
• Manage data room organization, due diligence trackers, and third-party advisor coordination
• Supervise and quality-check the work product of Analysts and Associates on active engagements
• Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
• Begin contributing to client relationship management and pitch processes with increasing independence

Requirements

• Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
• MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
• 4-6 years of investment banking experience, with demonstrated exposure to M&A advisory.
• Mastery of core valuation methodologies and deal process mechanics.
• Demonstrated experience leading deal workstreams and mentoring junior professionals.

Benefits

• Bonus Eligible: Yes
• Employee-owned
• Professional development opportunities
• High degree of independence