Investment Banking | Associate | New York
About the Organization
A global financial services institution with a strong presence in the US provides a wide range of capital markets and advisory solutions to corporate and institutional clients. The organization values collaboration, diversity of thought, and professional development, offering an environment where individuals are encouraged to take ownership, think creatively, and grow their careers.
About the Role
The investment Banking - Associate role offers hands-on involvement in mergers and acquisitions, strategic advisory assignments, and capital raising transactions across multiple industries and transaction sizes. Many engagements involve cross-border elements, providing exposure to international deal execution and collaboration.
Associates work closely with senior team members and global colleagues throughout the full transaction lifecycle, including analysis, financial modeling, negotiation support, and execution.
About the Team
The team advises clients on buy-side and sell-side M&A transactions, strategic advisory projects, and financing solutions. The group supports a diverse client base across several sectors and operates as part of a broader capital markets and advisory platform.
The New York-based team is growing and collaborates closely with colleagues across Europe and Asia. Junior professionals benefit from structured development opportunities and exposure to multiple advisory and financing disciplines.
Key Responsibilities
- Support the origination and execution of M&A, strategic advisory, and capital raising transactions
- Prepare and deliver client presentations, pitch materials, and internal briefing documents
- Conduct company, sector, and market research to support transaction execution and business development
- Build and maintain detailed financial models and valuation analyses
- Assist with transaction execution to ensure timely and successful closings
- Review and provide guidance on work prepared by junior team members
- Participate in client meetings, management presentations, and site visits
- Collaborate with colleagues across advisory, financing, and sector teams to deliver integrated client solutions
- Respond to internal information requests related to regional companies and markets
Qualifications & Competencies
- 3-6 years of experience in M&A at an investment bank, advisory boutique, or specialized financial modeling and valuation firm
- Strong technical skills in financial modeling and valuation
- Solid understanding of M&A and corporate finance advisory processes
- High level of attention to detail with strong commercial judgment
- Ability to synthesize complex information and present it clearly and concisely
- Proactive, self-motivated, and comfortable taking initiative
- Strong interpersonal and communication skills
- Ability to work effectively both independently and as part of a team
- Interest in mentoring and supporting junior professionals
- FINRA licensing (e.g., Series 7 or 79 and 63), or willingness to obtain
Desired Skills and Experience
Investment Banking | Associate | New York
About the Company: A global financial services institution with a strong presence in the US provides a wide range of capital markets and advisory solutions to corporate and institutional clients. The organization values collaboration, diversity of thought, and professional development, offering an environment where individuals are encouraged to take ownership, think creatively, and grow their careers.
About the Role: The investment Banking - Associate role offers hands-on involvement in mergers and acquisitions, strategic advisory assignments, and capital raising transactions across multiple industries and transaction sizes. Many engagements involve cross-border elements, providing exposure to international deal execution and collaboration.
Associates work closely with senior team members and global colleagues throughout the full transaction lifecycle, including analysis, financial modeling, negotiation support, and execution.
About the Team: The team advises clients on buy-side and sell-side M&A transactions, strategic advisory projects, and financing solutions. The group supports a diverse client base across several sectors and operates as part of a broader capital markets and advisory platform.
The New York-based team is growing and collaborates closely with colleagues across Europe and Asia. Junior professionals benefit from structured development opportunities and exposure to multiple advisory and financing disciplines.
Responsibilities
- Support the origination and execution of M&A, strategic advisory, and capital raising transactions
- Prepare and deliver client presentations, pitch materials, and internal briefing documents
- Conduct company, sector, and market research to support transaction execution and business development
- Build and maintain detailed financial models and valuation analyses
-Assist with transaction execution to ensure timely and successful closings
-Review and provide guidance on work prepared by junior team members
-Participate in client meetings, management presentations, and site visits
-Collaborate with colleagues across advisory, financing, and sector teams to deliver integrated client solutions
- Respond to internal information requests related to regional companies and markets
Qualifications:
- 3-6 years of experience in M&A at an investment bank, advisory boutique, or specialized financial modeling and valuation firm
-Strong technical skills in financial modeling and valuation
- Solid understanding of M&A and corporate finance advisory processes
- High level of attention to detail with strong commercial judgment
- Ability to synthesize complex information and present it clearly and concisely
- Proactive, self-motivated, and comfortable taking initiative
- Strong interpersonal and communication skills
- Ability to work effectively both independently and as part of a team
- Interest in mentoring and supporting junior professionals
- FINRA licensing (e.g., Series 7 or 79 and 63), or willingness to obtain
