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Role Description

Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves:

• Building complex financial models
• Drafting marketing materials
• Managing due diligence processes
• Working closely with senior bankers and clients

The Associate is a critical link between analysts, vice presidents, and clients, ensuring that deals move forward smoothly, accurately, and on time.

Responsibilities

• Financial Modeling & Valuation:
  • Build and maintain detailed discounted cash flow (DCF), leveraged buyout (LBO), and merger models.
  • Conduct comparable company and precedent transaction analyses.
  • Perform sensitivity and scenario testing to stress-test assumptions.
• Transaction Support:
  • Manage due diligence checklists, coordinate data rooms, and track requests.
  • Liaise with clients, accountants, lawyers, and consultants to gather information.
  • Ensure deliverables are complete, accurate, and aligned with deadlines.
• Marketing & Client Materials:
  • Draft confidential information memoranda (CIMs), pitch books, teasers, and management presentations.
  • Prepare investor decks and client-ready reports with high attention to detail.
• Research & Analysis:
  • Conduct industry and market research to identify trends, risks, and opportunities.
  • Summarize findings in briefing notes and incorporate into valuation assumptions.
• Collaboration & Mentorship:
  • Work closely with analysts, reviewing their work and providing guidance.
  • Support VPs and MDs by preparing materials and presenting findings.
• Compliance & Governance:
  • Ensure all documentation adheres to internal controls, regulatory requirements, and confidentiality standards.
  • Maintain audit-ready records of models and deliverables.

Qualifications

• Exceptional financial modeling and analytical skills.
• Strong communicator with executive presence in client settings.
• Organized and detail-oriented under tight deadlines.
• Able to balance multiple live transactions simultaneously.

Requirements

• 2–4 years experience in investment banking, corporate finance, or private equity.
• Advanced Excel (financial modeling, VBA macros preferred) and PowerPoint.
• Experience with valuation methodologies (DCF, LBO, comparables, precedent transactions).
• Familiarity with Bloomberg, Capital IQ, FactSet, or PitchBook.

Ideal Experience & Skills

• MBA, CFA, or CPA credential.
• Exposure to both buy-side and sell-side transactions.
• Experience across multiple industries (tech, healthcare, real estate, financial services).
• Prior mentorship or leadership of analysts.

What Does a Typical Day Look Like?

An Associate’s day revolves around managing deal execution and producing high-quality analysis and materials. You will:

• Update and refine models with client financials and assumptions.
• Draft marketing materials such as pitch books, CIMs, and presentations.
• Manage the due diligence process, ensuring all requests and data room uploads are completed.
• Support live deals, coordinating with lawyers, accountants, and client executives.
• Review analyst outputs, checking for accuracy and clarity.
• Prepare senior bankers for client meetings, ensuring they have insights, models, and materials at hand.

In essence: you ensure deals move forward efficiently and flawlessly, with clients and senior bankers confident in the accuracy of the work.

Key Metrics for Success (KPIs)

• Accuracy of financial models and assumptions.
• Timely delivery of pitch books, CIMs, and investor decks.
• Smooth execution of due diligence and transaction processes.
• Positive feedback from clients and senior bankers on quality and reliability.
• Effective mentorship of junior team members.

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Technical Assessment (e.g., build a DCF or M&A model based on case study data)
• Client Interview with Senior Bankers
• Offer & Background Verification