Investment Banking Associate - Generalist
CFA Institute
Our Client is a leading middle‑market investment banking firm providing comprehensive M&A, capital markets, and financial advisory services to clients across a wide range of industries. They are seeking a highly motivated Investment Banking Associate to join their New York City office. As a generalist Associate, you will play a key role in supporting the execution of investment banking transactions and client engagements across multiple sectors. Key Responsibilities Support the execution of M&A, capital raising, and other financial advisory transactions. Perform detailed financial analysis, valuation, and financial modeling to support transaction processes. Prepare pitch books, presentations, offering memoranda, and other marketing materials. Assist in the coordination of due diligence processes and transaction execution. Work closely with senior bankers to deliver strategic insights and high-quality client service. Conduct industry and company research to support business development and live transactions. Mentor Analysts and contribute to a collaborative, high-performance team environment. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field; MBA or CFA a plus. Approximately 2-4 years of experience in investment banking or related financial services. Strong financial modeling, valuation, and analytical skills. Excellent written and verbal communication skills with strong attention to detail. Ability to manage multiple workstreams and perform effectively in a fast-paced environment. Demonstrated professionalism, integrity, and work ethic. #J-18808-Ljbffr CFA Institute
- CFA Institute is seeking a highly motivated Investment Banking Associate to join their New York City office. The role involves supporting the execution of M&A, capital raising, and financial advisory transactions across multiple sectors. Ideal candidates will have a Bachelor...SuggestedWork at office
- ...New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career... ...Opportunity This posting represents the type of Investment Banking Generalist Analyst roles featured within the Career Launch AI Private...SuggestedFull timeBank staffInternship
- Selby Jennings is seeking an Investment Banking Associate (Generalist) to join its New York office. This role involves working across M&A, equity capital markets, and debt financings, and is suited for candidates with investment banking or private equity experience seeking...SuggestedWork at office
- ...Summary Credit Agricole CIB is seeking an Associate I to work within its Global Investment Banking Department in New York, NY on the origination and execution of Mergers & Acquisitions. This M&A Associate position requires strong leadership qualities, good business...Suggested
- ...Investment Banking Summer Analyst / Associate Program Evercore, one of the world's top M&A and restructuring advisors, offers phenomenal training and senior-banker exposure to interns and junior bankers. 2020 interns rated Evercore's program 5-out-of-5 stars, praising...SuggestedFull timeSummer workWork from homeWeekend workAfternoon shift
$140k - $190k
...Job Purpose: BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. The Analyst/Associate will be involved in all aspects of BTIG's Debt and Equity-Linked Capital Markets (collectively "Debt...Full time$75k - $140k
...Office Location: NY Tri-State Area PKF Investment Banking ( is seeking an Analyst or Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur-minded firm which is supported by a top-tier private equity-...Work experience placementWork at officeLocal areaWorldwideVisa sponsorshipWork visaFlexible hours3 days per week- TD is hiring an Analyst/Associate for its Investment Banking Credit group in New York City. In this role, you'll analyze financial metrics, build capital structure models, and support the Investment Banking teams in servicing clients. Candidates should hold a Bachelor'...
$170k
...retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services... ...nationally and seeking experienced Investment Banking Associates across our offices for both M&A and Restructuring advisory....Full timeInternshipWork at officeLocal areaRemote work- ...Our client, a boutique investment bank is looking to add an Associate to their team in New York, NY. You'll be a part of a 3-6 person deal team covering M&A, private equity recapitalization, capital raising and strategic advisory engagements. This role offers hands-on...
- ...Awards (2024), Proximo (2022), and IJGlobal (2021). The Opportunity Our Associate program is designed to cultivate the quantitative and qualitative skills necessary to excel in an investment banking career. You will receive both formal and on-the-job training throughout...Permanent employmentFull timeImmediate startRemote work
$170k - $190k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 18... ...Our Investment Banking department is actively looking for an Associate to join the Consumer & Retail Group in our New York office....$100 - $130 per hour
...Obsidian is recruiting Investment Banking Experts for a research project with a leading AI lab. Candidates should have at least 2 years of experience at top investment banking firms and expertise in areas such as financial modeling, pitch decks, and company analysis....Hourly payPart time10 hours per week- ...Leonis Partners is a Technology and Technology Services focused investment bank that serves a leading advisor to companies and their... ...services companies in the public and private markets. As an Associate, the role requires an ability to multi-task in a fast-paced environment...Work at office
$175k - $225k
...that same drive. Moelis & Company is seeking an experienced Associate to join its Real Estate, Gaming, Lodging & Leisure (REGLL)... ..., gaming, and lodging Requirements Experience in investment banking, corporate finance, M&A, or a related field Strong financial...$130k
...an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families... ...ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory...Work at officeLocal areaImmediate start$160k - $225k
...TripleTree - Investment Banking Associate TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment...Full timePart timeLocal area$145k
...Make: Role Description: Structuring, pricing, and execution of trade receivable securitization transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact forclients exploring methods to optimize...Hourly payFull timeContract workWork experience placementWork at officeShift work$150k - $225k
...Our New York office is looking for an Investment Banking Associate to join the Transportation Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures...Temporary workWork at office- ...Shriners Children's is seeking a Workday System Analyst - Generalist to focus on HR administration, configuration, and support across various HCM workstreams. The ideal candidate will maintain data accuracy, optimize HR processes, and support end-users to ensure operational...
- ...’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC,... ...The successful candidate will be a Vice President or Senior Associate based in Jefferies’ New York office. They will manage transaction...Interim roleWork at office
$150k - $225k
...is a leading global services firm providing a wide range of investment banking, securities, investment management and wealth management services... ...coverage groups across sectors. We are looking for an Associate to join our New York office. The successful candidate will work...Temporary workWork at officeWorldwide$150k - $170k
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle‑market investment bank and full‑service broker‑dealer with roots tracing back to 188... ...Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity...- Our client, aleading independent global investment bank with a strong is actively seeking an Associate for its Consumer team. This team hasdeep expertise across retail, consumer products, food & beverage, beauty, wellness, and e-commerce and is recognized for its long-...
$175k - $225k
Location 1301 Avenue of the Americas, New York, NY Overview KeyBank’s Healthcare M&A Investment Banking Associate role offers a comprehensive range of investment banking services to meet the M&A, capital raising and strategic needs of our clients in the healthcare sector...$96k - $181k
...transactions. The individual will have strong working knowledge of investment banking principles. They are responsible for performing industry... ..., management presentations, and other written materials. Associates are not assigned new business responsibilities but will be an...Work at officeFlexible hours- A leading global investment banking firm in New York is seeking Investment Banking Associates. Responsibilities include creating financial models, preparing presentations, and conducting due diligence. The ideal candidate has a strong academic background, experience in...
$175k - $185k
Project Finance Investment Banking - Associate page is loaded## Project Finance Investment Banking - Associatelocations: New York, NYtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: June 30, 2026 (30+ days left to apply)job requisition id: 1...Work experience placementWork at officeLocal areaRemote work$130 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Investment Banking Expert Type: Contract Compensation: $130/hour Location: Remote Duration: Minimum four weeks...Remote jobHourly payWeekly payContract workFor contractorsSummer work$175k - $225k
...Investment Banking Strategy Associate / Vice President The pay range for this position at commencement of employment is expected to be between $175K and $225K per year (see below footnote for additional compensation and benefits information). Nomura is a global financial...Relocation package
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