Investment Banking Associate

The Associate will collect, analyze, summarize, and discuss clients most sensitive data - preparing clients to enter the mergers & acquisitions market. They will be responsible for pulling key attributes from financial statements, contracts, and other corporate documents. In addition, the Associate will identify risks, value businesses, and set or adjust client expectations. Job Responsibilities: Support senior bankers in all aspects of M&A deal execution. This includes but is not limited to data gathering and analysis, marketing materials preparation, buyer list development, buyer outreach, data room management, and supporting all stages of diligence and transaction closing From time to time, support senior bankers in origination activities including pitch presentation preparation, industry analysis, buyer research, and company strategic positioning analysis Develop and maintain client relationships by communicating effectively to ensure expectations of both buyer and seller are met Gather comprehensive information about client’s business through multiple sources to ensure a thorough and accurate analysis for client promotion Prepare and routinely update marketing materials, financial statements and business intelligence reports focusing on the company’s strengths and opportunities Analyze client’s financial situation, including historical, current and expected future performance and prepare financial statements Develop relationships with the investment community which include private equity funds, family offices and corporate acquirors and update marketing materials with current information Ensure the CRM system is up to date with information about each client Provide consultative guidance on accounting, financial and valuation matters Participate in proactive team efforts to achieve departmental and company goal Provide leadership to others through example and sharing of knowledge/skills Comply with all policies, practices and procedures and perform other duties as assigned Job Requirements: Minimum 2-4 years of middle market investment banking experience (e.g. likely have completed your analyst years, a full analyst training program, and could be a first year associate). Preferably from the M&A or leverage finance product team or experience on an industry coverage team such as industrials, business services, consumer, or tech Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables Proficient personal computer skills include electronic e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc. Ability to handle multiple tasks simultaneously Ability to handle a rigorous schedule of deadlines Experienced in professional business writing preferred; including writing business plans and information memorandums Prioritization and organization skills Proficient in financial-modeling, financial-analysis in Excel; exceptional power point presentation skills Proficiency using modern AI tools (e.g. Claude, ChatGPT, etc.) Commercial understanding and awareness of business and operations in various industries. No personal history of enforcement actions by the Securities Exchange Commission, FINRA, or any state securities regulatory bodies Bachelor’s degree with a concentration or advanced degree Finance, Marketing, or Accounting or an unrelated degree with significant work experience in one or more of these fields Ability to obtain a Florida real-estate sales associate license within 90 days of employment Availability for occasional travel Must be able to work full‑time in the office as this is not a remote or hybrid position #J-18808-Ljbffr