Investment Banking Associate

Job Description

💼 Investment Banking Associate (M&A, Financial Modeling, Valuations, Capital Markets)

Full-Time | Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly analytical and execution-focused Investment Banking Associate to support live M&A transactions, capital raises, and strategic advisory engagements.

This role is focused on:

✅ Financial modeling & valuation

✅ M&A transaction execution

✅ Due diligence coordination

✅ Investor & client materials

✅ Deal process management

✅ Strategic financial analysis

You’ll work closely with:

• Managing Directors
• Vice Presidents
• Analysts
• Clients
• Lawyers & Advisors

to ensure transactions move efficiently, accurately, and on schedule.

This is an ideal opportunity for candidates who thrive in fast-paced deal environments and enjoy high-impact financial work.

🔥 What You’ll Own

Financial Modeling & Valuation

• Build and maintain advanced financial models including:

  • DCF models
  • LBO models
  • merger models
  • operating models

• Conduct:

  • comparable company analysis
  • precedent transaction analysis
  • scenario & sensitivity analysis

• Evaluate:

  • valuation assumptions
  • transaction structures
  • financing impacts

• Support strategic recommendations using quantitative analysis

M&A & Transaction Execution

• Support live:

  • buy-side transactions
  • sell-side transactions
  • capital raises
  • strategic advisory engagements

• Coordinate:

  • diligence requests
  • transaction timelines
  • client deliverables

• Manage:

  • virtual data rooms
  • due diligence trackers
  • deal documentation workflows

• Liaise with:

  • lawyers
  • accountants
  • consultants
  • client stakeholders

Pitch Books & Investor Materials

• Draft and refine:

  • pitch books
  • confidential information memoranda (CIMs)
  • teasers
  • management presentations
  • investor decks

• Prepare polished client-facing materials with exceptional attention to detail

• Translate complex financial analysis into executive-ready presentations

Research & Market Analysis

• Conduct:

  • industry research
  • competitive analysis
  • market trend analysis

• Analyze:

  • transaction environments
  • risks & opportunities
  • market positioning

• Incorporate findings into:

  • valuation assumptions
  • strategic recommendations
  • client materials

Team Collaboration & Leadership

• Review analyst work for:

  • accuracy
  • formatting
  • financial integrity

• Support VPs and MDs with:

  • meeting preparation
  • transaction updates
  • financial insights

• Mentor junior analysts and assist in maintaining high-quality deliverables

Compliance & Governance

• Ensure all transaction materials comply with:

  • confidentiality standards
  • regulatory requirements
  • internal controls

• Maintain:

  • audit-ready models
  • version control
  • transaction documentation

✅ Required Experience & Skills

• 2–4 years of experience in:

  • investment banking
  • corporate finance
  • private equity
  • transaction advisory

• Advanced Excel skills including:

  • financial modeling
  • valuation analysis
  • scenario modeling

• Advanced PowerPoint and presentation skills

• Strong understanding of:

  • DCF valuation
  • LBO analysis
  • precedent transactions
  • comparable company analysis

• Experience with:

  • Bloomberg
  • Capital IQ
  • FactSet
  • PitchBook

⭐ Ideal Experience

• MBA, CFA, or CPA preferred

• Experience with:

  • buy-side transactions
  • sell-side transactions
  • capital raising

• Exposure across industries such as:

  • technology
  • healthcare
  • financial services
  • real estate

• Prior leadership or mentorship experience with analysts

🧠 What Makes You a Great Fit

• Strong financial and analytical mindset
• Exceptional attention to detail under pressure
• Comfortable managing multiple live deals simultaneously
• Strong communicator with executive presence
• Highly organized with strong deadline management skills
• Ability to work independently while collaborating across teams

📅 What a Typical Day Looks Like

• Update valuation and transaction models using client financial data
• Build pitch books, CIMs, and investor presentations
• Coordinate due diligence requests and manage data room workflows
• Conduct market and transaction research
• Review analyst work and ensure quality control
• Prepare senior bankers for client meetings and negotiations
• Support live transaction execution across multiple workstreams

In short:

You help drive transactions from analysis to execution while ensuring clients and senior bankers have complete confidence in the quality of work delivered.

📊 Key Success Metrics (KPIs)

• Accuracy and reliability of financial models
• Timely delivery of pitch books and transaction materials
• Successful coordination of due diligence processes
• Positive client and senior banker feedback
• Quality and clarity of presentations and analyses
• Effective mentorship and analyst support

🌟 Why This Role Stands Out

• Work directly on live M&A and capital markets transactions

• Exposure to complex financial modeling and strategic advisory work

• High visibility with senior bankers and executives

• Opportunity to accelerate into:

  • VP
  • Private Equity
  • Corporate Development
  • Strategic Finance

• Collaborative and high-performance deal environment

• Fully remote flexibility aligned with U.S. transaction schedules

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Technical Assessment

(DCF or M&A modeling exercise)

• Client Interview with Senior Bankers
• Offer & Background Verification

👉 Apply Now

If you:

• enjoy financial modeling and transaction execution,
• thrive in high-performance deal environments,
• and want exposure to complex M&A and advisory work,

this role is a strong fit for you.