Job Description
Investment Banking Associate (M&A, Financial Modeling, Valuations & Capital Markets)
Position Type: Full-Time, Remote
Working Hours: 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 and valuation
- M&A transaction execution
- Due diligence coordination
- Investor and client materials
- Deal process management
- Strategic financial analysis
You’ll work closely with:
- Managing Directors
- Vice Presidents
- Analysts
- Clients
- Lawyers and 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 and sensitivity analysis
Evaluate:
- Valuation assumptions
- Transaction structures
- Financing impacts
Support strategic recommendations through quantitative analysis
M&A & Transaction Execution
Support live:
- Buy-side transactions
- Sell-side transactions
- Capital raises
- Strategic advisory engagements
Coordinate:
- Due 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 and opportunities
- Market positioning
Incorporate findings into:
- Valuation assumptions
- Strategic recommendations
- Client materials
Team Collaboration & Leadership
Review analyst work for:
- Accuracy
- Formatting
- Financial integrity
Support Vice Presidents and Managing Directors with:
- Meeting preparation
- Transaction updates
- Financial insights
Mentor junior analysts and help maintain high-quality deliverables
Compliance & Governance
Ensure all transaction materials comply with:
- Confidentiality standards
- Regulatory requirements
- Internal controls
Maintain:
- Audit-ready financial models
- Version control
- Transaction documentation
Requirements
Must-Have Experience
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
- Comparable company analysis
- Precedent transaction analysis
Experience using:
- Bloomberg
- Capital IQ
- FactSet
- PitchBook
Preferred Qualifications
MBA, CFA, or CPA designation preferred
Experience with:
- Buy-side transactions
- Sell-side transactions
- Capital raising engagements
Exposure to industries such as:
- Technology
- Healthcare
- Financial Services
- Real Estate
Prior leadership or mentorship experience with analysts
What Makes You a Strong 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 excellent 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 Metrics for Success (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 advance into:
- Vice President
- 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
- Want exposure to complex M&A and advisory work
this role is a strong fit for you.
