Job description
Role Overview:
Our client is a fast-growing, remote-first investment banking firm seeking a highly capable Associate to support deal execution across M&A and capital markets. This role offers hands-on experience with seasoned founders, leadership opportunities, and a collaborative culture that values work-life balance. Ideal candidates are entrepreneurial, technically strong in financial modeling, and eager to help build and shape the firm’s future.
Key Responsibilities:
Market research including but not limited to competitor analysis, industry research, and using raw datasets to create insights into niche subject areas.
Lead financial modeling and valuation analyses, by taking raw financial data form clients and creating transaction structuring, working capital pegs, and LBO models.
Develop client-facing materials for M&A and capital markets transactions, including strategic presentations and confidential information memorandums.
Work closely with senior team members and clients to execute transactions and assess strategic alternatives.
Manage execution processes, ensuring seamless transaction workflows and high-quality deliverables.
Actively contribute to recruiting and firm-building initiatives.
Experience: 1–2 years in investment banking or comparable experience (top-tier consulting or sell-side equity research with relevant transaction exposure will be considered). Would consider transaction advisory roles depending on transaction exposure and role.
Education: Strong academic credentials preferred, though not required.
Technical Expertise: Proficiency in PowerPoint and financial modeling, including LBO, 3-statement modeling, and detailed business plan forecasting.
Intellectual Curiosity: Not all tasks are as straight forward as creating presentations and the firm values those able to adapt, use new tools, and find creative solutions to aid efficiency.
Professional Presence: Strong communication skills with the ability to engage effectively with senior professionals, clients, and key stakeholders.
Self-Motivated: Highly driven individual who thrives in a fast-paced environment and can operate with a high degree of independence. The firm does not look to micro-manage and wants this role to feel entrepreneurial with the ability to chase ideas of their own.
Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
Salary : $1500/month
Timezone: EST
