CareerPlan

Business Services Investment Banking, Associate, NY, Global Advisory

New York, NY, USFull-time$175k–$200k2026-08-04 → 2026-11-09
Based in United States

Core

Execute live M&A and strategic advisory deals in Business Services across North America and globally.

Role type

Associate Investment Banker (M&A)

Builds

Sell/buy side M&A transactions, spin-offs, LBOs, and debt/equity advisory projects.

Domain

Financial Services / Investment Banking

Required skills

M&A deal execution, financial modelling, valuation analysis, strategic alternatives analysis, client pitch drafting, economic and industry research, team management

Preferred skills

Prior M&A experience at an advisory firm or investment bank, quantitative and analytical skills, leadership in team environments, long-term relationship building, project management in fast-paced environments, knowledge of financial regulatory environments

Technologies

Microsoft Office (Word, PowerPoint, Excel)

Responsibilities

Execute live deals in multiple verticals including sell/buy side M&A, spin-offs, and LBOs; oversee and assist in financial modelling and valuation analyses; spearhead analysis of corporate finance transactions; draft client pitches and marketing materials; conduct economic and industry research; manage analysts and work streams; attend client meetings and conferences

Seniority

Associate, hands-on IC