CareerPlan

Associate, Corporate Finance Advisory

New York, NY, USFull-time$190k–$230k2026-10-18 → 2026-11-09
On-site

Core

Quantitative associate leading analytical, data-driven content and strategic financial advisory for corporate clients on capital structure, financing strategy, and credit positioning.

Role type

Associate, Corporate Finance Advisory (Investment Banking)

Builds

Financial models, presentations, and strategic recommendations for capital raising, M&A, and shareholder strategy.

Domain

Investment Banking / Corporate Finance / Capital Markets

Required skills

Financial modeling, valuation, credit analysis, capital allocation, scenario modeling, data synthesis, equity and credit perspectives, client relationship management, due diligence support

Preferred skills

MBA/Masters/PhD in quantitative field, CFA/CPA designations, experience in investment banking/capital markets/rating agencies/consulting/equity or credit research

Technologies

Financial modeling tools, data analysis frameworks

Responsibilities

Evaluate strategic and financial needs of corporate clients; synthesize company, industry, and market data to generate differentiated ideas; apply equity and credit perspectives for recommendations; collaborate with analyst teams to deliver high-quality work; support deal sourcing and execution through fundamental analysis and scenario modeling

Seniority

Associate, entry-to-mid level IC