CareerPlan

Investment Banking Associate/ Senior Associate, Mergers and Acquisitions ('M&A')

New York, NY, USFull-time$175k–$225k2026-10-20 → 2026-11-09

Core

Intermediate-level investment banking professional assisting clients in raising capital and providing strategic advisory for mergers, acquisitions, and financial transactions.

Role type

Investment Banking Associate / Senior Associate (M&A)

Builds

Capital raising solutions and M&A advisory services for clients

Domain

Financial Services / Investment Banking

Required skills

M&A execution, capital raising, financial analysis, corporate transaction evaluation, risk assessment, compliance, client development, team management

Preferred skills

Series 79 and 63 licenses, experience in evaluating corporate structures

Technologies

N/A

Responsibilities

Assist in execution of investment banking business activities, manage and mentor analysts, assess risk and drive compliance, contribute to building the firm's franchise

Seniority

Mid-level (5-8 years experience), hands-on IC with mentorship duties