CareerPlan

Associate, Banking

New York, New York, United States of AmericaFull-time$225k2026-11-09 → 2026-11-10

Core

Provide financial advisory services related to mergers and acquisitions, create transaction structures, and perform financial and valuation analysis for clients.

Role type

Associate Investment Banker (M&A)

Builds

Transaction structures, marketing materials (Teasers, CIMs, Management Presentations), and financial models.

Domain

Investment Banking / Mergers & Acquisitions

Required skills

Financial modeling (DCF, LBO, merger models), Valuation analysis, Financial statement analysis, Capital structure analysis, Excel modeling, PowerPoint presentation, Virtual data room platforms, Financial databases (S&P Capital IQ, Bloomberg, Mergermarket)

Preferred skills

Cross-border transaction experience

Responsibilities

Create transaction structures that address key client concerns; Coordinate various parties to ensure due diligence process; Perform financial and valuation analysis; Prepare marketing materials including Teaser, Confidential Investment Memorandum, and Management Presentation; Support senior stakeholders with investor outreach.

Seniority

Associate (2 years experience)