Investment Banking, Associate/Vice President, M&A
Core
Support the Investment Banking team in M&A and Strategic Advisory by executing deal processes, preparing financial models, and advising clients on equity and debt transactions.
Role type
Investment Banking Associate/Vice President (M&A)
Builds
M&A advisory transactions, capital raise offerings, and strategic advisory services
Domain
Financial Services / Investment Banking
Deliverable
client delivery
Required skills
Financial modeling, valuation analysis, due diligence, client relationship management, project management, advanced Excel, PowerPoint, Bloomberg, CapIQ
Preferred skills
Leadership in team settings, use of firm-sponsored AI tools
Responsibilities
Coordinate transaction processes including capital raise and advisory transactions, Lead preparation of company valuations and financial models, Conduct industry and company-specific due diligence, Interact with corporate clients, private equity, and venture capital firms, Supervise and mentor junior bankers, Identify new business opportunities and develop tailored recommendations
Seniority
Mid-Senior, hands-on IC
