Investment Banking Associate
Core
Supporting middle-market M&A transactions through data analysis, financial modeling, and due diligence for buyers and sellers.
Role type
Investment Banking Associate (M&A)
Builds
M&A transaction support materials, financial models, and strategic analysis for middle-market clients.
Domain
Investment Banking / Mergers & Acquisitions / Middle Market
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, valuation analysis, industry research, due diligence execution, document drafting, stakeholder communication, strategic transaction analysis
Preferred skills
MBS degree, experience in transactional fields
Technologies
Financial modeling software, valuation tools
Responsibilities
Oversee analyst duties including review of modeling and research methodology; develop analytical components for M&A transactions; research industries and companies for buyer lists; create financial models and valuations for financing and structure; write sections of selling documents; assemble due diligence lists and engagement letters; communicate with buyers, financial institutions, and clients; participate in strategic transaction discussions
Seniority
Mid-level IC (3+ years experience)
