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Associate, Investment Banking | Boston | Dallas | NY | Richmond

Associate, Investment Banking | Boston | Dallas | NY | Richmond
February 25, 2022 admin

Investment Banking firm is seeking Associates to join their offices in Boston, Dallas, NYC and Richmond. Seeking experienced bankers with sell-side M&A transaction execution experience to work closely with senior staff, while executing a variety of corporate finance transactions and supporting business development initiatives.


  • Associate will analyze companies, industries, historical financial statements and prospective financial information
  • Perform valuation analyses and build financial models
  • Draft transaction marketing documents and proposal materials
  • Ability to assist in identifying appropriate investors and/or strategic and financial buyers
  • Executing and managing due diligence
  • Maintain relationships with client personnel
  • Analyze M&A market trends and write related industry research
  • Ability to assist in training, mentoring and oversight of team analysts & interns


  • Bachelor’s Degree
  • 1-2 years of investment banking, sell-side M&A transaction execution experience
  • Financial statements and financial modeling understanding
  • Aptitude for quantitative and qualitative analysis
  • Strong interpersonal and analytical skills
  • Team player, self starter with ability to excel in a fast paced environment
  • Attention to detail, leadership and work ethic
  • Strong communication skills (written and verbal)
  • Excellent work initiative and the ability to adapt to new challenges and ideas
  • Ability to travel, when needed
  • FINRA series 79 preferred
  • Salary $110,000-$125,000 plus bonus