Investment Banking Associate

Our client, a growing integrated financial services firm that specializes in lower to middle market investment banking, is looking to add an Investment Banking Associate to its team in Dallas, TX.

• Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses.
• Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses.
• Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination.
• Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
• Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events.
• Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries.
• Participate in client calls and meetings alongside senior bankers, gaining direct exposure to deal strategy and client communication.
• Collaborate across the firm's integrated platform to ensure seamless execution and value creation for clients.
• Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of investment banking experience required.
• Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel.
• Experience supporting live deal execution across multiple work streams.
• Ability to review, guide, and develop junior team members' work product.
• Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders.
• Highly organized, detail‑oriented, and able to manage competing priorities in a fast‑paced environment.
• Collaborative, client‑focused mindset.

• Promotions are fully merit‑based. Advancement is driven by performance and contribution, not tenure, class year, etc. High performers move up as fast as their work justifies.
• Direct exposure to live deals from day one, working alongside senior bankers on strategy and client communication.
• A growing platform where you help shape processes, templates, and best practices as the practice scales.