Investment Banking Associate
Listed on 2026-06-26
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Finance & Banking
Corporate Finance, Financial Advisor / Consultant, Financial Analyst
Join to apply for the Investment Banking Associate role at Plante Moran
Join to apply for the Investment Banking Associate role at Plante Moran
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you.
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.
Our Team Of Professionals Has More Than 230+ Years Of Industry Experience And Is Organized By Industry, With Specializations In Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, And Healthcare. We Bring Up-market Analysis, Strategy, And Capability To The Middle Market By
- Fostering a deep and trusting relationship with each client.
- Providing continuous senior level involvement throughout the process.
- Developing supported positioning points aligned with value drivers and growth opportunities.
- Identifying potential impact risk factors and creating mitigating strategies.
- Leveraging the deep industry experience.
- Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.
Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
Your role .
You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.
Your Work Will Include, But Not Be Limited To
- Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
- Developing various analytical and data-driven components for the development of M&A transactions
- Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
- Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
- Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
- Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
- Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
- Participation in strategic discussions surrounding the transaction.
- Bachelor's degree in accounting or finance, MBS preferred but not required
- At least 3 years work experience in investment banking or transactional related field is required.
- Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.
Expertise. Integrity. Results.
These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
- We live and work by the Golden Rule
- We offer a work-life balance that is generally not available with large investment banks
- We have a promote from within mentality with opportunities for advancement
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