Investment Banking Associate

• Business development support for Managing Directors/Directors/Vice Presidents, including prospecting and pitch participation.
• Contribute to M&A deal execution – own models, material preparation, diligence, documentation and closing aspects.
• Mentor and manage Analysts on each engagement, reviewing their financial models, pitch materials, and client presentations for accuracy and strategic relevance.
• Develop and maintain complex financial models, including DCF, LBO and merger models, to support valuation and transacting structuring.
• Develop sector expertise and market presence in Energy Transition, including attending industry events and authoring thought‑leadership articles.
• Contribute to client relationships by participating in meetings, preparing presentation materials, and communicating updates and analyses clearly and professionally.
• Coordinate due diligence efforts by liaising with clients, attorneys, accountants, and other stakeholders throughout transaction lifecycle.
• Uphold FMI’s Code of Conduct and contribute to firm-wide initiatives and practice development.

• Bachelor’s degree required; MBA or other advanced degree is a benefit.
• 3‑5 years of investment banking, private equity or corporate development experience OR 2+ years post‑MBA, with demonstrable progression.
• Strong quantitative, analytical and financial modeling skills.
• Proven leadership of junior team members and ability to manage multiple projects in a fast‑paced environment.

Demonstrates expertise in financial modeling, including DCF, LBO, and merger models, while effectively managing and mentoring junior team members in a fast‑paced investment banking environment. Strong ability to contribute to M&A deal execution and develop sector expertise in Energy Transition.

• Financial Modeling
• M&A Deal Execution
• Leadership of Junior Team Members
• Investment Banking Experience
• Energy Transition Sector Expertise

• Financial Modeling
• DCF Models
• LBO Models
• Merger Models
• Quantitative Analysis
• Analytical Skills
• Pitch Material Development
• Due Diligence Coordination
• Documentation Preparation
• Client Presentation

• Mentoring
• Project Management
• Communication

• Bachelor's Degree
• MBA or Advanced Degree

• Investment Banking
• Private Equity
• Corporate Development
• Energy Transition
• Market Presence
• Thought-Leadership
• Client Relationships
• FMI's Code of Conduct