Investment Banking Analyst​/Associate

Investment Banking Analyst / Associate

Salary: USD
75000 - USD
130000 per annum

Our client is a highly respected boutique investment banking and advisory firm focused on serving founder-owned, family-owned, and private equity-backed businesses across the lower middle market. The firm advises clients on mergers and acquisitions, divestitures, capital raises, restructuring engagements, and strategic growth initiatives across a variety of industries, including industrials, healthcare, business services, consumer, distribution, and technology.

The platform offers professionals the opportunity to work directly with senior bankers and clients while gaining meaningful exposure across all phases of the transaction lifecycle. Unlike larger institutions with highly specialized roles, team members are given significant responsibility, direct client interaction, and the opportunity to contribute to transactions from initial engagement through successful execution.

Support the execution of M&A advisory, capital raising, and strategic advisory engagements

Build and maintain detailed financial models, valuation analyses, and operating models

Prepare pitch books, confidential information presentations, management presentations, and other client-facing materials

Conduct company, industry, and market research to support transaction and business development efforts

Assist in the preparation of buyer and investor lists, outreach materials, and transaction process management

Coordinate due diligence processes and data room management

Analyze financial statements, operating metrics, and strategic alternatives to develop actionable recommendations for clients

Participate in client meetings, management presentations, and investor discussions

Work closely with senior bankers throughout all stages of transaction execution

1+ years of investment banking, transaction advisory, valuation, corporate development, or other relevant financial services experience

Strong foundation in accounting, corporate finance, and valuation methodologies

Advanced Excel and PowerPoint skills

Demonstrated ability to manage multiple projects in a fast-paced environment

Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline

3+ years of investment banking, transaction advisory, corporate finance, or related experience

Proven experience executing M&A transactions and capital raising assignments

Strong financial modeling and valuation capabilities

Ability to manage work streams independently while mentoring junior team members

Excellent verbal and written communication skills with client-facing capabilities

Experience advising founder-owned, entrepreneur-led, or private equity-backed businesses

Exposure to middle-market or lower middle-market transactions

Knowledge of M&A processes, due diligence, and transaction structuring

Industry exposure to industrials, healthcare, business services, consumer, technology, or distribution sectors

Significant exposure to live transactions and meaningful client interaction

Lean team environment with direct access to senior leadership

Opportunity to take ownership of work streams and accelerate professional development

Broad industry exposure across diversified middle-market sectors

Collaborative culture emphasizing partnership, integrity, and long-term client relationships

Clear opportunity for increased responsibility and advancement based on performance

This role is ideal for candidates seeking a collaborative boutique environment where they can gain hands-on transaction experience, work closely with decision-makers, and play a meaningful role in helping clients navigate transformational business events.