Investment Banking | Business Services & Engineering | Elite Boutique

Investment Banking Opportunity | Business Services & Engineering | Elite Boutique

Level: Investment Banking Senior Analyst / Associate

Location:

NYC or Miami

Compensation: $300 - $600k all in

Our client is a highly regarded independent investment bank providing M&A and strategic financial advisory services to businesses across the Business Services and Engineering sectors. The firm advises founders, private equity sponsors, and corporate clients on transactions that shape businesses and create long-term value.

This is an opportunity to take on meaningful responsibility within a collaborative, entrepreneurial team. You will gain direct client exposure, work closely with experienced senior bankers, and contribute across the full transaction lifecycle on high-profile middle-market deals.

Key Responsibilities

• Build financial models and perform valuation analyses to support M&A transactions and strategic advisory engagements.
• Develop compelling transaction materials, including pitch books, Confidential Information Memorandums (CIMs), and management presentations.
• Analyze financial statements, business performance, and market trends to inform transaction strategy.
• Support live deal execution, coordinating due diligence and managing transaction work streams.
• Conduct company and industry research, comparable company analyses, and precedent transaction analyses.
• Work directly with senior bankers and clients throughout the transaction process.
• Mentor junior colleagues and contribute to a supportive, high-performing team.

Qualifications

• 2–3 years of investment banking experience, with meaningful exposure to M&A execution.
• Strong financial modelling, valuation, and analytical skills, including advanced Excel proficiency.
• Excellent written and verbal communication skills, with the ability to turn complex analysis into clear, persuasive materials.
• Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• A proactive, collaborative approach and an interest in taking ownership of your work.
• A bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline; an MBA or master’s degree is a plus.
• Experience in Business Services or Engineering is welcome, although candidates with relevant M&A experience across other sectors are encouraged to apply.

Why Join?

Meaningful deal exposure:
Contribute to middle-market M&A transactions from preparation through execution.

Access to senior leadership:
Work alongside experienced bankers and learn through direct involvement in client engagements.

Responsibility and ownership:
Play an active role in transaction execution within an entrepreneurial environment.

Collaborative culture:
Join a team that values initiative, thoughtful analysis, and shared success.

Why Work With Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

If the above opportunity is of interest to you, please apply today to Jason Fontanarosa in confidence.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.