Investment Banking Investment Associate

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Associate / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

This posting represents the type of Investment Banking Investment Associate roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on deal execution, client engagement, and investment analysis.

More information is available .

A leading middle-market investment bank may seek an Investment Banking Investment Associate to support transaction execution, portfolio analysis, and client advisory work. This role blends advanced financial modeling, strategic insights, and direct client interaction, making it ideal for candidates looking to progress quickly in investment banking and investment management.

Lead financial modeling and valuation efforts for M&A, capital markets, and restructuring transactions

Conduct in-depth industry research, benchmarking, and investment due diligence

Support portfolio analysis, risk assessment, and scenario planning for potential investments

Prepare pitch books, investment memoranda, and client-facing presentations with minimal supervision

Coordinate due diligence, manage data rooms, and ensure seamless transaction execution

Collaborate with senior bankers and deal teams to develop investment strategies and client recommendations

Drive process improvements, platform efficiency, and reporting consistency across deals

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline; MBA or relevant graduate study a plus

Strong skills in financial modeling, valuation techniques, and investment analysis

Proven analytical, quantitative, and communication abilities

Ability to manage multiple live transactions in a fast-paced environment

High attention to detail, strong organizational skills, and proactive problem-solving

Prior internship or full-time experience in investment banking, private equity, consulting, or corporate finance highly desirable

Proficiency in Excel, PowerPoint, and financial research tools (e.g., Bloomberg, Capital IQ, Fact Set)

This Investment Banking Investment Associate description reflects the types of opportunities available exclusively to Career Launch AI members, including:

Roles shared directly with Career Launch AI by employers

Opportunities not posted publicly

Warm introductions to hiring managers and recruiters

AI-supported job targeting and application support

Interview coaching and preparation

Career Launch AI members gain access to over 1,000+ curated roles across:

Investment Banking

Private Equity & Venture Capital

Corporate Finance

Technology (FAANG-level and startups)

Product Management

Data, Operations, and more

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:

AI-powered job application automation

Warm introductions to decision-makers

Sector-specific resume optimization

Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

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