Finance & Banking Associate, Corporate Finance

Investment Banking Associate, M&A Associate

Location:

Richmond, VA
Experience Level: Associate (typically 2-5 years of relevant experience)
Compensation:
Competitive salary and bonus package based on experience.

About Us

We are an independent or boutique investment bank specializing in sell-side M&A advisory for middle-market companies. Based in Richmond, VA, we provide expert guidance to business owners seeking to sell or divest their companies. Our collaborative, entrepreneurial culture offers significant client exposure and a direct role in all phases of the transaction process.

Position Overview
We are seeking a highly motivated and experienced Investment Banking Associate to join our team in Richmond. The ideal candidate will have prior experience in M&A, corporate finance, or private equity and a demonstrated ability to perform complex financial analysis and manage transaction work streams. This role is a key part of our lean deal teams, working closely with senior bankers and client executives to execute sell-side mandates from origination to closing.

Key Responsibilities

• Transaction Execution:
  Lead the day-to-day execution of sell-side M&A transactions, including preparing confidential information memoranda (CIMs), pitch books, and other marketing materials.
• Financial Analysis:
  Develop and maintain complex financial models, including discounted cash flow (DCF), comparable company analysis, precedent transactions, and leveraged buyout (LBO) analyses.
• Due Diligence:
  Manage the due diligence process, coordinating information flow between the client, potential buyers, legal advisors, and accounting partners.
• Research and Sourcing:
  Conduct in-depth industry and company-specific research to identify potential strategic buyers or investors.
• Client Interaction:
  Participate in client meetings, management presentations, and buyer discussions. Act as a primary point of contact for clients throughout the process.
• Business Development:
  Support senior bankers in new business development efforts by creating pitch materials and contributing to market research.
• Mentorship:
  Assist in the training and mentorship of junior analysts on the team.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; an MBA or CFA designation is a plus.
• 2-5 years of relevant experience in investment banking, corporate finance, private equity, or a related M&A finance field.
• Strong financial modeling and valuation skills are essential.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.
• Assertive, self-motivated, and able to succeed in a fast-paced, entrepreneurial environment.
• Highly organized with meticulous attention to detail.
• Ability to work both independently and collaboratively as part of a small, dynamic team.
• Based in or willing to relocate to the Richmond, VA, area.

Why Join Us?

• High-Impact Role:
  Work on significant transactions with direct exposure to clients and senior leadership from day one.
• Entrepreneurial Culture:
  Thrive in a supportive environment that rewards initiative and provides clear opportunities for upward mobility.
• Strong Deal Flow:
  Join a firm with a robust pipeline of deals, offering continuous opportunities to build your experience.
• Richmond Advantage:
  Be part of the growing financial services scene in Richmond, with opportunities for both professional growth and work-life balance.

How to Apply

Posted On: Thursday, October 9, 2025