Investment Banking Associate​/Senior Associate

Investment Banking Associate/Senior Associate

We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our dynamic team. As an Associate, you will play a key role in executing transactions, managing client relationships, performing financial analyses, and supporting senior bankers in delivering strategic advisory services. This position requires a strong foundation in finance, excellent communication skills, and the ability to work in a fast-paced, high-pressure environment.

• Job Title: Investment Banking Associate/Senior Associate
• Reports to: President/CEO, MD/Director or VP
• President
  
  Location:
  
  5021 Ridge Road, Wadsworth, OH 44281

• Transaction Execution:
  Lead due diligence processes, create marketing materials (pitch books, CIMs), manage data rooms, and coordinate internal and external parties.
• Financial Modeling:
  Develop, review, and refine complex financial models including DCF, LBO, merger models, and comps analyses.
• Client Engagement:
  Participate in client meetings, help manage communications, and ensure timely delivery of deal-related information.
• Market Research & Analysis:
  Conduct industry research, competitive benchmarking, and company valuation to support pitches and transaction materials.
• Team Leadership:
  Mentor and train Analysts; provide quality control on models and presentations.
• Pitch Development:
  Collaborate with senior bankers to create and tailor strategic presentations and pitch books for prospective clients.

• Bachelor’s degree in Finance, Economics, Business, or related field; MBA, CPA or CFA a plus.
• 2–4 years of experience in investment banking or related fields (corporate finance, private equity, or management consulting).
• Strong financial modeling and analytical skills.
• Excellent verbal and written communication skills.
• High attention to detail and ability to manage multiple work streams under tight deadlines.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, Pitch Book, etc.).
• Working knowledge of CRMs including ACT! and Deal Cloud.

• Competitive salary and benefits package based on experience and qualifications.