Investment Banking Associate

💼 Investment Banking Associate (M&A, Financial Modeling, Valuations, Capital Markets)

Full-Time | Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly analytical and execution-focused Investment Banking Associate to support live M&A transactions, capital raises, and strategic advisory engagements.

This role is focused on

• ✅ Financial modeling & valuation
• ✅ M&A transaction execution
• ✅ Due diligence coordination
• ✅ Investor & client materials
• ✅ Deal process management
• ✅ Strategic financial analysis

You’ll work closely with

• Managing Directors
• Vice Presidents
• Analysts
• Clients
• Lawyers & Advisors

to ensure transactions move efficiently, accurately, and on schedule.

This is an ideal opportunity for candidates who thrive in fast-paced deal environments and enjoy high-impact financial work.

🔥 What You’ll Own

Financial Modeling & Valuation

• Build and maintain advanced financial models including:
• DCF models
• LBO models
• merger models
• operating models
• Conduct:
• comparable company analysis
• precedent transaction analysis
• scenario & sensitivity analysis
• Evaluate:
• valuation assumptions
• transaction structures
• financing impacts
• Support strategic recommendations using quantitative analysis

M&A & Transaction Execution

• Support live:
• buy-side transactions
• sell-side transactions
• capital raises
• strategic advisory engagements
• Coordinate:
• diligence requests
• transaction timelines
• client deliverables
• Manage:
• virtual data rooms
• due diligence trackers
• deal documentation workflows
• Liaise with:
• lawyers
• accountants
• consultants
• client stakeholders

Pitch Books & Investor Materials

• Draft and refine:
• pitch books
• confidential information memoranda (CIMs)
• teasers
• management presentations
• investor decks
• Prepare polished client-facing materials with exceptional attention to detail
• Translate complex financial analysis into executive-ready presentations

Research & Market Analysis

• Conduct:
• industry research
• competitive analysis
• market trend analysis
• Analyze:
• transaction environments
• risks & opportunities
• market positioning
• Incorporate findings into:
• valuation assumptions
• strategic recommendations
• client materials

Team Collaboration & Leadership

• Review analyst work for:
• accuracy
• formatting
• financial integrity
• Support VPs and MDs with:
• meeting preparation
• transaction updates
• financial insights
• Mentor junior analysts and assist in maintaining high-quality deliverables

Compliance & Governance

• Ensure all transaction materials comply with:
• confidentiality standards
• regulatory requirements
• internal controls
• Maintain:
• audit-ready models
• version control
• transaction documentation

✅ Required Experience & Skills

• 2–4 years of experience in:
• investment banking
• corporate finance
• private equity
• transaction advisory
• Advanced Excel skills including:
• financial modeling
• valuation analysis
• scenario modeling
• Advanced PowerPoint and presentation skills
• Strong understanding of:
• DCF valuation
• LBO analysis
• precedent transactions
• comparable company analysis
• Experience with:
• Bloomberg
• Capital IQ
• FactSet
• PitchBook

⭐ Ideal Experience

• MBA, CFA, or CPA preferred
• Experience with:
• buy-side transactions
• sell-side transactions
• capital raising
• Exposure across industries such as:
• technology
• healthcare
• financial services
• real estate
• Prior leadership or mentorship experience with analysts

🧠 What Makes You a Great Fit

• Strong financial and analytical mindset
• Exceptional attention to detail under pressure
• Comfortable managing multiple live deals simultaneously
• Strong communicator with executive presence
• Highly organized with strong deadline management skills
• Ability to work independently while collaborating across teams

📅 What a Typical Day Looks Like

• Update valuation and transaction models using client financial data
• Build pitch books, CIMs, and investor presentations
• Coordinate due diligence requests and manage data room workflows
• Conduct market and transaction research
• Review analyst work and ensure quality control
• Prepare senior bankers for client meetings and negotiations
• Support live transaction execution across multiple workstreams

In short

You help drive transactions from analysis to execution while ensuring clients and senior bankers have complete confidence in the quality of work delivered.

📊 Key Success Metrics (KPIs)

• Accuracy and reliability of financial models
• Timely delivery of pitch books and transaction materials
• Successful coordination of due diligence processes
• Positive client and senior banker feedback
• Quality and clarity of presentations and analyses
• Effective mentorship and analyst support

🌟 Why This Role Stands Out

• Work directly on live M&A and capital markets transactions
• Exposure to complex financial modeling and strategic advisory work
• High visibility with senior bankers and executives
• Opportunity to accelerate into:
• VP
• Private Equity
• Corporate Development
• Strategic Finance
• Collaborative and high-performance deal environment
• Fully remote flexibility aligned with U.S. transaction schedules

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Technical Assessment

(DCF or M&A modeling exercise)

• Client Interview with Senior Bankers
• Offer & Background Verification

👉 Apply Now

If you

• enjoy financial modeling and transaction execution,
• thrive in high-performance deal environments,
• and want exposure to complex M&A and advisory work,

this role is a strong fit for you.