Job Description
Position Title: Investment Banking Associate
Join a growing M&A platform where you will have the opportunity to work across the full transaction lifecycle, contribute directly to business development, and help shape an emerging practice within a highly respected investment banking environment. This Investment Banking Associate will support and increasingly lead M&A transactions spanning financial modeling, valuation, diligence, buyer outreach, negotiation, and closing, with a particular focus on technology, defense, cybersecurity, AI, and other emerging sectors.
The ideal candidate brings 3-4 years of meaningful M&A or investment banking experience, is highly technology-forward, and thrives in an entrepreneurial environment where initiative, adaptability, and client-facing confidence are essential.
Salary Range: $95,000 - $120,000 / annually, DOE
Responsibilities - Support and progressively manage M&A transactions across the full deal lifecycle, including modeling, valuation, diligence, positioning, buyer outreach, negotiation, and closing
- Build financial models and conduct transaction-related research and analysis
- Manage the M&A pipeline and client activity within Salesforce and other CRM platforms
- Engage with prospective buyers, sellers, investors, and banking counterparts throughout transaction processes
- Prepare pre-read materials, capture meeting minutes, and support deal preparation and execution
- Develop creative solutions and strategic recommendations for both buy-side and sell-side clients
- Leverage AI and emerging technology to improve research, analysis, modeling, and transaction workflows
- Participate actively in outbound business development, relationship building, and new opportunity sourcing
- Help build and scale a growing M&A platform by taking ownership across multiple areas as the practice expands
Requirements - 3-4 years of M&A, transactional investment banking, or comparable banking associate experience
- Meaningful exposure to the complete M&A process, including modeling, valuation, diligence, positioning, buyer outreach, negotiation, and closing
- Strong financial modeling, analytical, research, and transaction execution capabilities
- Technology-forward mindset with demonstrated proficiency using AI as a practical tool within professional workflows
- Experience with Bloomberg and Outlook
- Ability to confidently communicate with clients, prospective buyers, investors, and other stakeholders
- Strong initiative, intellectual curiosity, adaptability, and willingness to wear multiple hats within a growing platform
- Interest in business development and contributing to the continued expansion of the M&A practice
- Ability to operate effectively in an entrepreneurial environment with limited administrative infrastructure
- Series 7 licensing will be required upon joining the firm
Preferred Qualifications - Military or veteran background
- Experience with defense technology, dual-use technology, cybersecurity, autonomy, AI, government services, or adjacent national security markets
- Previous experience at a bulge-bracket or established investment bank
- Bachelor's degree
- Experience with Salesforce or Microsoft Dynamics
Benefits - Medical, dental, and vision insurance options
- Employer-paid medical premiums for employees and their families
- 401(k) plan with employer safe harbor match
- Paid vacation and sick time
- Fully remote work environment with access to offices in New York City, Chicago, and San Diego
- Discretionary performance bonus opportunities
- Significant long-term earning and compensation growth potential
- Opportunity to join a newly established M&A platform at an early stage and grow into a leadership position
- Direct partnership with an experienced, technology-focused Head of M&A in a collaborative, entrepreneurial environment
If you are an experienced M&A professional who wants more ownership, broader transaction exposure, and the opportunity to help build a platform rather than simply execute within one, we encourage you to apply.
#LI-KJ1
Job Tags
Remote work