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.