Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A)

Office Location:  NY Tri-State Area

PKF Investment Banking (https://www.pkfib.com/) is seeking an Analyst or Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur-minded firm which is supported by a top-tier private equity-backed accounting and advisory platform. Successful candidates for this position have the ability to make a tangible impact from the onset and contribute to building a leading middle-market M&A advisory firm.

As an Analyst / Associate at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries.

At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million.

Primary Responsibilities

• Assist in the preparation of financial and valuation models and other key financial analyses


• Support the preparation of client presentations, pitch materials, and other marketing documents


• Conduct industry research to identify key trends, potential buyers, and acquisition targets


• Facilitate due diligence processes, coordinating with internal teams, other advisors, and clients


• Coordinate and manage various aspects of deal execution from origination to closure


• Assist senior bankers in their business development efforts and support all aspects of the transaction process


• Ensure the timely and accurate completion of deliverables, adhering to internal and client deadlines

Required Skills and Experience

• Effective communication skills – both written and verbal – and ability to develop relationships


• Excellent analytical and problem-solving skills as well as financial modeling experience


• Strong project management skills


• Strong attention to detail


• Ability to work in a high-pressure environment and handle multiple priorities simultaneously


• Ability to work independently and as part of a team

 Qualifications 

• 4-year degree in Finance, Economics, Accounting or MBA from a top-tier business school


• Minimum of two years of Investment Banking work experience (no exceptions)


• Series 63 and 79 licenses


• Willingness and ability to travel as needed

Compensation & Benefits: 

The annual compensation range for this role is $75,000 to $140,000. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer: 

• Medical, Dental, and Vision plans


• Basic Life, AD&D, and Voluntary Life Insurance


• 401(k) plan and Profit-Sharing program


• Flexible Spending & Health Saving accounts


• Employee Assistance, Wellness, and Work-life programs


• Commuter & Parking benefits programs


• Inclusive Parental Leave Benefits


• Generous Paid Time Off (PTO)


• Paid Firm Holidays


• Community & Volunteering programs


• Recognition & Rewards programs


• Training & Certification programs


• Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. 

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

ABOUT PKF INVESTMENT BANKING

PKF O’Connor Davies Capital LLC (D/B/A PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with applicable professional standards.

PKF O’Connor Davies is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, more than 1,900 professionals led by over 200 partners in 19 offices and an international network of resources in 400 cities worldwide, the firm provides a complete range of accounting, auditing, tax and management advisory services. PKF O’Connor Davies ranks among the top 26 CPA firms on Accounting Today’s 2024 “Top 100 Firms” list. For further information, please visit https://www.pkfod.com/.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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