Investment Banking Associate- M&A

Overview

This Investment Banking Associate role supports and increasingly leads M&A transactions across the full deal lifecycle, contributing to business development and helping shape an emerging M&A practice. The work is focused on technology, defense, cybersecurity, AI, and other emerging sectors.

The ideal candidate has 3–4 years of meaningful M&A or investment banking experience, is highly technology-forward, and is comfortable 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:
  • Financial modeling and valuation
  • Diligence and positioning
  • Buyer outreach
  • Negotiation
  • 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
• Take ownership across multiple areas as the M&A platform grows and 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

Compensation & 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

Location

Fully remote work environment with access to offices in New York City, Chicago, and San Diego.