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Job description
Investment Banking Associate/Senior Associate
We are seeking a highly motivated and detail-oriented Investment Banking Associate to join our dynamic team. As an Associate, you will play a key role in executing transactions, managing client relationships, performing financial analyses, and supporting senior bankers in delivering strategic advisory services. This position requires a strong foundation in finance, excellent communication skills, and the ability to work in a fast-paced, high-pressure environment.
Job Title: Investment Banking Associate/Senior Associate
Reports to: President/CEO, MD/Director or VP
President Location: 5021 Ridge Road, Wadsworth, OH 44281
Key Responsibilities:
Transaction Execution: Lead due diligence processes, create marketing materials (pitch books, CIMs), manage data rooms, and coordinate internal and external parties.
Financial Modeling: Develop, review, and refine complex financial models including DCF, LBO, merger models, and comps analyses.
Client Engagement: Participate in client meetings, help manage communications, and ensure timely delivery of deal-related information.
Market Research & Analysis: Conduct industry research, competitive benchmarking, and company valuation to support pitches and transaction materials.
Team Leadership: Mentor and train Analysts; provide quality control on models and presentations.
Pitch Development: Collaborate with senior bankers to create and tailor strategic presentations and pitch books for prospective clients.
Qualifications:
Bachelor’s degree in Finance, Economics, Business, or related field; MBA, CPA or CFA a plus.
2–4 years of experience in investment banking or related fields (corporate finance, private equity, or management consulting).
Strong financial modeling and analytical skills.
Excellent verbal and written communication skills.
High attention to detail and ability to manage multiple workstreams under tight deadlines.
Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, PitchBook, etc.).
Working knowledge of CRMs including ACT! and Deal Cloud.
Compensation:
Competitive salary and benefits package based on experience and qualifications.
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Worksite address
wadsworth, OH, 44282, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.