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Job description
Investment Banking Associate / Vice President | M&A Advisory | New York, NY
The Firm
Our client is a growing, entrepreneurial investment banking platform focused exclusively on delivering high-quality M&A advisory services across the knowledge economy — including consulting, professional services, technology services, IT outsourcing, staffing, and knowledge-based businesses. The firm has a strong track record advising founders, management teams, and financial sponsors on complex sell‑side and buy‑side mandates, and is recognized as one of the leading sector‑specialist advisors in its space globally. The team operates with a high‑performance, collaborative culture where experienced professionals take meaningful ownership of client engagements from day one.
The Opportunity
This is a high‑ownership Associate or VP seat — level depending on experience — at a lean, specialist advisory platform where your work directly shapes client outcomes. You will play a central role in transaction execution, business development, and the continued growth of the advisory team, working closely with senior professionals across complex M&A mandates in a sector that is seeing significant deal activity.
What You’ll Do
Design, manage, and build complex quantitative analyses for sell‑side and buy‑side M&A and advisory mandates — including valuation analyses, forecast models, merger models, and buyout models
Lead the preparation of pitchbooks, Confidential Information Memoranda, and other transaction and marketing materials for live client engagements
Drive administrative and process‑oriented activities throughout live transactions, ensuring seamless execution from launch through close
Serve as a key point of contact for internal and external counterparties — clients, buyers, advisors, and legal counsel — across active deal workstreams
Conduct research on sector trends, market dynamics, and relevant companies within the firm's coverage universe
Provide guidance and mentorship to Analysts, supporting their technical development and contributing to a strong team culture
Contribute to business development initiatives, marketing activities, and broader firm objectives
Who You Are
3+ years of experience in a reputable investment banking practice with a focus on M&A transaction execution
Strong quantitative and analytical capabilities including accounting fundamentals, financial modeling, and valuation across multiple methodologies
Deep understanding of the full M&A process and key commercial considerations at each stage — from initial mandate through close
Advanced proficiency in Microsoft Excel and PowerPoint
Excellent written and verbal communication skills with experience preparing and presenting client‑facing materials
High attention to detail and the ability to manage multiple workstreams effectively in a fast‑paced environment
Based in or willing to relocate to New York (on‑site role)
Preferred Background
Prior experience advising companies, investors, or financial sponsors in the knowledge economy — consulting, professional services, technology services, IT outsourcing, staffing, or adjacent sectors
Familiarity with Capital IQ, FactSet, or PitchBook
Experience supporting both sell‑side and buy‑side M&A transactions across the full deal lifecycle
Demonstrated experience mentoring Analysts and contributing to team development
Strong sector research capabilities and an established understanding of relevant market dynamics
Prior participation in business development initiatives, marketing activities, or firmwide strategic projects
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.