Investment Banking Associate (M&A, Financial Modeling, Valuations & Capital Markets)
Position Type: Full-Time, Remote
Working Hours: 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:
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Financial modeling and valuation
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M&A transaction execution
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Due diligence coordination
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Investor and client materials
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Deal process management
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Strategic financial analysis
You’ll work closely with:
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Managing Directors
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Vice Presidents
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Analysts
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Clients
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Lawyers and 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 OwnFinancial Modeling & Valuation-
Build and maintain advanced financial models, including:
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DCF models
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LBO models
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Merger models
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Operating models
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Conduct:
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Comparable company analysis
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Precedent transaction analysis
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Scenario and sensitivity analysis
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Evaluate:
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Valuation assumptions
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Transaction structures
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Financing impacts
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Support strategic recommendations through quantitative analysis
M&A & Transaction Execution-
Support live:
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Buy-side transactions
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Sell-side transactions
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Capital raises
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Strategic advisory engagements
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Coordinate:
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Due diligence requests
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Transaction timelines
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Client deliverables
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Manage:
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Virtual data rooms
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Due diligence trackers
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Deal documentation workflows
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Liaise with:
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Lawyers
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Accountants
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Consultants
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Client stakeholders
Pitch Books & Investor Materials-
Draft and refine:
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Pitch books
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Confidential Information Memoranda (CIMs)
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Teasers
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Management presentations
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Investor decks
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Prepare polished client-facing materials with exceptional attention to detail
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Translate complex financial analysis into executive-ready presentations
Research & Market Analysis-
Conduct:
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Industry research
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Competitive analysis
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Market trend analysis
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Analyze:
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Transaction environments
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Risks and opportunities
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Market positioning
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Incorporate findings into:
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Valuation assumptions
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Strategic recommendations
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Client materials
Team Collaboration & Leadership-
Review analyst work for:
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Accuracy
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Formatting
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Financial integrity
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Support Vice Presidents and Managing Directors with:
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Meeting preparation
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Transaction updates
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Financial insights
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Mentor junior analysts and help maintain high-quality deliverables
Compliance & Governance-
Ensure all transaction materials comply with:
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Confidentiality standards
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Regulatory requirements
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Internal controls
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Maintain:
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Audit-ready financial models
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Version control
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Transaction documentation
RequirementsMust-Have Experience-
2–4 years of experience in:
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Investment Banking
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Corporate Finance
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Private Equity
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Transaction Advisory
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Advanced Excel skills, including:
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Financial modeling
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Valuation analysis
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Scenario modeling
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Advanced PowerPoint and presentation skills
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Strong understanding of:
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DCF valuation
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LBO analysis
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Comparable company analysis
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Precedent transaction analysis
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Experience using:
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Bloomberg
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Capital IQ
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FactSet
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PitchBook
Preferred Qualifications-
MBA, CFA, or CPA designation preferred
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Experience with:
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Buy-side transactions
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Sell-side transactions
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Capital raising engagements
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Exposure to industries such as:
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Technology
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Healthcare
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Financial Services
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Real Estate
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Prior leadership or mentorship experience with analysts
What Makes You a Strong Fit-
Strong financial and analytical mindset
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Exceptional attention to detail under pressure
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Comfortable managing multiple live deals simultaneously
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Strong communicator with executive presence
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Highly organized with excellent deadline management skills
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Ability to work independently while collaborating across teams
What a Typical Day Looks Like-
Update valuation and transaction models using client financial data
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Build pitch books, CIMs, and investor presentations
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Coordinate due diligence requests and manage data room workflows
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Conduct market and transaction research
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Review analyst work and ensure quality control
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Prepare senior bankers for client meetings and negotiations
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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 Metrics for Success (KPIs)-
Accuracy and reliability of financial models
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Timely delivery of pitch books and transaction materials
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Successful coordination of due diligence processes
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Positive client and senior banker feedback
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Quality and clarity of presentations and analyses
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Effective mentorship and analyst support
Why This Role Stands Out-
Work directly on live M&A and capital markets transactions
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Exposure to complex financial modeling and strategic advisory work
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High visibility with senior bankers and executives
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Opportunity to advance into:
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Vice President
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Private Equity
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Corporate Development
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Strategic Finance
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Collaborative and high-performance deal environment
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Fully remote flexibility aligned with U.S. transaction schedules
Interview Process-
Initial Phone Screen
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Video Interview with Pavago Recruiter
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Technical Assessment (DCF or M&A Modeling Exercise)
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Client Interview with Senior Bankers
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Offer & Background Verification
Apply Now
If you:
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Enjoy financial modeling and transaction execution
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Thrive in high-performance deal environments
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Want exposure to complex M&A and advisory work
this role is a strong fit for you.
