Associates run the day-to-day of live engagements — owning the model, managing the analyst team, and serving as a key point of contact for clients and buyers throughout the process.
Responsibilities
- Own engagement workstreams, financial models, and marketing materials end to end.
- Manage and mentor analysts, reviewing their work for quality and accuracy.
- Serve as a primary day-to-day contact for clients, buyers, and advisors.
- Drive diligence, negotiation support, and the path to close alongside senior bankers.
Qualifications
- 3–5 years of investment banking or relevant transaction experience.
- Demonstrated ability to lead processes and manage junior team members.
- Strong valuation, modeling, and deal-execution expertise.
- MBA or equivalent experience preferred.