Associate, Investment Banking (M&A)

ATB Financial; Toronto; On-site; CAD 85,000 - 140,000; Full time

Job summary

ATB Cormark Capital Markets in Toronto is hiring an Associate for the Investment Banking – Mergers and Acquisitions team. You will design, structure, and execute complex transactions, including buy-side and sell-side M&A, divestitures, and other strategic mandates.

You will work with senior leadership to drive execution and client relations. Qualified candidates have 2+ years in IB, corporate finance, or related fields, strong modelling and communication skills, and the ability to manage

Qualifications

• 2+ years of experience across investment banking, corporate finance, M&A, private equity, or transaction advisory.
• Proven execution track in M&A transactions and process management.
• Ability to handle high-pressure environments and tight deadlines.
• Excellent communication and relationship-building skills.

Responsibilities

• Build and maintain complex financial models including valuation and transaction models.
• Prepare pitch books, CIMs, and management presentations.
• Conduct industry and company research and analysis.
• Coordinate due diligence with clients and advisers.
• Manage transaction processes from initial meetings to closing.
• Foster client relationships and keep up with market trends.

Skills

Financial modelling

M&A execution

High-pressure performance

Communication skills

Education

Undergraduate or MBA degree

Tools

Capital IQ

Bloomberg

Excel

PowerPoint

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members.

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

ATB Cormark Capital Markets (“ATB Cormark”) is currently hiring an Associate for the firm’s Investment Banking – Mergers and Acquisitions (M&A) team, based out of our Toronto office. Associates play a critical role in the design, structuring, and execution of complex transactions, including buy-side and sell-side M&A, divestitures, and other strategic advisory mandates. Working alongside senior leadership, you will drive transaction execution and build client relationships.

About ATB Cormark

ATB Cormark Capital Markets is a full-service capital markets firm offering a wide range of financial solutions across North America. Established in 2020 with the combination of ATB Corporate Financial Services and AltaCorp Capital and expanded in 2025 with Cormark Securities Inc. joining the firm, the team has developed a reputation for building strong, lasting client relationships. Bolstered by top-ranked research, our investment banking practice has participated in transactions raising over $100 billion for Canadian companies and advised on mergers and acquisitions with an aggregate value exceeding $40 billion over the past decade.

Accountabilities

• Building and maintaining complex financial models, including valuation, pro forma, and transaction models.
• Preparing pitch books, confidential information memorandums, management presentations, and other marketing materials.
• Conducting in-depth industry and company research and analysis.
• Participating in due diligence processes, including coordinating with clients and external advisors.
• Managing transaction processes, from initial client meetings to closing.
• Developing and maintaining strong relationships with clients and industry professionals.
• Staying up-to-date on market trends, regulatory changes, and industry developments.
• Contributing to the team's knowledge base and best practices.
• Mentoring and training junior team members.

Skills, Experience & Requirements

• Undergraduate or MBA degree with 2+ years of experience across investment banking, corporate finance, M&A, private equity, or transaction advisory.
• Experience in the execution of M&A transactions and process management, demonstrated through prior work experience and professional achievements.
• Proven capacity to navigate high-pressure environments, seamlessly balance competing priorities, and consistently deliver on strict deadlines.
• Excellent communication, interpersonal and relationship building skills.
• Strong financial modelling skills, attention to detail and technical skills (Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, etc.).
• Capable of driving independent workstreams while seamlessly collaborating across lean deal teams.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity‑seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.