Associate – Investment Banking / M&A

Career Zoom Pte. Ltd.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A mid-market investment advisory firm in Singapore is seeking an Associate to support transaction execution and client engagement. The role involves preparing marketing documents, developing financial analyses, and maintaining client relationships. The ideal candidate will have strong industry knowledge, excellent communication skills, and proficiency in financial modelling. This is a great opportunity for professional growth in a dynamic environment.

Qualifications

• Energetic, decisive, and highly ethical.
• Highly organized, detail-oriented, and proactive.
• Ability to analyze qualitative and quantitative data.

Responsibilities

• Assist in preparing marketing documents and financial analyses.
• Maintain client relationships and coordinate transactions.
• Conduct detailed industry analysis and develop firm industry knowledge.

Skills

Work independently and as part of a team

Excellent verbal and written communication in business English

Strong industry, financial, and modelling skills

Knowledge of term debt and M&A

Proficiency in Microsoft Office Suite

Tools

Excel

PowerPoint

Word

CapIQ/Bloomberg

Job description

Associate – Investment Banking / M&A

We are representing a mid‑market investment advisory firm expanding its Singapore office. The firm offers end‑to‑end deal execution, regional exposure, and a strong focus on professional growth.

Role Description

The Associate/Senior Associate will work closely with senior management in executing transactions and managing a team of analysts.

Core Responsibilities

Transaction Execution

• Assist in preparing marketing documents such as teasers, information memorandums, and management presentations.
• Develop financial analyses to support the deal process, including operating models, pro‑formae, and valuation analyses (DCF, SOTP, comparable company analysis).
• Serve as a reliable contact person for conducting and coordinating client due‑diligence processes.

Client Engagement

• Maintain client relationships by managing day‑to‑day inquiries and obtaining appropriate information to execute assignments.
• Coordinate between different levels of the company and external parties to complete transactions.

Industry Specific Tasks

• Prepare market and industry research reports highlighting key issues, trends, and outlooks.
• Undertake research on special projects or sectors to identify business opportunities, including potential clients.
• Track identified companies/sectors on a regular basis for key events and announcements.
• Provide industry‑related inputs for the creation of transaction marketing materials.
• Conduct detailed industry analysis and develop firm industry knowledge of one or more sectors.

Administrative Duties

• Maintain all client files—hard copy and soft copy—up to date and backed up on the server.
• Ensure correct storage of deal documents such as NDAs and engagement letters.
• Assist the senior team in drafting and negotiating NDAs and client engagement letters.
• Set up and send out meeting and conference call requests.
• Ensure the closed‑deal process is followed, including client communication, tombstone preparation, and case study creation.
• Create and update company databases in a timely manner.

Skills and Knowledge

• Work independently and as part of a team.
• Energetic, decisive, and highly ethical.
• Highly organized, detail‑oriented, and proactive with the ability to handle multiple transactions.
• Excellent verbal and written communication in business English.
• Comfortable interacting with business clients and management.
• Strong industry, financial, and modelling skills.
• Ability to analyze qualitative and quantitative data and communicate succinctly.
• Knowledge of term debt, working‑capital financing, project finance, structured products, and M&A.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and databases (CapIQ/Bloomberg).