Associate

Angle Advisors; Birmingham (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

Angle Advisors, an independent investment bank, is seeking an Associate to support deal execution in Birmingham, MI. You will build and analyze financial models, prepare valuation analyses, and develop client-facing materials such as pitch books, management presentations, and information memoranda.

The role involves conducting industry, company, and market research to support recommendations and transaction positioning while collaborating with senior bankers, clients and other advisors to manage

Qualifications

• Strong financial analysis and modeling skills including building integrated models and interpreting statements.
• Experience in corporate finance, investment banking, private equity, or related fields with knowledge of M&A, capital raising, and deal structuring.
• Advanced proficiency in Excel and PowerPoint to create clear transaction materials for stakeholders.
• Ability to synthesize industry, market and company data into concise insights and recommendations.
• Excellent written and verbal communication to present concepts clearly to diverse audiences.
• Attention to detail, organizational skills, and ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Assist deal execution by building and analyzing financial models and valuation analyses.
• Develop client-facing materials such as pitch books, management presentations, and information memoranda.
• Support due diligence by coordinating data requests and tracking transaction workstreams.
• Collaborate with senior bankers, clients and advisors and contribute to business development initiatives.

Skills

Financial modeling

DCF valuation

Comparable company analysis

Precedent transactions

Industry & market research

Client deliverables

Education

Bachelor's degree in finance or related field

Tools

Microsoft Excel

PowerPoint

Job description

Angle Advisors is an independently owned investment bank specializing in merger and acquisition advisory, private capital raising, and related financial analytical services. The firm serves a diverse client base, including multinational corporations, privately held businesses, private equity funds, and public sector organizations. Global transaction capabilities are supported by nearly 50 professionals located in the United States, Germany, and China. Team members work on complex, cross-border deals that offer exposure to a wide range of industries and capital structures. Additional information about the firm, its services, and transaction history can be found at www.angleadvisors.com.

Role Description

The Associate is a full-time, on-site role based in Birmingham, MI. In this position, the Associate supports deal execution by building and analyzing financial models, preparing valuation analyses, and developing client-facing materials such as pitch books, management presentations, and information memoranda. The role involves conducting industry, company, and market research to support strategic recommendations and transaction positioning. Associates collaborate closely with senior bankers, clients, and other advisors to manage due diligence processes, coordinate data requests, and track key transaction workstreams. The position also includes monitoring transaction timelines, helping manage internal project communications, and contributing to business development initiatives.

Qualifications

• Strong financial analysis and modeling skills, including proficiency in building integrated financial models, performing valuation analyses (DCF, comparable companies, precedent transactions), and interpreting financial statements.
• Demonstrated experience in corporate finance, investment banking, private equity, or related fields, with familiarity in M&A processes, capital raising, and transaction structuring.
• Advanced proficiency in Microsoft Excel and PowerPoint, with the ability to create clear, visually effective presentations and transaction materials for internal and external stakeholders.
• Excellent research and analytical capabilities, including the ability to synthesize industry, market, and company data from multiple sources into concise insights and recommendations.
• Strong written and verbal communication skills, with the ability to present complex financial concepts clearly to diverse audiences and draft high-quality client deliverables.
• High level of attention to detail, strong organizational skills, and the ability to manage multiple projects, deadlines, and priorities in a fast-paced environment.
• Collaborative mindset and ability to work effectively in small deal teams, demonstrating initiative, professionalism, and sound judgment with clients and colleagues.
• Bachelor’s degree in finance, accounting, economics, business, or a related field; relevant finance and accounting coursework is mandatory.
• Two to three years of work experience is required, and corporate finance, accounting, valuation, or investment banking experience is highly preferred.