Associate, Investment Banking

G2 Capital Advisors; Boston (MA); Hybrid; USD 120,000 - 220,000; Full time

Benefits offered by this job

Catered lunch 4 days a week

Generous performance bonus program

Comprehensive healthcare

Unlimited vacation

401K match

Professional development opportunities

Quarterly peer-recognition awards

Team events & outings

Branded swag

Referral bonus

Job summary

G2 Capital Advisors is seeking an Associate to work with senior leadership and clients, driving impact from idea generation through closing. You will conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends, playing a key role in business development and deal execution.

Location options include Boston, NYC, or Chicago with a hybrid workplace model. You will collaborate with industry and product experts in a fast-paced, entrepreneurial environment

Qualifications

• 3+ years of demonstrated experience in an M&A investment banking environment with transaction and execution experience.
• Proven ability to build out a comprehensive market analysis including value chain, market sizing, and comparable company analysis.
• Strong experience producing high‑quality marketing collateral including pitch books and CIMs.

Responsibilities

• Conduct market research on industries and companies for M&A, financing, restructuring, and marketing needs.
• Build and analyze financial models (LBO, DCF, etc.) for clients across industries.
• Create clear visuals from client data to support buyer interest and decision making.
• Develop marketing materials—from deal pitches to financing strategies—to win business.
• Manage deadlines and coordinate with teams to ensure timely delivery of engagements.

Skills

M&A experience

Financial modeling

Pitch books

Market analysis

Client communication

Education

Bachelor's degree in Finance/Business

Tools

Excel

PowerPoint

Job description

About G2

G2 Capital Advisors (www.g2cap.com) is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. As part of GA Group (backed by Oaktree), G2 brings additional scale and resources to support middle-market companies. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients.

About G2

G2 Capital Advisors (www.g2cap.com) is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. As part of GA Group (backed by Oaktree), G2 brings additional scale and resources to support middle-market companies. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients.

About The Role

As an Associate, you’ll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process—from idea generation to closing. You’ll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends— making you a critical player in both business development and deal execution. This entrepreneurial role offers hands‑on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you.

Location: Boston, NYC, or Chicago

Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in‑office requirements may be adjusted based on the needs of the business.

What We Look For

• Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client‑ready insights
• Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision‑making
• Transform complex client data into clear visuals that convey appealing narratives to prospective buyers
• Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions
• Support the build out of comprehensive market landscapes for M&A‑focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution
• Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials—from deal pitches to financing strategies—turning ideas into presentations that win business
• Manage high‑stakes deadlines with grace and poise, delivering top‑quality work when it matters most
• Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal
• Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track
• The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us

What We Look For

• 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
• Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
• Financial modeling and analytical skills, including knowledge of financial accounting Strong experience producing high‑quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models
• Deep knowledge of Microsoft Office especially Excel and PPT
• A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
• A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
• An enthusiastic, proactive, and self‑motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
• A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
• A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
• Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
• Demonstrated success in key client‑facing roles, building and maintaining strong, productive relationships with both existing and prospective clients

What we offer

• Catered lunch 4 days a week
• Generous performance bonus program
• Comprehensive healthcare
• Unlimited vacation
• 401K match
• Professional development opportunities
• Quarterly peer‑recognition awards
• Team events & outings
• Branded swag
• Referral bonus

What we value

While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here.

G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $220,000, including an annual base salary of $125,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction.

G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration.

All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.