IB Senior Associate

Equiturn; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading investment banking firm is seeking a Senior Associate to oversee M&A transactions and capital raises. You will manage deal execution, direct junior analysts, and build client relationships. A strong background in finance, analytical skills, and a Series 79 license are essential. This role demands leadership under high-pressure environments. Ideal candidates will have a consistent track record in investment banking, with solid financial modeling skills and the ability to thrive in a dynamic space.

Qualifications

• 3+ years of experience at a reputable investment banking firm.
• Proven ability to lead deal teams and execute transactions independently.
• Good leadership and mentoring skills to support junior team members.

Responsibilities

• Lead day-to-day execution of M&A and capital raising mandates.
• Direct and coach analysts on live deals and pitches.
• Serve as a primary day-to-day contact for clients and investors.

Skills

Proficiency in Excel and financial modeling

Strong analytical and quantitative skills

Leadership and mentoring abilities

Excellent communication skills

Education

Undergraduate degree in Finance, Economics, Business, or Accounting

Series 79 license

Tools

Bloomberg Terminal

CapitalIQ

Job description

Human Resources Leader | Equiturn Holdings Inc. | B.Sc. Labor and Industrial Relations/Human Resources

Equiturn Holdings, Inc. is seeking an experienced Senior Associate to play a key role in executing complex, high-profile transactions across M&A, capital raising, and strategic advisory. This position offers the opportunity to take on significant leadership responsibilities, guiding both deal execution and junior team development in a fast-paced, analytically rigorous environment.

About Equiturn

Equiturn Holdings, Inc. is an investment banking firm focused on highly complex strategic advisory, capital markets solutions, and private wealth and family office advisory. With a sector agnostic approach, we execute M&A, capital raising, restructurings, and comprehensive financial advisory for ultra high net worth individuals, financial institutions, and global enterprises. Our platform is built on deep industry expertise, a sophisticated global network, and a relentless commitment to execution excellence. From our key financial hubs, our professionals deliver precision-driven, tailored solutions designed to maximize capital efficiency and long-term value creation, providing clients with institutional level access to transformative strategies and elite transactional execution.

About This Role

As a Senior Associate at Equiturn, you will play a critical role in driving transaction execution, managing and overseeing deal processes, and providing strategic financial advisory across M&A, capital raising, and complex financial structuring. You will take ownership of valuation analysis, financial modeling, and due diligence, working directly with senior leadership, institutional investors, and corporate executives to structure and execute high-impact transactions.

In this role, you will be expected to lead multiple deal workstreams, oversee transaction execution, and mentor junior professionals, ensuring analytical precision and execution excellence. This position offers direct exposure to high-stakes negotiations, financial structuring, and strategic decision-making. A successful Senior Associate will demonstrate clear leadership and strong interpersonal skills.

Key Responsibilities

Deal Ownership and Execution

• Lead day-to-day execution of M&A, capital raising, and complex structuring mandates from mandate award through closing
• Coordinate and manage workstreams across analysts, legal, tax, and other advisors, ensuring deadlines and deliverables are met
• Anticipate issues, identify risks, and drive solutions across the transaction lifecycle

Leadership of Junior Team Members

• Direct, coach, and develop analysts on live deals and pitches
• Assign and prioritize work, set expectations, and ensure output is accurate, well-structured, and on time
• Provide ongoing feedback and help build a strong internal execution culture

Analytical Oversight and Quality Control

• Oversee the preparation of pitch materials, CIMs, management presentations, and investor documentation
• Review financial models, valuation outputs, and support materials prepared by junior team members
• Ensure consistency between models, presentations, and supporting materials across a given transaction
• Translate detailed analysis into clear recommendations for internal and client decision-making

Client and Investor Interface

• Serve as a primary day-to-day contact for clients, investors, and counterparties
• Prepare and lead portions of client and investor calls, management presentations, and diligence sessions
• Build trust-based relationships through responsiveness, clarity, and reliable execution under pressure

Market Insight and Strategic Support

• Supervise market and sector research to support positioning, valuation, and strategic recommendations

Qualifications

Education & Licenses

• Undergraduate degree in Finance, Economics, Business, Accounting, or a related field with a strong academic record.
• Series 79 license required.

Technical Skills

• Proficiency in Excel and financial modeling (LBO, DCF, IPO modeling).
• Experience with valuation methodologies and financial tools, including Bloomberg Terminal, CapitalIQ, and other investment banking data platforms.
• Strong analytical and quantitative skills, with a deep understanding of accounting, corporate finance, and transaction structuring.

Experience

• 3+ years of experience at a reputable investment banking firm, with significant exposure to M&A, capital raises, restructurings, and general advisory services.
• Proven ability to lead deal teams and execute transactions independently.
• Strong communication skills (written and verbal) with the ability to present to clients and internal stakeholders.
• Good leadership and mentoring skills to support junior team members.
• Ability to thrive under pressure in a fast-paced, high-stakes environment while maintaining attention to detail.

How to Apply

To apply, submit your resume and cover letter via LinkedIn. In your cover letter, highlight your experience in investment banking, your financial modeling expertise, and explain your interest and why you are an ideal candidate for this role.