Investment Banking Associate

RKCA Investment Banking; Cincinnati (OH); On-site; USD 110,000 - 160,000; Full time

Job summary

RKCA Investment Banking in Cincinnati is seeking a dedicated Investment Banking Associate to support deal teams in executing M&A and capital advisory transactions. You will build detailed financial models, perform valuation analyses, and prepare client presentations and marketing materials in a fast-paced, client-focused environment.

The role requires thorough research, due diligence participation, and coordination among clients, counterparties, and internal stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CFA is a plus.
• Strong finance and analytical skills to interpret complex financial and operational data.
• Proficiency in financial modeling and valuations for M&A and capital advisory.
• Experience with due diligence, including reviewing financial statements and legal documents.
• Excellent written and verbal communication for client materials.
• High integrity, professional judgment, and commitment to client service.
• Excel and PowerPoint proficiency; familiarity with financial databases and research tools.

Responsibilities

• Support deal teams in executing M&A and capital advisory transactions.
• Build detailed financial models and perform valuation analyses.
• Prepare client presentations and marketing materials.
• Conduct industry, company, and market research; participate in due diligence.
• Coordinate information flow among clients, counterparties, and internal stakeholders.
• Draft pitch books, manage data rooms, assist in engagement documents.
• Assist in engagement documentation and transaction closing materials.

Skills

Finance and analytical skills

Communication skills

Team collaboration and multi-tasking

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Financial databases

Job description

Company Description

RKCA Investment Banking is a privately held, independent merchant bank focused exclusively on serving middle-market businesses. The firm provides M&A advisory, capital advisory, and direct investment services tailored to the specific needs of these clients. With decades of collective deal experience across billions in transactional value, RKCA’s teams use proven processes to drive strong outcomes. Founded in 1986 on the principle that middle-market companies deserve exceptional capital advisory services, the firm has completed numerous transactions and built a legacy of client-centric service. RKCA operates from Cincinnati, Ohio, and emphasizes rigorous financial consulting and advisory practices in a highly professional environment.

Role Description

The Investment Banking Associate is a full-time, on-site role based in the Cincinnati Metropolitan Area. This role supports deal teams in executing M&A and capital advisory transactions, including building detailed financial models, performing valuation analyses, and preparing client presentations and marketing materials. The Associate conducts thorough industry, company, and market research, participates in due diligence processes, and helps coordinate information flow among clients, counterparties, and internal stakeholders. Responsibilities also include drafting pitch books, managing data rooms, supporting negotiations, and assisting in the preparation of engagement documentation and transaction closing materials. The role requires strong attention to detail, effective communication, and the ability to manage multiple workstreams in a fast-paced environment.

Qualifications

• Strong Finance and Analytical Skills, with the ability to interpret complex financial and operational data.
• Proficiency in Financial Modeling and Valuation techniques used in M&A and capital advisory transactions.
• Experience conducting Due Diligence, including reviewing financial statements, legal documents, and operational information.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or professional credential (e.g., MBA, CFA) is a plus.
• Prior experience in investment banking, corporate finance, transaction advisory, or related roles within the middle-market is preferred.
• Excellent written and verbal communication skills, with the ability to create clear presentations and client materials.
• High level of integrity, professional judgment, and commitment to client service.
• Strong proficiency in Excel and PowerPoint; familiarity with financial databases and research tools is beneficial.
• Ability to work collaboratively in small deal teams, manage deadlines, and adapt to evolving transaction demands.