Investment Banking Associate

Atlantic Group; Conshohocken (Montgomery County); On-site; USD 90,000 - 125,000; Full time

Job summary

Atlantic Group is seeking an Investment Banking Associate in Conshohocken, PA to support middle-market mergers and acquisitions, financial modeling, valuation, and deal execution. The role offers hands-on experience with live transactions and close collaboration with senior bankers across industries.

The ideal candidate has 2+ years in investment banking or related fields and is looking to build a long-term career in investment banking with exposure to private equity transactions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field is required.
• MBA is preferred.
• Minimum of 2+ years of investment banking, transaction advisory, valuation, corporate development, private equity, or transaction services experience is required.
• Advanced proficiency with Excel, PowerPoint, and financial modeling is required.
• Experience performing DCF, LBO, comparable company, and precedent transaction analyses is preferred.
• Strong analytical, quantitative, communication, organizational, and problem-solving skills with attention to detail and ability to manage multiple deals.

Responsibilities

• Transaction Execution: Support mergers and acquisitions by managing due diligence, coordinating deal timelines, and assisting with transaction execution from start to finish.
• Financial Analysis: Build and maintain financial models, valuation analyses, and transaction materials (DCF, comps, precedent transactions, LBO).
• Client Deliverables: Prepare confidential information memoranda, presentations, pitch materials, and other client-facing documents.
• Research & Market Analysis: Conduct industry, company, and market research to support engagements and business development.
• Deal Coordination: Collaborate with senior bankers, clients, legal advisors, and stakeholders to ensure efficient deal execution.
• Team Leadership: Mentor junior analysts and contribute to a collaborative, high-performing team.

Skills

Analytical skills

Quantitative skills

Communication

Organizational skills

Problem-solving

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA (preferred)

Tools

Microsoft Excel

PowerPoint

Financial modeling

Job description

Job Overview – Investment Banking Associate

Compensation: $90,000 – $125,000/year + bonus

Location: Conshohocken, PA

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring an Investment Banking Associate in Conshohocken, PA for our client, supporting middle market mergers and acquisitions, financial modeling, valuation, and transaction execution. This opportunity offers hands‑on exposure to live deals while working closely with senior investment banking professionals across a variety of industries. The ideal candidate will have prior investment banking or transaction advisory experience and be looking to build a long‑term career in investment banking with strong exposure to private equity transactions.

Responsibilities as the Investment Banking Associate:

• Transaction Execution: Support mergers and acquisitions by managing due diligence, coordinating deal timelines, and assisting with transaction execution from start to finish.
• Financial Analysis: Build and maintain financial models, valuation analyses, and transaction materials using methodologies such as DCF, comparable companies, precedent transactions, and LBO analysis.
• Client Deliverables: Prepare confidential information memoranda, presentations, pitch materials, and other client-facings documents for strategic transactions.
• Research & Market Analysis: Conduct industry, company, and market research to support client engagements, valuation analyses, and business development initiatives.
• Deal Coordination: Collaborate with senior bankers, clients, legal advisors, and external stakeholders to ensure efficient execution of live transactions.
• Team Leadership: Mentor junior analysts while contributing to a collaborative, high‑performing investment banking team.

Qualifications for the Investment Banking Associate:

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required. MBA is preferred.
• Experience:Minimum of 2+ years of investment banking, transaction advisory, valuation, corporate development, private equity, or transaction services experience is required.
• Industry Knowledge: Experience supporting mergers and acquisitions, financial due diligence, valuation, or lower middle market transactions is preferred.
• Technical Skills: Advanced proficiency with Microsoft Excel, PowerPoint, and financial modeling is required. Experience performing DCF, LBO, comparable company, and precedent transaction analyses is preferred.
• Skills & Attributes: Strong analytical, quantitative, communication, organizational, and problem-solving skills with exceptional attention to detail, the ability to manage multiple live transactions, and a collaborative, client‑focused approach.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Groupwill keep your resume on file for future opportunities and may contact you for further discussion.