Investment Banking Associate

Boutique Recruiting; New York (NY); Remote; USD 95,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer match

Paid vacation and sick time

Fully remote with office access (NYC/|

Discretionary bonus opportunities

Significant career growth potential

Job summary

Boutique Recruiting is seeking an Investment Banking Associate in the United States to support and increasingly lead M&A transactions across the full deal lifecycle. You will focus on technology, defense, cybersecurity, AI, and other emerging sectors, leveraging AI in workflows.

The role requires 3–4 years of M&A or investment banking experience with a technology-forward mindset and entrepreneurial drive. DOE salary is $95k–$120k.

Qualifications

• 3–4 years of M&A or investment banking experience.
• Strong financial modeling, valuation, and due diligence skills.
• Technology-forward with ability to leverage AI in workflows.
• Proven client-facing communication and relationship-building.
• Experience with Bloomberg and Outlook.

Responsibilities

• Support and progressively manage M&A transactions across the full deal lifecycle.
• Build financial models and conduct transaction-related research.
• Manage the M&A pipeline and client activity in Salesforce and other CRMs.
• Engage with buyers, sellers, investors, and banking counterparts.
• Prepare materials, capture meeting notes, and support deal execution.
• Develop strategic recommendations for buy-side and sell-side clients.
• Leverage AI to improve research and transaction workflows.
• Participate in outbound business development and relationship-building.
• Help scale the platform as the practice grows.

Skills

M&A experience

Financial modeling

Valuation

Client-facing

Tech-forward / AI in workflows

Deal execution

Proactive / entrepreneurial

Relationship building

Strategic thinking

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Dynamics

Bloomberg

Outlook

Job description

Position Title: Investment Banking Associate

Join a growing M&A platform where you will have the opportunity to work across the full transaction lifecycle, contribute directly to business development, and help shape an emerging practice within a highly respected investment banking environment. This Investment Banking Associate will support and increasingly lead M&A transactions spanning financial modeling, valuation, diligence, buyer outreach, negotiation, and closing, with a particular focus on technology, defense, cybersecurity, AI, and other emerging sectors.

The ideal candidate brings 3–4 years of meaningful M&A or investment banking experience, is highly technology-forward, and thrives in an entrepreneurial environment where initiative, adaptability, and client-facing confidence are essential.

Salary Range: $95,000 - $120,000 / annually, DOE

Responsibilities

• Support and progressively manage M&A transactions across the full deal lifecycle, including modeling, valuation, diligence, positioning, buyer outreach, negotiation, and closing
• Build financial models and conduct transaction-related research and analysis
• Manage the M&A pipeline and client activity within Salesforce and other CRM platforms
• Engage with prospective buyers, sellers, investors, and banking counterparts throughout transaction processes
• Prepare pre-read materials, capture meeting minutes, and support deal preparation and execution
• Develop creative solutions and strategic recommendations for both buy-side and sell-side clients
• Leverage AI and emerging technology to improve research, analysis, modeling, and transaction workflows
• Participate actively in outbound business development, relationship building, and new opportunity sourcing
• Help build and scale a growing M&A platform by taking ownership across multiple areas as the practice expands

Requirements

• 3–4 years of M&A, transactional investment banking, or comparable banking associate experience
• Meaningful exposure to the complete M&A process, including modeling, valuation, diligence, positioning, buyer outreach, negotiation, and closing
• Strong financial modeling, analytical, research, and transaction execution capabilities
• Technology-forward mindset with demonstrated proficiency using AI as a practical tool within professional workflows
• Experience with Bloomberg and Outlook
• Ability to confidently communicate with clients, prospective buyers, investors, and other stakeholders
• Strong initiative, intellectual curiosity, adaptability, and willingness to wear multiple hats within a growing platform
• Interest in business development and contributing to the continued expansion of the M&A practice
• Ability to operate effectively in an entrepreneurial environment with limited administrative infrastructure
• Series 7 licensing will be required upon joining the firm

Preferred Qualifications

• Military or veteran background
• Experience with defense technology, dual-use technology, cybersecurity, autonomy, AI, government services, or adjacent national security markets
• Previous experience at a bulge-bracket or established investment bank
• Bachelor’s degree
• Experience with Salesforce or Microsoft Dynamics

Benefits

• Medical, dental, and vision insurance options
• Employer-paid medical premiums for employees and their families
• 401(k) plan with employer safe harbor match
• Paid vacation and sick timeFully remote work environment with access to offices in New York City, Chicago, and San Diego
• Discretionary performance bonus opportunities
• Significant long-term earning and compensation growth potential
• Opportunity to join a newly established M&A platform at an early stage and grow into a leadership position
• Direct partnership with an experienced, technology-focused Head of M&A in a collaborative, entrepreneurial environment