Investment Banking Associate

Atlantic Group; Pennsylvania; Hybrid; USD 95,000 - 135,000; Full time

Job summary

Atlantic Group is seeking an Investment Banking Associate in Delaware County, PA to support M&A transaction execution, financial modeling, and client advisory within a middle-market environment. The role emphasizes sell-side and buy-side advisory, valuation analysis, and the preparation of marketing materials while collaborating with senior bankers on live deals.

Responsibilities include transaction execution, model building, research, and client deliverables.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of experience in investment banking.
• Advanced Excel and PowerPoint proficiency; experience with financial databases and CRM platforms preferred.
• Analytical, organized, and results-driven with strong communication in fast-paced, client-facing environments.

Responsibilities

• Support M&A, recapitalizations, and other advisory engagements from start to close.
• Build complex financial models for valuation, forecasting, and scenario analysis.
• Conduct industry, company, and market research to support strategy and deal flow.
• Prepare pitch decks, CIMs, and management presentations for clients and investors.
• Analyze financials, review key documents, and assist with due diligence and coordination.

Skills

Analytical

Organized

Results-driven

Communication skills

Client-facing

Education

Finance/Accounting/Economics degree

Tools

Excel

PowerPoint

CRM platforms

Financial databases

Job description

Job Overview – Investment Banking Associate

Location: Delaware County, PA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Banking M&A Associate in Delaware County, PA for our client, supporting M&A transaction execution, financial modeling, and client advisory within a middle-market investment banking environment. This role focuses on sell-side and buy-side advisory, valuation analysis, and preparation of marketing materials while working closely with senior bankers on live deals. The position offers strong deal exposure, hands‑on responsibility, and the opportunity to grow within a collaborative and high‑performing team.

Responsibilities as the Investment Banking Associate:

• Transaction Execution: Support M&A, recapitalizations, and other advisory engagements from start to close.
• Financial Modeling: Build complex models for valuation, forecasting, and scenario analysis.
• Research & Analysis: Conduct industry, company, and market research to support strategy and deal flow.
• Presentation Materials: Prepare pitch decks, CIMs, and management presentations for clients and investors.
• Due Diligence: Analyze financials, review key documents, and assist with client and third‑party coordination.

Qualifications for the Investment Banking Associate:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Experience: 3+ years of experience in investment banking.
• Technical Skills: Advanced Excel and PowerPoint proficiency required, with experience in financial databases and CRM platforms preferred.
• Skills & Attributes: Analytical, organized, and results‑driven, with strong communication skills and the ability to thrive in fast‑paced, client‑facing environments.

Application Notice:

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