Investment Banking Associate

Atlantic Group; Pennsylvania; Hybrid; USD 100,000 - 150,000; Full time

Job summary

Atlantic Group in Delaware County, PA is seeking an Investment Banking M&A Associate to support transaction execution, financial modeling, and client advisory within a middle-market environment.

You will work on sell-side and buy-side advisory, build valuation models, and prepare marketing materials while collaborating with senior bankers on live deals.

Qualifications

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

Responsibilities

• Support M&A, recapitalizations, and 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 coordination.

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

PowerPoint

CRM platforms

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.