Investment Banking Associate 1/2 Energy Group M&A (Middle-Market)

Prospect Rock Partners; Richmond (VA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Pension plan

Parental leave

Mentorship program

Job summary

Prospect Rock Partners in Richmond, VA seeks an Associate to join its Energy, Power, and Infrastructure (EPI) Group. You will play a key role in executing M&A transactions, working with Vice Presidents and senior bankers while guiding Analysts.

The role offers significant responsibility and client exposure as you develop financial modeling, valuation, and leadership skills. Candidates must have US work authorization; sponsorship is not provided.

Qualifications

• 2–3 years of investment banking experience, with sell-side M&A experience preferred.
• Strong financial modeling and valuation skills with high attention to detail.
• Proficiency in Excel, PowerPoint, and financial databases.
• Excellent analytical and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Bachelor's degree required; advanced degree or certifications preferred.
• Willingness to travel up to 15% of the time.
• Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire.

Responsibilities

• Execute sell-side M&A transactions across all phases of the deal lifecycle.
• Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses.
• Conduct comprehensive valuation analyses using multiple methodologies.
• Perform detailed industry research, competitive analysis, and market assessments.
• Prepare pitch materials, management presentations, and transaction marketing materials.
• Coordinate due diligence processes and manage data room activities.
• Support senior bankers in client meetings and presentations.
• Work closely with Vice Presidents to manage deal workstreams and timelines.
• Guide and mentor Analysts on financial modeling, analysis, and presentation preparation.
• Provide feedback and coaching to junior team members.
• Ensure accuracy and quality of all deliverables.
• Collaborate effectively across deal teams and office locations.
• Participate in client meetings and calls alongside senior bankers.
• Develop understanding of client business models, strategies, and industry dynamics.
• Support business development initiatives and pitch preparation.
• Stay current on market trends, transactions, and industry developments.

Skills

Analytical thinking

Communication skills

Time management

Team collaboration

Attention to detail

Travel up to 15%

Education

Bachelor's degree

Advanced degree or certifications preferred

Tools

Excel

PowerPoint

Financial databases

Job description

Our client is an elite investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry.

Their approach emphasizes true partnership—pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers.

About The Energy, Power, And Infrastructure (EPI) Group

Innovative energy, power, and infrastructure services companies benefit from some of the worlds most powerful trends, including ESG, grid upgrades and maintenance, 5G expansion, energy transition, and infrastructure investment. Senior professionals in our client's Energy, Power & Infrastructure Group work with investors and company leaders to make the most of these opportunities. Clients worldwide turn to our client to keep a pulse on the energy, power, and infrastructure market and to help unlock value in their businesses through M&A and private capital advisory services.

They have a robust track record across industry sectors such as environmental services; utility and telecom; environmental services; engineering and construction; energy management; energy technology; renewables and distributed energy; and testing, inspection, certification, and compliance.

Why This Opportunity Stands Out

This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves.

The Role

Our client seeks a talented Associate to join their Energy, Power, and Infrastructure (EPI) Group in Richmond, VA. As an Associate, you will play a critical role in executing M&A transactions, working closely with Vice Presidents and senior bankers while guiding and mentoring Analysts.

This position offers significant responsibility and client exposure as you develop your technical and leadership skills. You will be involved in all aspects of deal execution, from financial modeling and valuation analysis to client presentations and transaction coordination.

Please note:

Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States.

Key Responsibilities

Deal Execution & Analysis

• Execute sell-side M&A transactions across all phases of the deal lifecycle


• Build and maintain complex financial models including DCF, LBO, merger, and accretion/dilution analyses


• Conduct comprehensive valuation analyses using multiple methodologies


• Perform detailed industry research, competitive analysis, and market assessments


• Prepare pitch materials, management presentations, and transaction marketing materials


• Coordinate due diligence processes and manage data room activities


• Support senior bankers in client meetings and presentations

Team Collaboration & Development

• Work closely with Vice Presidents to manage deal workstreams and timelines


• Guide and mentor Analysts on financial modeling, analysis, and presentation preparation


• Provide feedback and coaching to junior team members


• Ensure accuracy and quality of all deliverables


• Collaborate effectively across deal teams and office locations

Client & Market Engagement

• Participate in client meetings and calls alongside senior bankers


• Develop understanding of client business models, strategies, and industry dynamics


• Support business development initiatives and pitch preparation


• Stay current on market trends, transactions, and industry developments

Required Qualifications

• 2-3 years of investment banking experience, with sell-side M&A experience preferred


• Strong financial modeling and valuation skills with high attention to detail


• Proficiency in Excel, PowerPoint, and financial databases


• Excellent analytical and problem-solving abilities


• Strong written and verbal communication skills


• Ability to manage multiple projects simultaneously and meet tight deadlines


• Bachelor's degree required; advanced degree or certifications preferred


• Demonstrated work ethic and ability to thrive in a fast-paced environment


• Team-oriented mindset with willingness to collaborate and support colleagues


• Willingness to travel up to 15% of the time


• Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire

What Defines Success In This Role

• Technical Excellence: Strong command of financial modeling, valuation techniques, and analytical frameworks with meticulous attention to accuracy


• Ownership Mindset: Proactive approach to problem-solving, taking initiative on projects, and driving work forward independently


• Team Leadership: Ability to effectively guide Analysts while collaborating seamlessly with Vice Presidents and senior bankers


• Client Focus: Understanding of client objectives and ability to tailor analyses and presentations to meet their needs


• Growth Orientation: Eagerness to learn, receptiveness to feedback, and commitment to continuous improvement

Compensation & Benefits

• Highly competitive base salary commensurate with experience


• Performance-based bonus eligibility tied to company, business unit, and individual performance


• Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan


• Generous paid time off including vacation, holidays, and parental leave


• Structured training program and professional development resources


• Mentorship opportunities with senior bankers


• Clear path for advancement to Vice President