Investment Banking Associate- M&A

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with employer match

Paid vacation and sick time

Fully remote work environment

Job summary

Boutique Recruiting in the United States seeks an Investment Banking Associate to support and increasingly lead M&A transactions across the full deal lifecycle, including modeling, valuation, diligence, buyer outreach, negotiation, and closing with a focus on technology, defense, cybersecurity, AI, and other emerging sectors.

The ideal candidate has 3–4 years of meaningful M&A or investment banking experience, is tech-forward, and thrives in an entrepreneurial environment where initiative,

Qualifications

• 3–4 years of M&A, investment banking, or comparable experience
• Full deal lifecycle exposure including modeling, valuation, diligence, positioning, and closing
• Strong financial modeling, analytical, research, and transaction execution skills
• Technology-forward mindset with ability to apply AI in professional workflows
• Experience with Bloomberg and Outlook
• Ability to communicate confidently with clients and stakeholders

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

Skills

M&A experience

Tech-forward

Client-facing

Series 7 licensing

Education

Bachelor’s degree

Tools

Bloomberg

Outlook

Salesforce

Microsoft Dynamics

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 time
• Fully 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

If you are an experienced M&A professional who wants more ownership, broader transaction exposure, and the opportunity to help build a platform rather than simply execute within one, we encourage you to apply.

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