Investment Banking Associate (M&A)

Atlantic Group; Philadelphia (Philadelphia County); On-site; USD 110,000 - 125,000; Full time

Benefits offered by this job

Bonus structure

Hybrid work schedule

Job summary

A financial services firm is seeking an experienced Investment Banking Associate (M&A) in Philadelphia. This hybrid role entails financial modeling, valuation, and transaction execution for middle-market M&A transactions. The ideal candidate has over 4 years in investment banking or M&A advisory, and possesses strong analytical skills along with advanced Excel proficiency. You will prepare marketing materials and manage client interactions throughout the M&A lifecycle, contributing to crucial deal processes.

Qualifications

• 4+ years of investment banking, M&A advisory, private equity, or transaction advisory experience.
• Strong understanding of mergers and acquisitions and valuation methodologies.
• Analytical and detail-oriented with strong communication skills.

Responsibilities

• Build and maintain financial models and perform valuation analyses.
• Support live deal execution including due diligence coordination.
• Prepare marketing materials such as CIMs and pitch books.
• Conduct market and industry research to support transactions.
• Manage transaction workflows and client meetings.

Skills

Financial modeling

Valuation analysis

Client management

Market research

Communication skills

Education

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

Tools

Excel

PowerPoint

Job description

Job Overview – Investment Banking Associate (M&A) Compensation: $110,000 – $125,000/year + bonus Location: Philadelphia, PA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring an Investment Banking Associate (M&A) in Philadelphia, PA for our client, supporting middle‑market mergers and acquisitions transactions through financial analysis, valuation, and deal execution. In this hybrid role, you will build complex financial models, prepare transaction marketing materials, conduct industry and company research, and collaborate with senior bankers and clients throughout the full M&A lifecycle.

Responsibilities

• Financial Modeling & Valuation: Build and maintain financial models and perform valuation analyses to evaluate potential M&A transactions.
• Transaction Execution: Support live deal execution including due diligence coordination, financial analysis, and transaction structuring.
• Marketing Materials & Presentations: Prepare CIMs, pitch books, management presentations, and other transaction materials.
• Industry & Company Research: Conduct market, industry, and competitive research to support transaction evaluation and advisory work.
• Client & Deal Process Management: Participate in client and buyer meetings while managing transaction workflows and data room coordination.

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
• Experience: 4+ years of investment banking, M&A advisory, private equity, or transaction advisory experience within a financial services environment.
• Industry Knowledge: Strong understanding of mergers and acquisitions, valuation methodologies, capital structures, and financial statement analysis.
• Technical Skills: Advanced Excel and PowerPoint proficiency required with strong financial modeling capabilities.
• Skills & Attributes: Analytical and detail-oriented professional with strong communication skills, intellectual curiosity, and the ability to manage multiple live transactions in a fast‑paced deal environment.

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.