M&A Analyst or Associate – Philadelphia, PA

JTW Advisors LLC; Wayne (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

JTW Advisors LLC in Wayne, PA is seeking recent graduates or investment banking professionals with 1–3 years of experience for a role on the M&A Deal Execution team. The firm focuses on homebuilding, building products, and home services, offering exposure to both sell-side and buy-side transactions.

You will work closely with principals and support deal execution across all phases. The position requires strong financial modeling, CIM drafting, and advanced Excel/PowerPoint skills.

Qualifications

• Undergraduate degree from a 4-year college.
• Experience in investment banking or private equity through a previous internship or full-time job.
• Strong preference to NCAA student athletes.
• Ability to read and interpret financial statements.
• Strong financial modeling skills and drafting CIMs/presentations.

Responsibilities

• Supporting principals and senior deal team members throughout all phases of the transaction process.
• Preparing financial models and valuation analyses.
• Drafting pitch materials, offering documents, and PowerPoint presentations.
• Curating and managing online data rooms.
• Assisting with marketing and prospecting initiatives.
• Interacting with clients and prospects by phone, email, and onsite meetings.

Skills

Financial modeling

Advanced Excel

PowerPoint skills

CIM drafting

Valuation analyses

Education

Undergraduate degree

Tools

S&P Capital IQ

Claude AI

Job description

JTW Advisors LLC is a boutique investment banking firm focused exclusively on the homebuilding, building products, and home services industry. We specialize in Mergers & Acquisitions (M&A) advisory services.

Who Should Apply

Recent college graduates and investment banking professionals with 1-3 years of experience. Our firm is growing so we will be hiring one or two highly motivated individuals for this role.Candidates must have experience in investment banking or private equity through a previous internship or full-time job. Preference will be provided to current and former NCAA student athletes.

You will work on our M&A Deal Execution team. The firm and position offer an excellent opportunity to gain expansive hands-on experience executing both sell-side and buy-side M&A deals.As a boutique firm, we provide our junior bankers exposure and responsibility for all steps in the M&A process.

Responsibilities

The selected candidate will be given as much responsibility as his/her experience and capabilities allow.Responsibilities will include:

• Supporting principals and senior deal team members throughout all phases of the transaction process.
• Preparing financial models and valuation analyses.
• Drafting pitch materials, offering documents, and PowerPoint presentations.
• Curating and managing online data rooms.
• Assisting with marketing and prospecting initiatives.
• Interacting with clients and prospects on the phone, in writing, and at onsite meetings.

Requirements

• Undergraduate degree from a 4-year college.
• Experience in investment banking or private equity through a previous internship or full-time job.
• Strong preference to NCAA student athletes.
• Ability to read and interpret financial statements.
• Strong financial modeling skills.
• Experience drafting CIMs, management presentations, and pitch books.
• Advanced Excel and PowerPoint skills.
• Experience with Claude or similar AI platform.
• Experience with financial databases such as S&P Capital IQ.
• High level of motivation and individual initiative.
• Flexibility to work with short deadlines requiring evenings and weekends as needed.
• You may be required to become FINRA licensed upon employment for Series 63, 79, and/or 82 licenses.
• Good sense of humor is a must.

Compensation

JTW is a meritocracy. We don't track face time or subjective metrics. Instead, we are focused on outcomes. When our clients succeed our firm is rewarded financially. And when the firm succeeds our employees are rewarded financially.

• Base Salary = Market rate and is based on experience and capabilities.
• Revenue Participation = Every one of our employees receives a percentage of the firm's, or their vertical's, success fee revenue. This aligns employees' interests with our clients and firm ownership. As our clients achieve success, our employees are paid a portion of that revenue. Revenue participation varies by employee and is based on capabilities. And we don't make you wait until the end of the year, we pay you the next pay period after a transaction closes.
• Bonus = None. We don't pay a subjective annual bonus. We pay for outcomes. Our employees' potential income is much higher this way. When our clients succeed, we all make money. [See: "Revenue Participation" above.].

This job is based out of our Wayne, PA office, which is a suburb of Philadelphia, PA. This is not a work from home or "hybrid" position. We do serious work and expect our employees to be in the office five days per week. This is an adult job so slackers, skaters, and coasters should not apply.

Employment Type = Full-time.