Investment Banking Associate (M&A, Financial Modeling, Valuations & Capital Markets)

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours

About the Role

We’re hiring a highly analytical and execution-focused Investment Banking Associate to support live M&A transactions, capital raises, and strategic advisory engagements.

This role is focused on:

• Financial modeling and valuation
• M&A transaction execution
• Due diligence coordination
• Investor and client materials
• Deal process management
• Strategic financial analysis

You’ll work closely with:

• Managing Directors
• Vice Presidents
• Analysts
• Clients
• Lawyers and Advisors

to ensure transactions move efficiently, accurately, and on schedule.

This is an ideal opportunity for candidates who thrive in fast-paced deal environments and enjoy high-impact financial work.

What You’ll Own

Financial Modeling & Valuation

• Build and maintain advanced financial models, including:
• DCF models
• LBO models
• Merger models
• Operating models
• Conduct:
• Comparable company analysis
• Precedent transaction analysis
• Scenario and sensitivity analysis
• Evaluate:
• Valuation assumptions
• Transaction structures
• Financing impacts
• Support strategic recommendations through quantitative analysis

M&A & Transaction Execution

• Support live:
• Buy-side transactions
• Sell-side transactions
• Capital raises
• Strategic advisory engagements
• Coordinate:
• Due diligence requests
• Transaction timelines
• Client deliverables
• Manage:
• Virtual data rooms
• Due diligence trackers
• Deal documentation workflows
• Liaise with:
• Lawyers
• Accountants
• Consultants
• Client stakeholders

Pitch Books & Investor Materials

• Draft and refine:
• Pitch books
• Confidential Information Memoranda (CIMs)
• Teasers
• Management presentations
• Investor decks
• Prepare polished client-facing materials with exceptional attention to detail
• Translate complex financial analysis into executive-ready presentations

Research & Market Analysis

• Conduct:
• Industry research
• Competitive analysis
• Market trend analysis
• Analyze:
• Transaction environments
• Risks and opportunities
• Market positioning
• Incorporate findings into:
• Valuation assumptions
• Strategic recommendations
• Client materials

Team Collaboration & Leadership

• Review analyst work for:
• Accuracy
• Formatting
• Financial integrity
• Support Vice Presidents and Managing Directors with:
• Meeting preparation
• Transaction updates
• Financial insights
• Mentor junior analysts and help maintain high-quality deliverables

Compliance & Governance

• Ensure all transaction materials comply with:
• Confidentiality standards
• Regulatory requirements
• Internal controls
• Maintain:
• Audit-ready financial models
• Version control
• Transaction documentation

Requirements

Must-Have Experience

• 2–4 years of experience in:
• Investment Banking
• Corporate Finance
• Private Equity
• Transaction Advisory
• Advanced Excel skills, including:
• Financial modeling
• Valuation analysis
• Scenario modeling
• Advanced PowerPoint and presentation skills
• Strong understanding of:
• DCF valuation
• LBO analysis
• Comparable company analysis
• Precedent transaction analysis
• Experience using:
• Bloomberg
• Capital IQ
• FactSet
• PitchBook

Preferred Qualifications

• MBA, CFA, or CPA designation preferred
• Experience with:
• Buy-side transactions
• Sell-side transactions
• Capital raising engagements
• Exposure to industries such as:
• Technology
• Healthcare
• Financial Services
• Real Estate
• Prior leadership or mentorship experience with analysts

What Makes You a Strong Fit

• Strong financial and analytical mindset
• Exceptional attention to detail under pressure
• Comfortable managing multiple live deals simultaneously
• Strong communicator with executive presence
• Highly organized with excellent deadline management skills
• Ability to work independently while collaborating across teams

What a Typical Day Looks Like

• Update valuation and transaction models using client financial data
• Build pitch books, CIMs, and investor presentations
• Coordinate due diligence requests and manage data room workflows
• Conduct market and transaction research
• Review analyst work and ensure quality control
• Prepare senior bankers for client meetings and negotiations
• Support live transaction execution across multiple workstreams

In short: You help drive transactions from analysis to execution while ensuring clients and senior bankers have complete confidence in the quality of work delivered.

Key Metrics for Success (KPIs)

• Accuracy and reliability of financial models
• Timely delivery of pitch books and transaction materials
• Successful coordination of due diligence processes
• Positive client and senior banker feedback
• Quality and clarity of presentations and analyses
• Effective mentorship and analyst support

Why This Role Stands Out

• Work directly on live M&A and capital markets transactions
• Exposure to complex financial modeling and strategic advisory work
• High visibility with senior bankers and executives
• Opportunity to advance into:
• Vice President
• Private Equity
• Corporate Development
• Strategic Finance
• Collaborative and high-performance deal environment
• Fully remote flexibility aligned with U.S. transaction schedules

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Technical Assessment (DCF or M&A Modeling Exercise)
• Client Interview with Senior Bankers
• Offer & Background Verification

Apply Now

If you:

• Enjoy financial modeling and transaction execution
• Thrive in high-performance deal environments
• Want exposure to complex M&A and advisory work

this role is a strong fit for you.