Investment Banking Associate

Investment Banking Associate

Our client, a growing middle-market investment bank, is seeking an Investment Banking Associate to join its Orlando office. This opportunity is ideal for a driven finance professional looking to accelerate their career within an entrepreneurial platform that offers significant transaction responsibility, direct client exposure, and meaningful interaction with private equity sponsors.

The firm advises founder-owned businesses, private equity-backed companies, and corporate clients on a wide range of middle-market transactions. Associates are given the opportunity to play a hands-on role in both deal execution and business development efforts while gaining exposure across multiple industry sectors.

Why Join?

• Entrepreneurial culture with high visibility and direct access to senior leadership
• Opportunity to work alongside leading private equity firms, family offices, and strategic acquirers
• Significant responsibility on live transactions from day one
• Broad exposure across multiple industry verticals and transaction types
• Collaborative team environment with strong mentorship and career advancement opportunities
• Clear pathway for long-term growth within an expanding investment banking platform

Key Responsibilities

• Support the execution of mergers & acquisitions, capital raises, recapitalizations, and strategic advisory engagements
• Build and maintain detailed financial models, valuation analyses, and transaction materials
• Prepare confidential information memorandums, management presentations, and marketing materials
• Conduct industry, company, and market research to support transaction execution and client development initiatives
• Coordinate due diligence processes and manage interactions with buyers, investors, lenders, and advisors
• Participate in client meetings, management presentations, and sponsor discussions
• Assist senior bankers with business development and industry coverage efforts
• Mentor and oversee Analysts on transaction-related workstreams

Industry Coverage

The team actively advises clients across a variety of sectors, including:

• Industrials & Manufacturing
• Business Services
• Healthcare
• Technology & Software
• Consumer & Retail
• Distribution & Logistics
• Financial Services

Qualifications

• 2-5 years of investment banking experience, or completion of a recognized analyst program
• Strong financial modeling and valuation skills, including DCF, precedent transactions, comparable company analysis, and LBO modeling
• Experience supporting M&A, debt placement, or capital raising transactions
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Advanced proficiency in Excel and PowerPoint
• Excellent analytical, presentation, and communication skills
• Ability to manage multiple priorities in a fast-paced environment