Investment Banking Associate

• Lead financial modeling and valuation analyses, including LBO models, working capital pegs, and 3-statement forecasts.
• Develop high-impact client-facing materials such as Confidential Information Memorandums (CIMs), strategic presentations, and pitch decks.
• Manage transaction workflows and ensure seamless execution with internal teams and clients.

• Conduct deep market research including industry and competitor analysis using raw datasets to extract insights in niche sectors.
• Stay informed on capital market trends and key developments that influence deal strategy and structuring.

• Work closely with Managing Directors, founding partners, and clients to assess strategic alternatives and execute deals.
• Contribute to recruiting, internal process building, and creating standard templates and frameworks that support firm growth.
• Participate in firm-building initiatives, including marketing materials, playbooks, and operational improvements.

• You’re entrepreneurial, resourceful, and thrive in a high-performance but non-traditional banking environment.
• You bring a high level of ownership and independence without the need for micromanagement.
• You are excited to help build a firm from the ground up while gaining direct exposure to live deals and senior leadership.

• 1–2 years of investment banking experience or comparable transaction experience (top-tier consulting, sell-side equity research, or transaction advisory considered).
• Strong technical skills in financial modeling, PowerPoint, and data analysis.
• Proven ability to work with raw client financials and build detailed transaction models.
• Excellent communication and presentation skills with strong professional presence.
• Demonstrated intellectual curiosity, adaptability, and problem-solving abilities.

• Start your day reviewing deal pipeline priorities with the Managing Director.
• Dive into a new model build or client presentation draft for an active M&A deal.
• Conduct a niche industry analysis for an upcoming capital raise.
• Join a strategy call with a founder and prepare a draft pitch deck based on that discussion.
• Collaborate with a teammate to refine firm templates or recruiting materials.
• Wrap up with updates to key stakeholders or revisions to a CIM for final review.

• Final Interview: A final round with leadership for alignment and decision-making.

Pavago