Investment Banking M&A Associate

Job Responsibilities: Support senior bankers in building financial models to value potential clients, and researching and creating marketing pitch materials. Assist in active Merger & Acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement. Marketing outreach efforts including some cold calling and email marketing. Assist with managing deal pipeline. Support various compliance and control initiatives across the organization. Job Requirements: Prior M&A Experience Required Strong attention to detail. Advanced skills in Microsoft Office (especially PowerPoint and Excel). Ability to work in a fast-paced, ever changing, and challenging environment. Self-motivated and proactive. Excellent communications skills (written / verbal). Collaborative team player. Must have a positive can do attitude and strong work ethic. Strong client management and analytical skills. Licenses/Certifications: SIE, Series 79 and Series 63 preferred. Educational/Previous Experience Requirements: Bachelor's Degree in Finance or Accounting preferred, but not required. M&A or Transaction Advisory Services internships and related experience strongly preferred. THIS IS AN IN-OFFICE POSITION IN OUR HEADQUARTERS OFFICE IN TYSONS CORNER, VA! PLEASE DON'T APPLY IF IT'S NOT GEOGRAPHICALLY POSSIBLE FOR IN-OFFICE WORK.Benefits Health, Dental, and Vision Insurance Flexible Spending Account (FSA) 401(k) Retirement Plan Paid Time Off (PTO) and Holidays Flexible Work Environment

Created: 2026-03-04