2,888 Investment Banking Associate jobs in the United States
Investment Banking Associate
Posted 1 day ago
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Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $0 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Under limited supervision, performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, modeling, due diligence, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns. Builds cross-functional relationships within CIB
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Minimum of 4 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills
**Preferred Qualifications**
1. MBA degree, with a Finance focus
2. 6+ years of related work related experience
- The annual base salary for this position in New York is 175,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
Investment Banking Associate
Posted 2 days ago
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Wells Fargo is seeking an Associate to join our Industrials Investment Banking team in New York. Learn more about our career areas and lines of business at wellsfargojobs.com.
**Industrials Investment Banking Coverage**
This position is a 1st or 2nd Year Associate role to join our Industrials Investment Banking coverage team. Our Industrials team advises on complex financial transactions, including mergers and acquisitions, equity and debt financings, joint ventures, and financial investments. Key sub-sectors include Aerospace & Defense, Capital Goods, Chemicals, Forest Products & Packaging, Industrial Services, Metals, and Transportation & Logistics.
**In this role, you will:**
Help orchestrate strategic advisory and capital raising transactions. Associates assume significant responsibility that includes:
+ Managing and developing client coverage materials
+ Building financial models and supporting various financial analyses, including valuations and merger consequences
+ Performing comprehensive and in-depth company and industry research
+ Preparing presentations and other materials and memos for clients and internal committees
+ Developing, training and supporting Analysts, and contributing to the overall growth and success of the team
+ Collaborating and consulting with peers, colleagues, and managers to resolve issues and achieve goals
+ Participating in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers
**Required Qualifications:**
+ 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's Degree with coursework in financial accounting and corporate finance or an MBA
+ 2+ years of relevant investment banking experience
+ Strong financial modeling skills
+ Strong organizational, multi-tasking, and prioritizing skills
+ Excellent verbal, written, and interpersonal communication skills
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to work collaboratively in a demanding, highly focused, deadline driven, fast paced team environment, with a sense of personal accountability and urgency for achieving results
**Job Expectations:**
+ Registration FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ Ability to travel up to 10%
+ Ability to work outside of regular business hours
+ Starting salary is $175K - $00,000
**Posting Location:**
30 Hudson Yards
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
138,500.00 - 287,600.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
28 Aug 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-483842
Investment Banking Associate
Posted today
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Responsibilities:
- Assist in the execution of M&A transactions, including due diligence, valuation analysis, and process management.
- Develop complex financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and precedent transaction analysis.
- Prepare client presentations, pitch books, and marketing materials for capital raising and M&A mandates.
- Conduct industry research, company analysis, and market assessments to identify potential opportunities.
- Support senior bankers in client interactions, deal negotiation, and transaction closing.
- Analyze financial statements, identify key trends, and assess company performance.
- Assist in the origination of new business by identifying potential clients and opportunities.
- Monitor market developments and economic conditions relevant to client activities.
- Ensure all client work is completed accurately, efficiently, and to the highest quality standards.
- Manage and mentor junior analysts on the team.
- Adhere to all regulatory requirements and internal compliance policies.
- Contribute to a collaborative and high-performance team environment.
- Build and maintain strong relationships with clients and industry professionals.
- Assist with the valuation of businesses and securities using various methodologies.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or Master's degree in a relevant field is preferred.
- 3-5 years of experience in investment banking, corporate finance, private equity, or a related financial advisory role.
- Expertise in financial modeling, valuation techniques, and due diligence processes.
- Proficiency in Microsoft Excel and PowerPoint is essential.
- Experience with financial databases and analytical tools (e.g., Bloomberg, Refinitiv, FactSet).
- Strong understanding of capital markets, M&A processes, and corporate finance principles.
- Excellent analytical, quantitative, and problem-solving skills.
- Superior written and verbal communication and presentation skills.
- Ability to work effectively under pressure, manage multiple projects simultaneously, and meet tight deadlines in a remote setting.
- High level of integrity, professionalism, and attention to detail.
- FINRA Series 79 and 63 licenses are a plus.
Investment Banking Associate
Posted today
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Key responsibilities include:
- Performing financial analysis, valuation modeling (DCF, precedent transactions, comparable companies), and sensitivity analysis.
- Conducting due diligence on companies, markets, and industries.
- Preparing pitch books, client presentations, and other transaction-related documentation.
- Assisting in the execution of M&A transactions, debt financings, and equity offerings.
- Building and maintaining relationships with clients and intermediaries.
- Researching market trends and identifying potential investment opportunities.
- Managing deal processes and coordinating with legal counsel, accountants, and other advisors.
- Mentoring and guiding junior team members (Analysts).
- Ensuring compliance with all regulatory requirements and firm policies.
- Contributing to business development efforts and expanding client relationships.
Qualifications required include a Bachelor's degree in Finance, Economics, Accounting, or a related field from a top-tier university. An MBA or advanced degree is preferred. A minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field is essential. Strong financial modeling, valuation, and analytical skills are paramount. Excellent communication, presentation, and interpersonal skills are necessary. Proficiency in financial databases (e.g., Bloomberg, FactSet) and Microsoft Office Suite is required. This is a fully remote position, allowing talented professionals from anywhere to contribute to our client's success in the financial services industry.
Investment Banking Associate
Posted today
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The ideal candidate will possess a strong academic record, typically with a degree in Finance, Economics, or a related quantitative field, and 2-4 years of relevant experience in investment banking, corporate finance, or private equity. Exceptional financial modeling skills, proficiency in valuation techniques (DCF, precedent transactions, comparable company analysis), and a thorough understanding of capital markets are mandatory. You must possess outstanding analytical, problem-solving, and communication skills, with the ability to manage multiple projects concurrently under demanding deadlines. Teamwork and collaboration are crucial, as you will work closely with senior bankers, clients, and legal counsel. We are looking for a highly motivated, detail-oriented, and driven individual with a strong work ethic and a passion for finance and deal-making. This role provides an exceptional platform for career growth and exposure to complex financial transactions within a fast-paced, intellectually stimulating environment.
Investment Banking Associate
Posted today
Job Viewed
Job Description
Investment Banking Associate
Posted today
Job Viewed
Job Description
Key Responsibilities:
- Assist in the origination and execution of M&A transactions, debt financings, and equity offerings.
- Develop comprehensive financial models, including valuation analyses, LBO models, DCF, comparable company analysis, and precedent transaction analysis.
- Prepare client presentations, pitch books, and marketing materials for M&A advisory and financing mandates.
- Conduct due diligence, industry research, and company analysis to support transaction execution.
- Manage deal processes, coordinating with clients, legal counsel, and other advisors.
- Support senior bankers in client relationship management and business development efforts.
- Analyze financial statements and industry data to identify investment opportunities and risks.
- Assist in the preparation of offering memorandums and other financing-related documents.
- Stay informed about market trends, economic conditions, and regulatory changes affecting the financial industry.
- Mentor and train junior analysts on the team.
Qualifications:
- MBA or Master's degree in Finance, Economics, or a related field; Bachelor's degree with exceptional academic credentials and relevant experience will be considered.
- 2-4 years of relevant investment banking, private equity, or corporate development experience.
- Exceptional financial modeling, valuation, and analytical skills.
- Proficiency in financial databases and software (e.g., Bloomberg Terminal, Capital IQ, FactSet).
- Strong understanding of corporate finance principles and capital markets.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- High level of attention to detail and accuracy.
- Ability to work independently, manage multiple tasks effectively, and thrive in a fast-paced, demanding remote environment.
- Demonstrated ability to work collaboratively within a team.
- Strong work ethic and commitment to delivering high-quality results.
This is a unique opportunity for a motivated finance professional to build a successful career in investment banking while enjoying the benefits of a fully remote work arrangement. Join our esteemed client and contribute to shaping financial strategies for leading companies.
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Investment Banking Associate
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Key responsibilities include performing due diligence, supporting senior bankers in client negotiations, and managing junior team members. You will also monitor market trends and conduct industry research to identify new business opportunities. A Bachelor's degree in Finance, Economics, or a related field is required, with a strong academic record. Previous investment banking or corporate finance experience is essential. Excellent communication, teamwork, and interpersonal skills are crucial for success in this client-facing role. This is a significant opportunity for a driven professional to contribute to high-profile transactions and build a successful career in investment banking within the vibrant financial hub of Philadelphia.
Investment Banking Associate
Posted today
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Investment Banking Associate
Posted today
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Job Description
Key responsibilities include conducting in-depth financial analysis, valuation modeling (DCF, precedent transactions, comparable companies), and building complex financial models. You will assist in the preparation of client presentations, pitch books, and marketing materials. Performing due diligence, market research, and industry analysis to identify opportunities and risks is essential. The Associate will be expected to manage transaction processes, coordinate with internal and external stakeholders, and ensure timely execution of deliverables. You will also play a role in client relationship management and business development efforts. Mentoring and guiding junior team members will be an integral part of the role.
The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related quantitative field, with exceptional academic credentials. Prior experience in investment banking, corporate finance, private equity, or a related field is required, typically 2-4 years. Superior financial modeling, valuation, and analytical skills are paramount. Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely, are essential. A strong understanding of capital markets and transaction processes is necessary. The ability to work effectively under pressure, meet tight deadlines, and collaborate successfully in a team environment is critical. This is an exceptional opportunity for a driven professional to advance their career in investment banking within a highly reputable firm.