Deal Operations Analyst (Investment Banking Operations)

Deal Operations Analyst | M&A / Investment Banking Operations

Bundy Group | Huntington Area, NY (Long Island) | Hybrid In-Office

About Bundy Group

Founded in 1989, Bundy Group is a boutique M&A advisory firm with a long track record of delivering successful outcomes for founders and business owners. With more than 250 transactions completed and $1.2 billion in total transaction value, we bring deep expertise across Healthcare, Technology Enabled Services, and Business & Industrial Services. The firm has an affiliated securities broker-dealer arm, Bundy Group Securities.

We advise founders through one of the most significant transaction events of their lives, combining thoughtful guidance with disciplined execution. Our team operates with a high standard of professionalism, accountability, and care — qualities required to successfully navigate complex sale processes that can span 6 to 12 months and involve numerous critical milestones.

Why Join Bundy Group?

• Impact. Your work will directly support the execution and success of live transactions while helping shape and improve processes across the deal execution teams.

• Growth & Exposure. Work closely with senior team members and gain exposure to M&A deal execution in a fast-paced environment.

• Build Opportunity. Join during the expansion of our New York office and contribute meaningfully from the ground up.

• Culture. Collaborative, high-performance environment with clear expectations and accountability.

The Opportunity

We are seeking a highly organized, energetic, and task-focused Deal Operations Analyst to support our deal teams across M&A transactions, investment banking processes, and deal execution workflows. This role is well-suited for individuals with experience in investment banking, corporate finance, transaction services, business operations, or project management environments who are interested in a process-oriented execution role.

This position is centered on process-driven execution and live engagement support. You will play a key role in moving transactions forward by managing buyer outreach, maintaining CRM accuracy, distributing materials, and coordinating workflows across multiple concurrent deals. In parallel, you will partner with senior leadership to evaluate existing processes, identify opportunities for improvement, explore automation tools, and help document scalable best practices as the firm continues to grow.

You will work closely with senior deal team members and gain direct exposure to the execution of live M&A transactions. Your work will have a direct impact on the speed, organization, and overall quality of deal processes, making you an integral part of the execution team.

Bundy Group is expanding its New York-based office, and this role will be part of that growth—offering the opportunity to contribute meaningfully as the firm continues to scale. Recognized on the Inc. 5000 list of fastest-growing companies, the firm combines a strong growth trajectory with a long-standing track record in M&A advisory.

This is a high-performance environment. Individuals who demonstrate strong execution, initiative, reliability, and ownership will quickly earn increased responsibility and become a trusted part of the deal team as the firm continues to grow.

What You'll Do

1.     Deal Execution Support

• Distribute transaction materials to buyers and coordinate follow-on communications
• Track buyer activity and process progression across deal stages
• Maintain accurate CRM records (DealCloud) reflecting real-time deal status
• Manage data room access, organization and documentation uploads
• Support deal teams by executing outreach, tracking, and coordination tasks

2.     Process & Coordination

• Coordinate delivery of materials across each stage of the deal process
• Track buyer engagement and ensure process consistency
• Schedule management presentations, buyer meetings, and diligence sessions
• Manage scheduling logistics and meeting coordination

3.     Process Improvement & Deal Operations Support

• Identify opportunities to improve deal execution workflows and internal processes
• Help build and document repeatable processes, checklists, and best practices across deal teams
• Leverage automation tools (e.g., Excel, CRM workflows, AI tools) to improve efficiency of task-based work and establish new best practices for the firm
• Support ongoing CRM optimization, data integrity, and reporting improvements
• Contribute to business operations and deal operations initiatives across the firm

4.     Data & Administrative Support

• Convert PDF financials into Excel format
• Organize and clean data for use by deal teams
• Support ad-hoc, time-sensitive requests across active transactions as well as with situational coverage and operations-related assignments

Note: This description reflects the core responsibilities of the role but is not all-inclusive. Responsibilities may evolve as the firm grows.

What We're Looking For

We are looking for someone who is detail-oriented, reliable, and takes pride in executing at a high level.

• Execution-Oriented. You follow instructions precisely and maintain a high standard of quality under pressure.

• Highly Organized. You can manage multiple workstreams simultaneously without losing attention to detail.

• Process-Driven. You are comfortable operating within structured workflows and maintaining consistency across tasks.

• Responsive & Reliable. You communicate clearly, respond quickly, and perform well in deadline-driven environments.

• Service-Oriented. You take pride in supporting others and enabling a team to perform at a high level.

• Ownership Mentality. You take ownership of outcomes, not just tasks. You are proactive, adaptable, and willing to step in wherever needed to keep processes moving—without compromising quality.

Qualifications & Experience

• Bachelor’s degree required
• 3 years of experience in a high-volume execution, operations, or coordination role
• Experience in investment banking, private equity, transaction services, corporate finance, legal coordination, or consulting PMO preferred
• Experience working in deadline-driven, multi-workstream environments
• Familiarity with DealCloud, Salesforce, or similar CRM systems
• Strong proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)
• Proficiency and interest in leveraging automation tools to improve processes and efficiency
• Comfort handling confidential information with professionalism
• Authorized to work in the U.S. without sponsorship

Role Structure

This role is based in the Huntington area of Long Island, NY with a hybrid schedule. We value in-person collaboration and expect regular time in the office, while also offering flexibility for remote work when appropriate.

Compensation

The expected compensation range for this role will be $30 - $40/ hour. Compensation will be aligned with experience, with eligibility for a discretionary bonus based on individual performance and firm results.

Investment Banking Operations, M&A Analyst Support, Deal Operations, Business Operations, Transaction Coordination, Project Management, CRM Management, DealCloud, Financial Services Operations