Investment Analyst

Investment Banking Senior Associate – M&A and Capital Raising

Location: Denver, Colorado

Position Overview

We are seeking a highly experienced and driven Senior Associate to join an expanding investment banking team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity within a forward-thinking investment banking environment.

Key Responsibilities

Lead M&A and Capital Raise Transactions

• Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.

Team Leadership and Development

• Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment.
• Manage both local and remote team members.

Technology-Driven Productivity

• Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost efficiency in executing deals.

Execution and Transaction Management

• Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations.
• Ensure top-tier quality and precision in all deliverables.

Strategic Client Advisory

• Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting strategic objectives throughout the transaction lifecycle.

Business Development and Growth

• Collaborate with senior leadership to develop new business opportunities utilizing extensive networks of strategic acquirers, private equity groups, and non-traditional lenders.

Process Optimization

• Leverage a rigorous, model-driven process to ensure focus on high-quality deals while maintaining strong closing rates and exceptional outcomes.

Firm-Building

• Assist in recruiting, cultural initiatives, networking events, and ongoing training efforts.

Qualifications

• 4–6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
• Demonstrated ability to manage and close transactions independently with a client-centric approach.
• Experience managing and mentoring junior team members.
• Strong proficiency in financial modelling, valuations, and transaction material preparation.
• Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
• Exceptional communication and presentation skills.
• Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
• MBA, CFA, or equivalent professional designation preferred but not required.
• Active Series 79 & 63 licenses preferred.

Compensation & Benefits

• Competitive base salary plus strong quarterly bonus structure.
• Performance-based bonus opportunities with no upper limit.
• Additional incentives for sourced deals.
• Hybrid work environment with remote flexibility based on tenure.
• Paid volunteer days and collaborative team culture.
• Direct mentorship from senior bankers with clear career progression opportunities.

Additional Requirements

• Bachelor’s Degree required.
• Ability to commute to the office location.
• Willingness to complete a background check.
• Minimum 3 years of investment banking experience.