What are the responsibilities and job description for the Investment Banking Associate position at Crown Peak Advisors?
About the Role
Crown Peak Advisors is seeking motivated candidates with prior investment banking experience for an Associate position based at our headquarters in Miami, Florida, with the option to work fully remote.
As an Investment Banking Associate, you will play a central role in originating and executing M&A transactions, capital raises and other strategic advisory engagements across the technology and business services sectors. Working directly with senior investment bankers, you will manage day-to-day execution across multiple live transactions simultaneously, support clients throughout the entire transaction lifecycle from origination through closing and oversee and mentor Analysts.
Key Responsibilities
- Support the execution of M&A transactions, equity and debt financings and other advisory mandates across the technology and business services verticals
- Develop client presentations, pitch books, confidential information memoranda, management and board presentations and other transaction-related materials
- Prepare comprehensive strategic and M&A analyses, detailed company valuations, financial / operating models and other company and transaction-related financial analyses
- Lead due diligence and drafting sessions with clients
- Prepare and lead client presentations and meetings, contributing to the development of long-term client relationships
- Manage, mentor and develop Analysts
- Conduct industry and company-specific research to support business development and transaction execution
- Analyze complex business and financial information, synthesizing large volumes of disparate data into clear, actionable insights
Qualifications
- Three – five years of experience in investing banking
- Exceptional work ethic, integrity and professionalism
- Strong financial modeling, valuation and analytical capabilities
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and perform under tight deadlines
- Detail-oriented, with excellent organizational skills and high standards for quality and accuracy
- Entrepreneurial mindset with a desire to take ownership and grow
- Bachelor's degree required
- FINRA Series 79, 63 and SIE licenses required
Travel will be required on an as-needed basis, depending on client engagements. This role will initially be non-salaried, with compensation provided through transaction-based bonuses upon deal closings.
Company Overview
Crown Peak Advisors is a rapidly growing strategic M&A advisory and investment banking firm dedicated exclusively to the technology, business services and IT services ecosystem. Built by operators, advisors and investors, we advise founder-owned businesses and investors pursuing platform and add-on acquisitions. Our size, focus and breadth of industry and transaction experience empower us to deliver rigorous, institutional-grade investment banking execution to middle-market founders and owners, with a relentless focus on achieving optimal outcomes.
We are deeply embedded in the technology, business services and IT services community, with long-standing relationships across founders, owners, equity and debt investors, and strategic acquirors. We actively participate in industry events, provide thought leadership and maintain ongoing market dialogue that helps shape transaction dynamics.
Crown Peak partners with founder-owned businesses exploring liquidity events, including full or partial exits and ownership transitions. Blending operator-level strategic insight with disciplined execution, we serve as a true strategic partner, providing practical, tailored advice to guide founders through the sale process to maximize value and certainty of close.