What are the responsibilities and job description for the Investment Banking Associate position at Oaklands Global Financial Services Recruitment?
We are partnering with a highly respected middle-market investment bank to identify an experienced Investment Banking Associate to join its growing Boston based team. This is an excellent opportunity to work on a diverse range of M&A, capital raising, and strategic advisory transactions alongside senior bankers in a collaborative, entrepreneurial environment.
The successful candidate will play a key role in transaction execution, financial analysis, client presentations, and business development initiatives while gaining significant exposure to senior decision-makers and clients across a variety of industries.
Key Responsibilities
- Support the execution of mergers & acquisitions, capital markets, and strategic advisory transactions.
- Build and review detailed financial models, valuation analyses, and transaction materials.
- Prepare pitch books, client presentations, confidential information memoranda, and management presentations.
- Conduct industry, company, and market research to support client engagements and business development efforts.
- Coordinate due diligence processes and manage transaction timelines.
- Interact directly with clients, investors, legal advisors, and other transaction stakeholders.
- Mentor and assist junior team members as appropriate.
Requirements
- 2-4 years of relevant experience in investment banking, corporate finance, transaction advisory, or a related field.
- Strong financial modelling and valuation skills, including DCF, comparable company, and precedent transaction analyses.
- Proven transaction execution experience.
- Excellent analytical, communication, and presentation skills.
- Ability to manage multiple projects in a fast-paced environment.
- Bachelor's degree required; advanced qualifications are advantageous.
About the Firm
Our client is an established global financial services platform with a strong reputation for delivering strategic advice and capital markets expertise to corporate clients. The firm offers a collaborative culture, significant deal exposure, and opportunities for professional growth within a dynamic and entrepreneurial environment.
What's on Offer
- Competitive compensation and bonus structure.
- Exposure to high-profile transactions and sophisticated clients.
- Strong career development and progression opportunities.
- Collaborative and high-performing team environment.
- Boston-based role with a leading investment banking platform.
To express interest or learn more about this confidential opportunity, please submit your application for a confidential discussion.
Why Work With Oaklands Global?
Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.
If the above opportunity is of interest to you, please apply today to Sonya Sharples in confidence.
Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.
Salary : $175,000 - $250,000