What are the responsibilities and job description for the Investment Banking Associate position at Robertson Wright?
I am working with a well-established, high-growth investment bank with a strong footprint in the Southeast to recruit an exceptional Investment Banking Associate for their Florida office. This is a prime opportunity for a driven, analytically sharp professional who wants hands-on deal exposure across underwriting transactions, sales agreements, and private capital placements.
💼 About the Role
This Associate will work directly with senior bankers and clients on a diverse pipeline of capital markets and advisory mandates. You’ll play a central role in transaction execution—supporting deal structuring, financial modeling, documentation, investor communication, and due diligence—while gaining clear visibility to career progression.
🎯 Key Responsibilities
- Support execution of equity and debt underwriting transactions, including drafting offering documents and managing regulatory deliverables
- Assist in structuring, preparing, and executing sales agreements and capital markets documentation
- Lead analytical work for private placements, including investor materials, financial modeling, and valuations
- Prepare pitchbooks, market analyses, and strategic presentations for clients and internal committees
- Interface with legal counsel, auditors, investors, and issuer executives throughout the transaction lifecycle
- Conduct detailed industry, financial, and company research to inform deal strategy
- Help manage due diligence processes and coordinate cross-functional workstreams
- Contribute to new business development through market mapping and proposal support
🔑 Candidate Profile
- 2–4 years of experience in investment banking, capital markets, private placements, or closely related financial roles
- Strong exposure to underwriting or securities documentation is highly preferred
- Advanced financial modeling and valuation skills (DCF, comps, precedent transactions)
- Ability to manage multiple high-stakes projects in a fast-paced, deal-driven environment
- Exceptional writing, communication, and client-facing skills
- Team-oriented mindset with the confidence to work directly with senior leadership
- Series 79 and 63
💰 Compensation & Benefits
- Competitive base salary with performance-based bonus
- Clear track toward VP-level advancement for high performers
- Deal exposure across multiple industries and capital structures
- Collaborative, entrepreneurial team culture with strong leadership and stable deal flow
If you’re an ambitious investment banking professional ready to step into a role with high visibility and real transaction responsibility, I’d welcome a confidential conversation.