Demo

Investment Banking Associate

Robertson Wright
Boca Raton, FL Full Time
POSTED ON 12/24/2025
AVAILABLE BEFORE 1/23/2026

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.

Salary.com Estimation for Investment Banking Associate in Boca Raton, FL
$36,904 to $45,027
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