An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
Monday to Friday (In-Office) Atlantic Group is hiring an Investment Banking Associate in Conshohocken, PA for our client, supporting middle market mergers and acquisitions, financial modeling, valuation, and transaction execution. This opportunity offers hands-on exposure to live deals while working closely with senior investment banking professionals across a variety of industries. The ideal candidate will have prior investment banking or transaction advisory experience and be looking to build a long-term career in investment banking with strong exposure to private equity transactions. Responsibilities as the
Investment Banking Associate:
Transaction Execution:
Support mergers and acquisitions by managing due diligence, coordinating deal timelines, and assisting with transaction execution from start to finish.
Financial Analysis:
Build and maintain financial models, valuation analyses, and transaction materials using methodologies such as DCF, comparable companies, precedent transactions, and LBO analysis.
Client Deliverables:
Prepare confidential information memoranda, presentations, pitch materials, and other client-facing documents for strategic transactions.
Research & Market Analysis:
Conduct industry, company, and market research to support client engagements, valuation analyses, and business development initiatives.
Deal Coordination:
Collaborate with senior bankers, clients, legal advisors, and external stakeholders to ensure efficient execution of live transactions.
Team Leadership:
Mentor junior analysts while contributing to a collaborative, high-performing investment banking team. Qualifications for the
Investment Banking Associate:
Education:
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required. MBA is preferred.
Experience:
Minimum of 2+ years of investment banking, transaction advisory, valuation, corporate development, private equity, or transaction services experience is required.
Industry Knowledge:
Experience supporting mergers and acquisitions, financial due diligence, valuation, or lower middle market transactions is preferred.
Technical Skills:
Advanced proficiency with Microsoft Excel, PowerPoint, and financial modeling is required. Experience performing DCF, LBO, comparable company, and precedent transaction analyses is preferred.
Skills & Attributes:
Strong analytical, quantitative, communication, organizational, and problem-solving skills with exceptional attention to detail, the ability to manage multiple live transactions, and a collaborative, client-focused approach.
Application Notice:
Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
