
Investment Banking Associate
- Excel
- PowerPoint
- Bloomberg
- CFA
- VBA
- Equity
Investment Banking Associate β M&A, Financial Modeling & Valuation
Full-Time | Remote | U.S. Business Hours
About the Role
At Pavago, one of our clients is hiring anInvestment Banking Associate to support liveM&A, capital raising, and strategic advisory transactions.
This is a hands-on deal execution role for someone with strong experience infinancial modeling, valuation, due diligence, and transaction materials. Youβll work closely with analysts, senior bankers, clients, lawyers, accountants, and advisors to ensure transactions move forward accurately and on schedule.
If you thrive in fast-paced deal environments and can balance rigorous financial analysis with strong execution, this role is a strong fit.
What Youβll Own
Financial Modeling & Valuation
- Build and maintain detailedDCF, LBO, and merger models
- Conductcomparable company and precedent transaction analyses
- Perform sensitivity and scenario analysis
- Evaluate financial assumptions and transaction structures
- Update models using client financials and evolving deal assumptions
M&A & Transaction Execution
- Supportbuy-side, sell-side, capital raising, and strategic advisory engagements
- Manage due diligence checklists and transaction timelines
- Coordinate virtual data rooms and information requests
- Work with clients, accountants, lawyers, consultants, and other advisors
- Ensure transaction deliverables remain accurate and on schedule
Pitch Books & Client Materials
- Draft and refine:
- Confidential Information Memoranda (CIMs)
- Pitch books
- Teasers
- Management presentations
- Investor decks
- Translate complex financial analysis into polished, client-ready materials
- Maintain exceptional accuracy and attention to detail
Research & Analysis
- Conduct industry, company, and market research
- Identify relevant trends, risks, and opportunities
- Prepare briefing notes and strategic insights
- Incorporate research findings into valuation assumptions and transaction materials
Analyst Review & Senior Banker Support
- Review analyst work for accuracy, consistency, and presentation quality
- Provide guidance and mentorship to junior team members
- Prepare VPs and Managing Directors for client meetings
- Support senior bankers with models, transaction updates, and financial insights
Compliance & Documentation
- Maintain confidentiality across sensitive transaction information
- Ensure deliverables follow internal controls and applicable requirements
- Maintain organized, audit-ready versions of financial models and transaction materials
Requirements
- 2β4 years of experience in:
- Investment Banking
- Corporate Finance
- Private Equity
- AdvancedExcel skills with strong financial modeling capabilities
- AdvancedPowerPoint and presentation skills
- Strong understanding of:
- DCF valuation
- LBO modeling
- Comparable company analysis
- Precedent transaction analysis
- Familiarity withBloomberg, Capital IQ, FactSet, or PitchBook
- Strong analytical and quantitative skills
- Exceptional attention to detail
- Ability to manage multiple live transactions and tight deadlines
- Strong written and verbal English communication
Nice to Have
- MBA, CFA, or CPA
- VBA/macros experience
- Experience across bothbuy-side and sell-side M&A
- Capital raising experience
- Exposure to industries such as:
- Technology
- Healthcare
- Real Estate
- Financial Services
- Previous experience mentoring or reviewing analyst work
What Success Looks Like
- Highly accurate financial models and valuation analyses
- Pitch books, CIMs, and investor materials delivered on time
- Smooth management of due diligence and transaction workstreams
- Strong quality control across analyst deliverables
- Positive feedback from clients and senior bankers
- Multiple live transactions managed effectively without sacrificing accuracy
What a Typical Day Looks Like
You may start by updating a valuation model with new client financials, then review analyst work before preparing materials for an upcoming client meeting.
Throughout the day, youβll coordinate due diligence requests, update data rooms, conduct market research, refine a CIM or pitch book, and communicate with advisors and client stakeholders.
In short: you help drive transactions from financial analysis through execution while ensuring senior bankers and clients can rely on the accuracy and quality of every deliverable.
Why This Role Stands Out
- Direct exposure to liveM&A and capital raising transactions
- Advanced financial modeling and valuation experience
- High visibility with senior bankers and clients
- Opportunity to work across multiple industries and transaction types
- Fully remote environment aligned with U.S. deal schedules
- Career growth towardVice President, Private Equity, Corporate Development, or Strategic Finance
Interview Process
- Initial Application Review
- Spark Hire Intro Video
- Pavago Recruiter Interview
- Technical Assessment β DCF or M&A Modeling Case
- Client Interview with Senior Bankers
- Offer & Background Verification
Apply Now
If you have strongM&A, financial modeling, valuation, and transaction execution experience and thrive in demanding deal environments, weβd love to hear from you.
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Investment Banking Associate Β· Pavago