Investment Banking Associate (M&A)

Job Overview

Atlantic Group is seeking an Investment Banking Associate specializing in mergers and acquisitions (M&A) to support middle-market transactions in Philadelphia, PA. This hybrid role involves engaging in the full M&A lifecycle by performing financial analysis, valuation, and deal execution.

Key Responsibilities

• Develop and manage complex financial models and conduct valuations to assess potential M&A deals.
• Assist with active deal execution, including coordinating due diligence, conducting financial analyses, and structuring transactions.
• Create marketing materials such as Confidential Information Memorandums (CIMs), pitch books, and management presentations.
• Carry out research on industries, markets, and companies to support transaction evaluation and advisory services.
• Participate in client and buyer meetings while managing transaction workflows and data room logistics.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related disciplines.
• At least 4 years of relevant experience in investment banking, M&A advisory, private equity, or transaction advisory within financial services.
• Comprehensive understanding of M&A processes, valuation techniques, capital structures, and financial statement analysis.
• Proficient in advanced Excel and PowerPoint, with strong financial modeling skills.
• Detail-oriented with excellent analytical abilities, strong communication skills, intellectual curiosity, and capability to juggle multiple live deals in a fast-paced environment.

Compensation and Schedule

Salary ranges from $110,000 to $125,000 annually, supplemented by bonuses and benefits. Work schedule is Monday to Friday, in a hybrid onsite/remote arrangement.

Additional Information

Applicants meeting the qualifications will be contacted within two business days. Candidates not currently meeting the criteria will have their resumes retained for future opportunities.