About the Role
As an Associate, you'll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process-from idea generation to closing. You'll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends- making you a critical player in both business development and deal execution. This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you.
Location: Boston, NYC, or Chicago
Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business.
What We Look For
- Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights
- Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making
- Transform complex client data into clear visuals that convey appealing narratives to prospective buyers
- Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions
- Support the build out of comprehensive market landscapes for M&A-focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution
- Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials-from deal pitches to financing strategies-turning ideas into presentations that win business
- Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
- Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal
- Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track
- The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us
What We Look For
- 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
- Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
- Financial modeling and analytical skills, including knowledge of financial accounting
Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models - Deep knowledge of Microsoft Office especially Excel and PPT
- A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
- A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
- An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
- A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
- A track record of acting with integrity, consistently choosing to do what's right-even when it's difficult or unnoticed
- Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
- Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients
What we offer
- Catered lunch 4 days a week
- Generous performance bonus program
- Comprehensive healthcare
- Unlimited vacation
- 401K match
- Professional development opportunities
- Quarterly peer-recognition awards
- Team events & outings
- Branded swag
- Referral bonus
What we value
While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here.
G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $220,000, including an annual base salary of $125,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction.
G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration.
