Investment Banking Associate

Atlantic Group

$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required; MBA preferred
  • Minimum of 2 years’ experience in investment banking, private equity, or transaction services
  • Strong quantitative skills with solid financial modeling and analysis ability
  • Proficient in Microsoft Office Suite, especially Excel, PowerPoint, and Word
  • Excellent organizational, communication, and research skills
  • Demonstrated proactive attitude and adaptability in fast-paced environments
  • Established connections within the Greater Philadelphia Area

Responsibilities

  • Lead client due diligence efforts and prepare Confidential Information Memoranda (CIMs)
  • Analyze and organize client financial data
  • Coordinate effectively with deal team members across the firm
  • Manage transaction logistics and drive achievement of transaction milestones
  • Conduct detailed industry and company research

Benefits

  • On-site role located in Montgomery County, PA
  • Permanent position under a contingency hiring model
  • Close collaboration with senior bankers on merger and acquisition transactions
  • Direct exposure to high-impact, fast-paced transactional work
Full Job Description
  • Location: Montgomery County, PA, Pennsylvania
  • Type: Perm (Contingency)
  • Job #38091
  • Salary: $90,000

Job Overview - Investment Banking Associate
The Investment Banking Associate role offers a unique opportunity to work closely with senior bankers, engaging primarily in executing merger and acquisition transactions. Ideal candidates will bring previous experience in investment banking, private equity, transactions services, or related fields.

Compensation: $90,000.00 - $110,000.00 + bonus
Location: Montgomery County, PA - On-Site

Responsibilities of the Investment Banking Associate include:
  • Lead client due diligence and prepare Confidential Information Memoranda (CIMs).
  • Analyze and organize client financial data.
  • Coordinate with deal team members across the firm.
  • Manage transaction logistics and achieve transaction milestones.
  • Conduct industry and company research.


Qualifications of the Investment Banking Associate include:
  • Bachelor's degree required, MBA preferred.
  • 2+ years of investment banking, PE or transaction services.
  • Strong quantitative skills, including financial modeling and analysis.
  • Excellent organization, communication, and research abilities.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Positive attitude, proactive approach, and ability to work well in a fast-paced environment.
  • Must have connections to the Greater Philadelphia Area.

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.

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