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Investment Banking, Associate

Wall Street Careers®
locationNashville, TN, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Firm Type: Global Investment Bank

Title: Associate

Department: Investment Banking

Location: Nashville, TN

Group: Sustainability (Power, Energy, Renewables, Solar Green Building)


Firm Summary:

The firm is a global, full-service investment bank providing advisory, capital markets, and financial solutions to growth-oriented and middle-market companies. With over 3,000 employees across major financial centers and headquarters in New York, NY the firm delivers strategic advisory, M&A execution, capital raising, and sponsor-related transaction expertise through an integrated platform.


Associate must have 2 years of experience as an Analyst in Investment Banking. (Relocation Package included to move to Nashville)


Associate, Summary:

The M&A Associate plays a key role in executing mergers, acquisitions, divestitures, and capital-raising transactions. Associates work closely with Vice Presidents, Directors, and Managing Directors to manage deal processes, conduct financial analysis, and develop client presentations.

Provide banking support to both the Sustainability/Energy and Healthcare IB teams.


Key Responsibilities:

  • Deal Execution: Manage end-to-end execution of M&A transactions, including financial due diligence, valuation, and structuring.
  • Financial Modeling & Analysis: Build detailed models (DCF, LBO, merger models, comparable company analysis) and perform scenario analyses to support decision-making.
  • Client Interaction: Participate in client meetings, calls, and negotiations; present analyses and recommendations under senior banker supervision.
  • Preparation of Materials: Lead preparation of pitchbooks, management presentations, information memoranda, and board materials.
  • Due Diligence Coordination: Liaise with legal, accounting, and industry advisors to gather information and ensure smooth deal flow.
  • Market & Industry Research: Conduct in-depth research to identify trends, competitive landscape, and strategic opportunities.
  • Mentorship & Training: Supervise Analysts, providing guidance on modeling, research, and presentation preparation.


Skills & Competencies:

  • Strong financial modeling and valuation skills
  • Advanced proficiency in Excel and PowerPoint
  • Excellent written and verbal communication skills
  • Analytical thinking, attention to detail, and problem-solving ability
  • Ability to manage multiple tasks under tight deadlines
  • Client-facing professionalism and teamwork
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