Investment Banking Associate – M&A, Financial Modeling & Deal Execution | Remote
Position Type: Full-Time, Remote
Working Hours: U.S. Client Business Hours
Flexibility: Required for live transactions, deal timelines, and late-stage execution
About the Role
At Pavago, one of our clients is hiring an Investment Banking Associate to support live M&A transactions, capital raises, and strategic advisory engagements.
This is a high-performance finance role for someone who thrives in fast-paced transaction environments and can combine advanced financial analysis with disciplined deal execution.
You’ll work closely with senior bankers, analysts, clients, attorneys, accountants, consultants, and other transaction stakeholders to keep deals moving accurately and efficiently.
You’ll take ownership across:
- Financial modeling and valuation
- M&A and capital raise execution
- Due diligence
- CIMs, pitch books, and investor materials
- Market and industry analysis
- Analyst review and mentorship
- Transaction coordination
If you’re financially sharp, highly detail-oriented, and comfortable managing multiple live deals under tight deadlines, this role is a strong fit.
What You’ll Own
Financial Modeling & Valuation
Build and maintain sophisticated financial models, including:
- Discounted Cash Flow (DCF) models
- Leveraged Buyout (LBO) models
- M&A / merger models
- Operating and forecasting models
Perform:
- Comparable company analysis
- Precedent transaction analysis
- Sensitivity analysis
- Scenario analysis
You’ll also:
- Analyze historical financial statements and projections
- Evaluate transaction structures and assumptions
- Stress-test key model inputs
- Validate outputs for accuracy and transaction readiness
- Update models as new client and transaction information becomes available
M&A & Transaction Execution
- Support live M&A and capital-raising transactions from initiation through execution
- Manage:
- Due diligence checklists
- Data rooms
- Document requests
- Transaction timelines
- Outstanding workstreams
- Coordinate with:
- Clients
- Attorneys
- Accountants
- Consultants
- Investors
- Internal deal teams
- Track deadlines and ensure deliverables remain complete and accurate
- Proactively identify execution risks and outstanding items
Pitch Books, CIMs & Client Materials
Prepare polished, client-ready materials including:
- Pitch books
- Confidential Information Memorandums (CIMs)
- Teasers
- Investor presentations
- Management presentations
- Transaction and strategic analysis
Support senior bankers in preparing for:
- Client meetings
- Investor calls
- Management presentations
- Internal deal discussions
Maintain exceptional standards for accuracy, formatting, consistency, and presentation quality.
Market Research & Strategic Analysis
- Conduct market, industry, and company research
- Analyze sectors such as:
- Technology
- Healthcare
- Financial Services
- Real Estate
- Evaluate:
- Market trends
- Competitive positioning
- Industry dynamics
- Risks
- Growth opportunities
- Incorporate research into valuation assumptions, transaction materials, and strategic recommendations
- Translate complex findings into concise insights for senior bankers and clients
Team Collaboration & Analyst Mentorship
- Review analyst work for:
- Modeling accuracy
- Analytical integrity
- Formatting
- Clarity
- Completeness
- Provide feedback and guidance to junior analysts
- Delegate and coordinate workstreams where appropriate
- Collaborate closely with VPs, Directors, and Managing Directors
- Maintain quality standards across simultaneous transaction deliverables
Compliance & Documentation
- Maintain strict confidentiality across transaction information
- Ensure models and transaction materials follow internal standards
- Maintain organized and audit-ready documentation
- Follow applicable governance, compliance, and document-control requirements
- Ensure sensitive information is handled appropriately throughout deal execution
Requirements – Must Have
Experience
- 2–4 years of professional experience in:
- Investment Banking
- Corporate Finance
- Private Equity
- Transaction Advisory
- Strong exposure to:
- M&A transactions
- Capital raising
- Financial analysis
- Deal execution
Financial Modeling & Valuation
Advanced experience with:
- DCF valuation
- LBO modeling
- M&A / merger modeling
- Comparable company analysis
- Precedent transaction analysis
- Scenario and sensitivity analysis
Strong ability to interpret:
- Income statements
- Balance sheets
- Cash flow statements
- Financial projections
- Transaction assumptions
Excel & PowerPoint
Advanced Microsoft Excel skills, including:
- Financial modeling
- Scenario analysis
- Sensitivity analysis
- Complex formulas
- Model structuring
VBA/macros experience is preferred but not required.
Strong PowerPoint skills with the ability to produce polished, professional, client-facing materials.
Financial Data Platforms
Familiarity with one or more of:
- Bloomberg
- Capital IQ
- FactSet
- PitchBook
Communication & Execution
- Excellent written and verbal English communication
- Strong attention to detail
- Ability to manage multiple live transactions simultaneously
- Comfortable working under tight deadlines
- Strong organizational and project-management skills
- Professional communication and executive presence
- High level of ownership and accountability
Nice to Have
- MBA, CFA, or CPA
- Buy-side and sell-side transaction exposure
- Experience across multiple industries
- Previous analyst mentorship or management experience
- Experience working in demanding investment banking environments
- Exposure to complex transaction structures and capital markets engagements
What Makes You a Strong Fit
You:
- Build accurate, well-structured financial models
- Understand valuation beyond simply applying formulas
- Can manage multiple transaction workstreams without losing details
- Produce polished materials that are ready for senior banker and client review
- Stay organized and composed under demanding deadlines
- Proactively identify missing information and execution risks
- Communicate professionally with senior stakeholders
- Can review and improve junior team members’ work
- Take ownership of deliverables from start to finish
What a Typical Day Looks Like
You may:
- Update financial models with new client data and assumptions
- Run valuation and sensitivity analyses
- Prepare or revise a CIM or pitch book
- Review analyst models and presentation materials
- Coordinate outstanding due diligence requests
- Update transaction data rooms
- Conduct industry and comparable-company research
- Prepare senior bankers for client or investor meetings
- Coordinate with attorneys, accountants, and other transaction stakeholders
- Track multiple deal timelines and ensure deadlines are met
In short: you are the analytical and execution engine behind successful transactions, ensuring models are accurate, materials are polished, and live deals continue moving forward.
Key Metrics for Success
- Accuracy and quality of financial models
- Timely completion of transaction deliverables
- Due diligence execution efficiency
- Quality and polish of client-facing materials
- Accuracy of valuation and transaction analysis
- Senior banker and client feedback
- Reliability across multiple concurrent transactions
- Quality of analyst review and mentorship
Why This Role Stands Out
- Direct exposure to live M&A and capital markets transactions
- Hands-on involvement throughout deal execution
- Work alongside experienced investment banking professionals
- Exposure to complex financial modeling and valuation
- Opportunity to work across multiple industries
- High ownership and visibility
- Strong career progression opportunities into:
- Vice President
- Corporate Development
- Private Equity
- Strategic Finance
Interview Process
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Technical Assessment – DCF / M&A Modeling Case Study
- Client Interview with Senior Bankers
- Offer & Background Verification
Apply Now
If you:
- Have 2–4 years of investment banking, transaction advisory, private equity, or corporate finance experience
- Are highly proficient in financial modeling and valuation
- Have experience supporting live M&A or capital-raising transactions
- Can produce polished CIMs, pitch books, and investor materials
- Thrive in demanding, high-accountability transaction environments
We’d love to hear from you.
Apply today and take the next step in your career working on complex M&A, capital raising, and strategic advisory transactions.
Important: Spark Hire Video Interview
As part of our application process, qualified candidates will be invited to complete a one-way video interview through Spark Hire.
This is your opportunity to introduce yourself and highlight your experience with investment banking, M&A transactions, financial modeling, DCF/LBO analysis, valuation, due diligence, CIMs, pitch books, and deal execution.
Please complete your Spark Hire interview promptly after receiving the invitation. Candidates who do not complete the video interview may not move forward in the hiring process.
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