Investment Banking Associate – Remote | M&A, Financial Modeling & Deal Execution
Position Type: Full-Time, Remote
Working Hours: U.S. Client Business Hours (flexibility required for live transactions and deal timelines)
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 built for someone who thrives in fast-paced transaction environments and can balance analytical rigor with flawless execution.
You’ll work closely with senior bankers, analysts, clients, legal teams, and external stakeholders to ensure transactions move forward accurately and efficiently.
This role combines:
- Financial modeling
- Valuation analysis
- Deal execution
- Due diligence coordination
- Investor and client materials
- Cross-functional transaction management
If you’re detail-oriented, financially sharp, and comfortable managing multiple live deals under pressure — this role is built for you.
What You’ll Own
Financial Modeling & Valuation
- Build and maintain advanced financial models, including:
- DCF models
- LBO models
- M&A merger models
- Operating models
- Perform:
- Comparable company analysis
- Precedent transaction analysis
- Sensitivity and scenario analysis
- Stress-test assumptions and validate outputs for transaction readiness
- Analyze financial statements, forecasts, and transaction structures
Deal Execution & Transaction Support
- Support live M&A and capital raising transactions end-to-end
- Manage:
- Due diligence checklists
- Data room organization
- Document requests
- Transaction timelines
- Coordinate with:
- Clients
- Lawyers
- Accountants
- Consultants
- Internal deal teams
- Ensure all deliverables are accurate, complete, and delivered on time
Pitch Books & Client Materials
- Prepare:
- Pitch books
- Confidential Information Memorandums (CIMs)
- Investor presentations
- Teasers
- Management presentations
- Build client-ready reports and transaction materials with exceptional attention to detail
- Support senior bankers in preparing for:
- Client meetings
- Investor calls
- Internal deal discussions
Market Research & Strategic Analysis
- Conduct industry and market research across sectors such as:
- Technology
- Healthcare
- Financial Services
- Real Estate
- Identify:
- Market trends
- Competitive positioning
- Risks and opportunities
- Translate findings into actionable insights for valuation and strategic recommendations
Team Collaboration & Mentorship
- Review analyst work for:
- Accuracy
- Clarity
- Formatting
- Modeling integrity
- Provide guidance and mentorship to junior analysts
- Collaborate closely with VPs, Directors, and Managing Directors across live transactions
Compliance & Documentation
- Ensure confidentiality and regulatory compliance across all transaction materials
- Maintain organized, audit-ready documentation and models
- Follow internal controls and governance standards throughout transaction execution
What Success Looks Like
- Financial models are accurate, structured, and delivered on time
- Due diligence processes run smoothly with no missed deadlines
- Pitch books and client materials are polished and client-ready
- Senior bankers trust your execution and reliability
- Multiple transactions are managed simultaneously without operational breakdowns
What Makes You a Strong Fit
- Exceptional financial modeling and valuation skills
- Strong attention to detail under tight deadlines
- Organized and process-driven
- Able to manage multiple live deals simultaneously
- Professional communicator with executive presence
- Comfortable operating in high-pressure transaction environments
Requirements (Must-Have)
Experience
- 2–4 years of experience in:
- Investment Banking
- Corporate Finance
- Private Equity
- Transaction Advisory
- Strong exposure to:
- M&A transactions
- Capital raising
- Financial analysis
- Deal execution
Technical Skills
- Advanced Excel skills:
- Financial modeling
- Scenario analysis
- Sensitivity analysis
- VBA/macros preferred
- Strong PowerPoint and presentation formatting skills
- Experience with:
- DCF valuation
- LBO modeling
- Comparable company analysis
- Precedent transaction analysis
- Familiarity with:
- Bloomberg
- Capital IQ
- FactSet
- PitchBook
Nice to Have
- MBA, CFA, or CPA designation
- Exposure to both buy-side and sell-side transactions
- Experience across multiple industries
- Prior mentorship or analyst management experience
- Experience working in fast-paced investment banking environments
What a Typical Day Looks Like
- Update financial models with new assumptions and client data
- Prepare CIMs, pitch books, and investor materials
- Coordinate due diligence requests and data room updates
- Review analyst models and presentation materials
- Support live transactions alongside senior bankers
- Conduct market and valuation research
- Prepare executives for meetings with transaction insights and materials
In short:
You are the operational and analytical engine behind successful transactions.
Key Metrics (KPIs)
- Accuracy and quality of financial models
- Timely completion of transaction deliverables
- Due diligence execution efficiency
- Quality and polish of client-facing materials
- Feedback from senior bankers and clients
- Reliability across multiple concurrent transactions
Why This Role Stands Out
- Exposure to live M&A and capital markets transactions
- High-impact role with direct involvement in deal execution
- Opportunity to work alongside experienced investment banking professionals
- Strong career growth 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:
- Thrive in fast-paced transaction environments
- Have strong financial modeling and analytical skills
- Enjoy high-accountability execution work
- Want exposure to complex M&A and advisory transactions
This is a strong opportunity to grow within a high-performance finance environment.
