Investment Banking Associate

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.