Investment Banking Associate

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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