Investment Banking Associate 2/3 – Diversified Industrials & Services

Job Description

Our client, a full-service investment bank with more than 125 years of history and a global platform spanning securities brokerage, trading, research, underwriting, and corporate advisory services, is seeking an Associate 2/3 to join their Investment Banking team, focused on Business Services / Transportation & Logistics within the Diversified Industrials & Services group. This role can sit in New York, Baltimore, or Chicago.

This role suits a strategic thinker with a strong background in complex financial transactions and deep familiarity with the Business Services and Transportation & Logistics landscape — a self-starter ready to work hard in a fast-paced environment while managing multiple projects at once. Experience supporting sell-side M&A transactions is required.

Key Focus Areas

• Clean Technology & Engineering: Supporting sustainable tech and engineering service providers
• Industrial Services & Logistics: Advising supply chain, transport, and support service companies
• Packaging & Manufacturing: Working with firms across paper, forest products, and general manufacturing
• Industrial Technology: Delivering research and deal execution for tech-enabled industrial applications

Key Responsibilities

• Support execution of M&A, recapitalizations, and capital raises (debt and equity) transactions within Business Services and Transportation & Logistics
• Assist in managing client relationships and delivering financial solutions
• Build and manage detailed financial models, valuation analyses, and presentations
• Prepare confidential information memoranda, management presentations, and marketing materials
• Support due diligence processes and coordinate with deal teams
• Mentor and guide Analysts, providing feedback and training
• Contribute to business development efforts, including pitch preparation and identifying new client opportunities across Business Services and Transportation & Logistics
• Build sector expertise and represent the firm at industry events and client meetings

Ideal Candidate Profile

• Currently at the Associate 2 or Associate 3 level with a proven transaction execution track record
• Business Services and/or Transportation & Logistics sector experience strongly preferred, with a demonstrated deal track record (strong preference for closed deals)
• Client Skills: able to win clients' confidence, anticipate and deliver on their needs, and build strong, long-term relationships
• Time Management: able to organize and prioritize multiple tasks, meet deadlines, manage expectations, and use firm resources efficiently
• Teamwork: works well within project teams, respectful of all levels of seniority, willing to train and mentor others
• Work Ethic and Attitude: dedicated, willing to take on added responsibility, strives for excellence under pressure
• Personal Characteristics: professional, intellectually curious, takes ownership of wins and losses, knows when to ask for help
• Strong written and verbal communication skills
• Solid analytical and problem-solving ability
• Strong interpersonal skills and collaborative style

Required Qualifications

• Bachelor's degree required (MBA a plus)
• Investment banking experience with a Business Services and/or Transportation & Logistics M&A track record
• FINRA licenses required: SIE, Series 79, Series 63
• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

What Our Client Offers

• Highly competitive compensation, including base salary and discretionary bonus (commensurate with experience)
• Health, dental, vision, and prescription insurance
• Total health and wellness programs, flexible spending accounts
• Tuition and certification assistance programs
• Paid time off and additional benefits

Location: New York, Baltimore, or Chicago (in-office position)

Work Authorization: H-1B transfers considered on a case-by-case basis.

Timeline: Applications accepted until the position is filled.

About Our Client

Our client is a full-service investment bank with a 125+ year history, offering securities brokerage, trading, research, underwriting, and corporate advisory services globally. Their expertise spans sectors and products across both public and private markets, driven by relationships rather than transactions, with a focus on earning long-term client trust.

Their investment banking division provides a broad range of industry-leading services, including M&A advisory, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. With more than 600 bankers across the platform, they deliver solutions tailored to clients' evolving needs.

Our client fosters an entrepreneurial environment that rewards collaboration and hard work, and is committed to engaging talented candidates from all backgrounds who want to expand their skills and pursue ambitious goals.