Senior Associate, Investment Banking

Sharp FinancialHorsham, PA

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Role Overview

About Sharp’s Investment Banking Practice

Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. We deliver holistic, high-touch solutions that support business owners through every stage of growth and transition. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.

Key Responsibilities

Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses.
Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses.
Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination.
Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning.
Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events.
Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries.
Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication.
Collaborate across Sharp’s integrated platform to ensure seamless execution and value creation for clients.
Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
3+ years of experience in investment banking required.
Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel.
Experience supporting live deal execution across multiple workstreams.
Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders.
Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment.
Collaborative, client-focused mindset aligned with Sharp’s core values.

Benefits

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work From Home
Free Food & Snacks
Wellness Resources
Summer Fridays

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FAQs About Senior Associate, Investment Banking Jobs at Sharp Financial

What is the work location for this position at Sharp Financial?

This job at Sharp Financial is located in Horsham, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Sharp Financial?

Employer has not shared pay details for this role.

What employment applies to this position at Sharp Financial?

Sharp Financial lists this role as a Full-time position.

What experience level is required for this role at Sharp Financial?

Sharp Financial is looking for a candidate with "Senior-level" experience level.

Does Sharp Financial allow remote work for this role?

Yes, this position at Sharp Financial supports remote work, giving candidates the flexibility to work outside the primary office location.

What benefits are offered by Sharp Financial for this role?

Sharp Financial offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, and Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Sharp Financial?

You can apply for this role at Sharp Financial either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.