Job Description

About the Opportunity

ProspectBlue has partnered with a leading independent investment bank headquartered in Richmond, VA, to identify an experienced Investment Banking Associate to join their Advisory team. This firm provides M&A and financial advisory services to privately held, private-equity-backed, and publicly traded companies across a wide range of industries.

This is an excellent opportunity for a high-performing finance professional to join a collaborative, fast-paced environment where you’ll play a key role in executing transactions, leading financial analysis, and supporting client engagements from start to finish.

Key Responsibilities

• Conduct detailed financial modeling, valuation, and deal structure analysis.

• Draft and edit transaction marketing materials, including pitch books, confidential information memoranda (CIMs), and management presentations.

• Research and evaluate potential strategic and financial buyers.

• Manage diligence processes including data room organization, third-party coordination, and document review.

• Support client interactions, including buyer communications, management meetings, and presentation preparation.

• Provide mentorship and guidance to analyst-level team members and assist in managing team workflow.

Qualifications

• 2–5 years of experience in investment banking or a related financial advisory role.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Proven proficiency in financial modeling, valuation, and transaction analysis.

• Exceptional analytical, quantitative, and written communication skills.

• Strong working knowledge of Microsoft Excel, PowerPoint, and Word.

• Highly motivated, detail-oriented, and comfortable working in a dynamic, transaction-driven environment.

• FINRA licensing preferred (or willingness to obtain within six months).

• CFA or CPA designation is a plus.