Echo Search Group – Financial Services team is exclusively partnered with an advisory-focused investment bank serving middle-market companies. The firm is known for its collaborative culture, deep industry expertise, and differentiated, client‑centric approach to M&A and capital raising transactions. Teams work closely together to design tailored strategies that maximize outcomes for clients across a variety of market environments. Position Overview The firm is seeking an Associate to support the execution of M&A and capital markets transactions. This role offers significant responsibility across all phases of the deal lifecycle, including financial analysis, client interaction, and transaction execution. Key Responsibilities Support day‑to‑day execution of live transactions Oversee and mentor analysts, managing workflow and development Build and review complex financial models and valuation analyses Prepare client‑facing materials, including presentations and offering memoranda Participate in due diligence processes and coordinate with internal and external stakeholders Conduct in‑depth company, industry, and market research Assist senior bankers with business development efforts, including pitch materials and target analysis Engage with clients, investors, and counterparties throughout transaction processes Qualifications 3–5 years of investment banking experience (middle‑market preferred) Strong financial modeling and accounting skills Experience managing or mentoring junior team members Excellent analytical, quantitative, and problem‑solving abilities Strong written and verbal communication skills Proven ability to manage multiple workstreams in a fast‑paced environment M&A and/or capital raising transaction experience Bachelor’s degree in Finance, Accounting, or related field #J-18808-Ljbffr
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