Vertical Careers, Inc.

Investment Analyst | Associate - M&A [Merger & Acquisitions] for large publicly traded Financial Services Firm

Vertical Careers, Inc. - New York, NY

Investment Banking, M&A, Analyst / Associate

Job Overview

Our client is more than a financial services firm, their solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. They are seeking an up & coming Investment Banking Analyst/Associate for their Mergers & Acquisitions | M&A Group.

The M&A Group advises both corporate and financial clients on strategic transactions. The team originates and executes M&A transactions across various industries and coordinates deal execution with industry groups and capital markets teams on a global basis. The Americas M&A group is a leader in the industry, advising on some of the most high profile transactions.

The Technology M&A Group advises both corporate and financial clients on strategic transactions. The team originates and executes M&A transactions across various technology verticals and coordinates deal execution with the Technology industry group and capital markets teams on a global basis.

Job Description

As an Analyst you will:

  • Work closely with Associates and VP’s to build financial models and prepare presentation materials / other deliverables for investment banking clients
  • Play a key role supporting origination, evaluating opportunities and executing deals, working on a broad scope of assignments and products across multiple sectors
  • Serve as a key resource working closely with Associates, VP’s and RMs to create client deliverables and meet ad-hoc client requests
  • Prepare client presentations and final work products
  • Perform industry and company research to support business development and on an ad-hoc basis
  • Assist in coordinating information flow and execution with product groups

As an Associate you will:

  • Help the team to deliver solutions that bring to bear the full breadth of the bank's capabilities and its competitive advantages as a top tier bank
  • Take ownership of valuation analysis by guiding and supervising Analysts, which will lead you to develop expertise in the financial and analytical practices
  • Structure, prepare and deliver client presentations
  • Actively participate in executing transactions and work to expand your level of client interaction and responsibilities on transactions
  • Manage and mentor junior professionals in the context of deal executions, marketing pitches and general career development
  • Work closely with the Regional MDs, senior clients, lawyers and representatives from other investment banks


  • 1 year (Analyst) / 2-3 years (Associate) of Investment Banking experience at a top-tier firm
  • Bachelors degree required
  • Strong quantitative/analytical skills
  • Professional maturity and experience to interact with senior bankers
  • Demonstrated strategic and creative thinking and distinguished communication skills
  • Ability to manage several projects at once and work effectively as an individual and as part of a team

Posted On: Wednesday, September 8, 2021
Compensation: up to $200K or more DOE

Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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