Investment Banking Associate

4 weeks ago


Richmond VA, United States ProspectBlue Full time

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.



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