Current jobs related to Associate, Investment Banking - Boston - G2 Capital Advisors

  • Corporate Associate

    2 weeks ago


    Boston, Massachusetts, United States Gillard Associates Full time

    Job OverviewWe are seeking a highly skilled Corporate Associate to join our team at Gillard Associates in New York or Boston. As a key member of our corporate M&A practice, you will be responsible for providing expert legal services to our clients in the private equity and investment banking sectors.Key Responsibilities:Assist in the execution of complex...


  • Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewThe role of Investment Banking Associate at Stifel Financial Corp involves working on a variety of investment projects and transactions in collaboration with senior bankers. This position is critical as it encompasses project management responsibilities.Key ResponsibilitiesEngage in multiple investment initiatives and transactions.Support...


  • Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewInvestment Banking Associate at Stifel Financial Corp.This role involves collaborating on various investment projects and transactions while working closely with senior bankers. You will play a critical role as the project manager, ensuring smooth execution and delivery of financial services.QualificationsA bachelor's degree or foreign...


  • Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewThe role of the Investment Banking Associate involves engaging in various investment projects and transactions while collaborating closely with senior bankers. This position is critical as it encompasses responsibilities akin to project management.QualificationsCandidates are required to possess a bachelor’s degree or its foreign...


  • Boston, Massachusetts, United States Stifel Financial Corp Full time

    Position OverviewInvestment Banking Associate at Stifel Financial Corp.This role involves collaborating on various investment initiatives and transactions while working closely with senior bankers. You will play a crucial role as the project manager, ensuring that all aspects of the projects are executed efficiently.QualificationsThe ideal candidate will...


  • Boston, United States Citizens Bank Full time

    Investment Banking Associate, Corporate Finance, Transportation & Logistics Commercial Banking Boston, Massachusetts

  • Investment Advisor

    2 weeks ago


    boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...

  • Investment Advisor

    2 weeks ago


    boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...

  • Investment Advisor

    2 weeks ago


    Boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...


  • Boston, Massachusetts, United States Citizens Bank Full time

    **About the Role**We are seeking a highly skilled Investment Banking Associate to join our Corporate Finance team at Citizens Bank. As a key member of our team, you will be responsible for providing financial analysis and advice to clients in the Transportation and Logistics industry.Key Responsibilities:Conduct financial modeling and analysis to support...

  • Investment Associate

    4 weeks ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Devonshire InvestorsInvestment Associate\u00A0- Venture Capital Investment Team About the RoleThe Investment Associate will join Devonshire s growing Venture Capital investment team. Devonshire s Venture Capital platform invests in technology and life sciences companies in the United States, Europe and Asia.The team is seeking a highly...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Devonshire InvestorsInvestment Associate\u00A0- Venture Capital Investment Team About the RoleThe Investment Associate will join Devonshire s growing Venture Capital investment team. Devonshire s Venture Capital platform invests in technology and life sciences companies in the United States, Europe and Asia.The team is seeking a highly...


  • Boston, Massachusetts, United States TM Capital Corp Full time

    About the RoleWe are seeking a highly motivated and analytical individual to join our team as a Senior Investment Banking Financial Analyst. As a key member of our banking team, you will be responsible for conducting extensive industry research and analyzing markets and major industry players to draw insights regarding trends, profit drivers, competitive...


  • Boston, United States TM Capital Corp Full time

    Job DescriptionJob DescriptionJob Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive...


  • Boston, United States TM Capital Corp Full time

    Job Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth...

  • Investment Advisor

    2 months ago


    Boston, United States Birch Hill Investment Advisors LLC Full time

    Title                      Investment Operations AssociateStatus                   Full TimePosting Date       August 1, 2024DescriptionBirch Hill Investment Advisors is a registered investment advisory (RIA) firm in downtown Boston, MA, with more than $2.6 billion in assets under management. Birch Hill’s...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...


  • Boston, United States Sacred Heart University Full time

    Shea & Company 2025 Investment Banking Analyst We’re looking to add highly motivated and resourceful junior bankers to our team in helping lead our transaction execution and marketing efforts. Shea & Company’s Analysts are key members of the team who have significant client-facing responsibilities and are involved in all aspects of deal execution across...


  • Boston, United States Citizens Financial Group, Inc. Full time

    Start Date: June 2025 Citizens Bank is seeking Investment Banking Analysts to join the Capital Markets & Advisory (CM&A) team. Analysts work closely with the teams junior and senior professionals preparing, analyzing, and executing investment bank Analyst, Capital Markets, Banking, Investment, Transaction


  • Boston, United States Piper Sandler Full time

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a high-performing team. Our business enables bright, committed people working in partnership within an environment that...

Associate, Investment Banking

3 months ago


Boston, United States G2 Capital Advisors Full time

**About G2**

**About the Role**

**Location**:Boston, MA or San Francisco, CA office locations
**Workplace Model**: At the time of this posting, G2 currently operates in a hybrid model with 3 days required in the office. These in-office requirements may be adjusted based on the needs of the business.

**Essential Job Responsibilities**

The below responsibilities are not designed to cover a comprehensive listing of responsibilities that are required of the employee. Please note that the responsibilities of the role may change, or new ones may be assigned at any time with or without notice based on business needs.
- Assist G2’s M&A transactions teams in the build-out of comprehensive strategic company market landscapes for M&A-focused mandates, incorporating a strong ability to understand at a high-level a strategy, market position, industry value chain, operating, and financial characteristics required for mandate execution
- Support industry and company diligence for G2’s M&A, financing, restructuring, and marketing needs; provide comparable research to teams that is clean, error-free and client-ready
- Prepare financial models (LBO, DCF, etc.) for G2 clients across industries and sectors to support mandate processes
- Analyze financial data to build financial models, review direct equity investment and M&A transactions
- Synthesize and articulate inputs required for the investment thesis
- Collaborate in the development of marketing collateral for G2 mandates including sale processes, financings, assessments, and deal pitches
- Maintain G2 transaction lists for key sectors
- Compose and deliver quarterly sector research reports for external distribution
- Exhibit grace under pressure when working with extreme deadlines
- Work cooperatively with team members toward a shared goal
- Be available to provide timely communication to internal and external stakeholders on engagements as and when required
- Independently manage competing timelines and priorities accordingly on engagements

**Skills and Experience We Look For**
- 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
- Financial modeling and analytical skills, including knowledge of financial accounting
- Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
- Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models
- Intellectually curious about understanding how things work; applies the right analysis to get the desired information to achieve results
- Strong work ethic with an enthusiastic, proactive, self-motivated positive attitude
- Exceptional business acumen including listening, written, and oral communication skills with a strong demonstrated ability to manage-up and across with various stakeholders
- Ability to work in key client-facing roles and develop healthy, productive relationships with clients and prospective clients over the course of the origination and engagement process
- Deep knowledge of Microsoft Office especially Excel and PPT

All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

California applicants: The base salary range for this position is $110,000 - $115,000. Consistent with applicable California law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position. This base salary represents the estimated minimum and maximum for this position at the current time of this posting. An employee may also be eligible for a bonus to be paid quarterly based on individual performance.

Background Check Identity/Credit/Education