Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A)

Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A) Job Category: Advisory - Merger & Acquisition PKF Investment Banking ( is seeking an Analyst or Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur‑minded firm supported by a top‑tier private equity‑backed accounting and advisory platform. Successful candidates for this position will have the ability to make a tangible impact from the onset and contribute to building a leading middle‑market M&A advisory firm. As an Analyst / Associate at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle‑market sell‑side and buy‑side M&A transactions for a diverse group of industries. We are focused on providing the highest level of M&A advisory services to privately held family‑ and founder‑owned companies with revenue between $15 million and $350 million. Primary Responsibilities Assist in the preparation of financial and valuation models and other key financial analyses Support the preparation of client presentations, pitch materials, and other marketing documents Conduct industry research to identify key trends, potential buyers, and acquisition targets Facilitate due diligence processes, coordinating with internal teams, other advisors, and clients Coordinate and manage various aspects of deal execution from origination to closure Assist senior bankers in their business development efforts and support all aspects of the transaction process Ensure the timely and accurate completion of deliverables, adhering to internal and client deadlines Required Skills and Experience Effective communication skills – both written and verbal – and ability to develop relationships Excellent analytical and problem‑solving skills as well as financial modeling experience Strong attention to detail Ability to work in a high‑pressure environment and handle multiple priorities simultaneously Ability to work independently and as part of a team Qualifications Must be able to work in the office a minimum of 3 days per week. 4‑year degree in Finance, Economics, Accounting or MBA from a top‑tier business school Minimum of two years of Investment Banking or Transaction Advisory Services work experience (no exceptions) Series 63 and 79 licenses Willingness and ability to travel as needed The annual compensation range for this role is $75,000 to $140,000. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs. Benefits include: Medical, Dental, and Vision plans Basic Life, AD&D, and Voluntary Life Insurance 401(k) plan and Profit‑Sharing program Flexible Spending & Health Saving accounts Employee Assistance, Wellness, and Work‑life programs Inclusive Parental Leave Benefits Generous Paid Time Off (PTO) Paid Firm Holidays Community & Volunteering programs Recognition & Rewards programs Training & Certification programs Discretionary Performance Bonus Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law. #J-18808-Ljbffr