ProspectBlue
Investment Banking Associate (Richmond)
ProspectBlue, Richmond, Virginia, United States, 23214
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 youll 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 25 years
of experience in investment banking or a related financial advisory role. Bachelors 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.
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 youll 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 25 years
of experience in investment banking or a related financial advisory role. Bachelors 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.