What are the responsibilities and job description for the Investment Banking Associate – Equiturn position at Equiturn?
Locations:
Brickell, Miami, FL – On-Site Only
New York, NY – On-Site Only
About Equiturn
Equiturn Holdings, Inc. is a premier, sector-agnostic investment bank specializing in highly complex, strategic advisory, capital markets solutions, and bespoke wealth management. Our expertise spans M&A, capital raising, restructurings, and financial advisory, serving UHNWI, financial institutions, and global enterprises with tailored, high-impact solutions.
About This Role
As an Investment Banking Associate, you will play a critical role in executing live transactions, structuring complex financial solutions, and driving strategic initiatives across a diverse range of industries. Associates at Equiturn operate in a high-performance, analytically rigorous environment, working directly with senior leadership to develop sophisticated financial models, craft investment theses, and engage with key decision-makers in high-profile transactions.
This role requires exceptional financial acumen, deep market insight, and the ability to navigate fast-paced deal environments with precision. Associates are expected to take on significant responsibility from day one, demonstrating the technical expertise and strategic thinking necessary to advise clients at the highest levels of global finance.
Key Responsibilities
- Design, manage, and deliver complex financial models, including valuation analysis, forecast and buyout models in support of M&A transactions, capital raises, and restructuring mandates.
- Lead the development and drafting of Pitch Decks, Confidential Information Memoranda (CIM), offering memorandums, and other key transaction documentation.
- Manage transaction processes, serving as the primary point of contact for internal teams and external counterparties for M&A, capital raising, and restructuring transactions.
- Contribute to the preparation of fairness opinions, valuation reports, and other advisory deliverables.
- Conduct research on relevant market trends, industries, and potential opportunities to support strategic advisory services.
Qualifications
Education/Licenses:
- Undergraduate degree in Finance, Economics, Business, Accounting, or a related field, with a strong academic record.
- Minimum of a Series 7 license required; Series 79 license is preferred.
Technical Skills:
- Proficiency in Excel, financial modeling, valuation techniques, PitchBook, and Bloomberg Terminal Familiarity with other investment banking data services such as CapitalIQ is a plus.
Experience:
- 1 years of experience working in an investment banking firm, with exposure to M&A, capital raises, restructurings, and general advisory services
- Strong quantitative and analytical skills, including financial modeling, valuation, and understanding of accounting principles.
- Strong communication skills, both written and verbal.
- Ability to manage workstreams and collaborate effectively in a fast-paced environment.
- Ability to thrive in a demanding, high-stakes setting while maintaining attention to detail.
- A self-starter with the ability to work in teams, take initiative, and drive their career forward in investment banking.
How to Apply
Submit your resume and cover letter via LinkedIn. In your cover letter, detail your academic achievements, previous experience in finance, and explain your interest and why you are suited for this role.
