Associate, Investment Banking

Mariner

10d

About The Position

The Mariner Investment Banking team provides strategic financial advisory services to businesses across a range of industries, supporting clients through complex transactions such as mergers and acquisitions, capital raises, and strategic restructuring. The team combines deep market expertise with a client-focused approach to deliver tailored solutions that align with each client’s long-term goals. Leveraging strong industry relationships and rigorous analysis, they help clients navigate dynamic market conditions and maximize value. Their collaborative model integrates insights across Mariner’s broader platform to deliver comprehensive, high-impact outcomes. This role is focused on driving business development efforts for sell-side transactions by identifying, engaging, and cultivating relationships with prospective buyers. The individual analyzes seller data and aligns it with buyer priorities to facilitate targeted outreach and meaningful conversations that generate qualified interest. Working closely with deal teams, they position each opportunity effectively in the market, proactively managing buyer interactions and maintaining momentum throughout the marketing process. The ultimate objective is to convert engagement into high-quality indications of interest and offers that can be advanced to the execution and closing team.

Requirements

Bachelor’s degree in finance or accounting
Minimum 3 years in financial services sales environment
FINRA Licenses, SEI, Series 63 & 82
Excellent written and verbal communication
Strong client centric orientation
Excellent ability to build relationships and foster trust
Expert level of proficiency in Excel
Effective organizational and time management skills
Strong critical thinking and problem-solving skills

Responsibilities

Participate in pre-market and internal deal kickoff calls to develop a comprehensive understanding of the seller’s business, value drivers, risks, and positioning.
Lead proactive buyer outreach and engagement, building and maintaining relationships with strategic buyers, private equity firms, and other relevant capital sources.
Communicate the deal narrative effectively by presenting CIMs, addressing buyer questions, and sustaining engagement throughout the marketing phase.
Qualify and manage buyer interest by assessing strategic fit, credibility, and execution capability, while driving follow-ups to advance indications of interest and preliminary offers.
Facilitate meaningful relationships with prospective buyers to generate competitive, high-quality offers for the closing team.
Analyze buyer information and synthesize feedback, interest levels, and concerns into clear commercial and technical insights for senior bankers and closers.
Serve as a central coordination point between buyers and the deal execution team, ensuring consistent messaging, disciplined process management, and continuity of relationships.