Investment Banking Associate
About The Position
Lakeside HR Group has been engaged by our client, a highly stable and well-established investment firm, to recruit for an Investment Banking Associate to join their team. This firm offers a unique opportunity to be part of a small, tenured team of professionals, with exceptional employee retention and a collaborative, relationship-driven culture. This role is open due to a planned transition, creating an immediate opportunity for a motivated professional to step into an active deal environment. The Associate will play a key role in transaction execution, financial analysis, and supporting senior team members in a hands-on, high-impact setting. This is an ideal opportunity for someone looking to build long-term growth within a close-knit, high-performing firm.
Requirements
- Background in transaction advisory, investment banking, private equity, or similar deal-based environments
- Experience with firms such as Baker Tilly, RSM, Eide Bailly, or similar (TAS), or prior experience as an Analyst within an investment bank or private equity firm
- Strong financial modeling and foundational accounting knowledge
- Demonstrated critical thinking and ability to operate in a less structured, evolving environment
- High emotional intelligence and ability to integrate into a collaborative, team-oriented culture
- Long-term mindset with an understanding of performance-based and transaction-driven compensation structures
- Strong communication and organizational skills
Responsibilities
- Support execution of middle-market transactions across various industries
- Build and maintain financial models, including valuation and scenario analysis
- Conduct financial and operational due diligence
- Prepare client-ready materials, including presentations and transaction documentation
- Collaborate closely with senior team members on active deal processes
- Contribute to research and analysis to support client engagements
- Participate in daily in-office team cadence, including an 8 a.m. team meeting
Benefits
- Medical (Medica) and dental (Delta Dental) coverage, with 75% of employee-only premiums covered
- 401(k) safe harbor plan with profit sharing
- Bonus pool eligibility tied to firm and deal performance
- Transaction fee participation (5% at the associate level)
- Highly stable, low-turnover work environment with long-tenured team members
- Relationship-oriented, family-feel culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
