M&A Associate

StoneX Group • New York, NY

69d • $120,000 - $125,000

About The Position

This role exists to drive the successful execution of M&A transactions by providing strategic financial analysis, project leadership, and client support throughout the deal lifecycle. It plays a critical part in enabling the firm to deliver high-impact advisory services, deepen client relationships, and identify new business opportunities in a competitive investment banking environment. This role can be based in any of our US offices.

Requirements

• 3 years of investment banking experience.
• Deep experience working on M&A transactions (execution, financial modeling, due diligence).
• Proven track record of handling complex projects with minimal oversight.
• Expert-level Excel and PowerPoint skills.
• Strong knowledge of financial modeling, valuation methodologies, and deal structuring.
• Highly proficient in creating and reviewing transaction documents.
• Excellent communication and presentation skills.
• Strong time management, leadership, and organizational abilities.
• Bachelor's degree in Finance, Accounting, Economics, or a related field (required).
• Series 79 and 63 (required in the U.S. under FINRA).

Nice To Haves

• CFA (not required, but may be seen as a plus).
• MBA (not required, but may be seen as a plus).

Responsibilities

• Lead day-to-day execution of M&A transactions (both buy-side and sell-side).
• Build and oversee complex financial models (DCF, LBO, merger models, accretion/dilution).
• Draft and review pitch materials, Confidential Information Memoranda (CIMs), management presentations, and board materials.
• Coordinate due diligence processes across internal and external stakeholders (lawyers, accountants, consultants).
• Manage analysts and oversee their output-ensure accuracy and timeliness.
• Serve as the primary point of contact for internal deal teams.
• Help manage timelines and workflow across multiple live deals and pitches.
• Support MDs in preparing for and participating in client meetings.
• Occasionally interact directly with clients, especially during deal execution.
• Help prepare pitch books and support MDs in developing new business.
• Perform industry and company research to identify potential deal opportunities.

Benefits

• Hiring Salary Range $120,000 - $125,000.
• Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.
• This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees