Job Description

Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry.

Their approach emphasizes true partnership—pooling knowledge across industries, service lines, and geographies to deliver superior outcomes for clients. They believe in unlocking value not just in businesses, but in their people, creating an environment where talented professionals can do their best work while growing their careers.

About the Transportation & Logistics Group

Led by senior professionals with deep transactional experience, our client's Transportation & Logistics Group serves as trusted advisors to investors and company leaders worldwide. Clients count on them to understand the transportation and logistics landscape and help turn ambitious goals into reality through M&A and private capital advisory services.

Why This Opportunity Stands Out

This is an opportunity to join a firm that is ambitious in its goals and steadfast in the belief that clients deserve nothing less than their very best. They invest in world-class, team-oriented individuals who are smart, driven, and principled—professionals who are eager to be part of something bigger than themselves.

From day one, you'll have meaningful impact with high levels of exposure to clients and senior bankers who will value your ideas and unique perspective. You'll work in a collaborative environment where excellence is the standard, mentorship is embedded in the culture, and your professional development is a genuine priority. This is a place where hard work is rewarded, where you'll be challenged to find new and better ways, and where you'll inspire those around you to outperform every time.

The Role

Our client seeks an Experienced Associate to join their Transportation & Logistics Group in Richmond, VA. As an Associate, you will play a central role in driving deal execution forward, partnering closely with Analysts while maintaining meaningful exposure to senior bankers and clients.

This position offers substantial responsibility from day one. You will lead analytical workstreams, oversee junior team members, and contribute directly to live deal execution and new business development. The role demands both strong quantitative skills and the ability to translate complex analysis into compelling, market-ready insights.

Please note: Our client will not provide sponsorship for employment visas or participate in STEM OPT for this position. Candidates must have current authorization to work in the United States.

Key Responsibilities

Transaction Leadership & Execution

• Drive analytical workstreams in support of live M&A deal execution
• Perform and synthesize complex financial modeling and valuation analyses
• Identify trends in data and maturely articulate their impact to internal and external stakeholders
• Manage client communications and contribute to deliverables in partnership with senior bankers

Team Development & Collaboration

• Oversee and partner with Analysts, balancing delegation with a collaborative approach
• Ensure effective use of junior banker time while maintaining high standards of work product
• Deliver real-time performance feedback to Analysts
• Lead by example through delivering accurate, thoughtful work product

Business Development & Firm Contribution

• Support new business development efforts and contribute to pitch materials
• Participate in recruiting, junior banker training programs, and summer internship initiatives
• Engage in firm-wide marketing, diversity, and community outreach efforts

Required Qualifications

• 2+ years of experience in investment banking, corporate finance, or private equity
• 1+ year as a sell-side M&A Associate strongly preferred
• Proven ability to manage complex financial analyses and valuation methodologies
• Strong project management and communication skills, both written and verbal
• Bachelor's degree required; advanced degree preferred
• Willingness to travel up to 20% of the time
• Must obtain FINRA licensing (SIE Exam, Series 79, and Series 63) within 90 days of hire

What Defines Success in This Role

Our client's top-performing Associates demonstrate:

• Execution Excellence: Meticulous attention to detail in all deliverables while maintaining focus on overall deal strategy and client objectives
• Ownership & Responsiveness: Proactively clarifying deadlines, staying aligned with the team, and working ahead rather than waiting for direction
• People Development Mindset: Commitment to partnering effectively with Analysts and viewing every interaction as a teaching opportunity
• Collaborative Spirit: Ability to share ideas and credit generously while maintaining team morale during demanding periods
• Intellectual Curiosity: Approaching every challenge with a desire to learn, grow, and find creative solutions

Compensation & Benefits

• Performance-based bonus eligibility tied to company, business unit, and individual performance
• Comprehensive benefits package including medical, dental, vision, 401(k) matching, and pension plan
• Generous paid time off including vacation, holidays, and parental leave
• Customized training program tailored to your background and experience
• Formal mentorship program pairing you with a senior banker
• Professional development resources and ongoing learning opportunities

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