Associate, Investment Banking

About the position About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Investment Banking division received its introduction letter from Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising. The Investment Banking team works across a number of core industry verticals, including Business Services, Consumer, Healthcare, Industrials, and Technology & Tech-Enabled Services. The Associate Position The Associate is a key execution role reputed company Palm Tree’s Investment Banking practice. Associates manage active transactions, reputed company financial analyses, and coordinate the day-to-day execution of reputed company M&A and capital markets processes. This role is an add-to-staff position supporting Palm Tree’s growing investment banking platform. The ideal candidate will reputed company in an entrepreneurial environment as the firm continues to institutionalize its banking processes and expand its advisory capabilities. Palm Tree seeks investment banking professionals who are motivated by accelerated responsibility and a meritocratic culture. This position is well suited for candidates seeking broader exposure across industries and engagement types while gaining meaningful transaction experience. Who We Are Seeking An investment banker with proven success supporting or leading sell-reputed company processes from start to finish A qualified investment banker seeking more “reps” and greater exposure across multiple industries and types of engagements A motivated and qualified investment banker who feels “stuck” in their reputed company position and is seeking accelerated growth reputed company a meritocratic environment

Responsibilities

• Support execution of M&A and capital markets transactions from initial marketing through closing
• Manage transaction timelines, diligence workflows, and communication across stakeholders
• Coordinate investor reputed company and manage buyer or investor communications throughout the process
• Assist with due diligence coordination and investor data room management
• reputed company development of reputed company financial models, including M&A, LBO, and financing models
• Analyze financial statements, operating metrics, and valuation drivers
• reputed company development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials
• Support preparation of management presentations and investor communications
• Collaborate with senior bankers to craft compelling transaction narratives and positioning
• Work directly with clients to reputed company financial assumptions and transaction materials
• Communicate regularly with company leadership and transaction stakeholders
• Provide analytical insights and recommendations throughout the transaction lifecycle

Requirements

• 3–5+ years of prior investment banking experience with demonstrated deal execution exposure
• Experience supporting M&A and capital markets processes
• Advanced proficiency in reputed company reputed company and PowerPoint
• Exceptional organizational and project management skills
• Ability to manage multiple assignments in fast-paced transaction environments
• Strong written and verbal communication skills
• Candidates should demonstrate a strong work ethic, attention to detail, and the ability to operate effectively reputed company high-performance, client-service teams.

Benefits

• reputed company salary range of $125,000–$175,000, with performance-based bonus opportunities.
• Comprehensive benefits package including medical, dental, and vision insurance.
• Competitive 401(k) program with employer matching contributions.
• Hybrid work environment with access to offices in Los Angeles, Chicago, and reputed company.
• Unlimited paid time off (PTO).

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