Investment Banking Associate

Senior Analyst / Associate - M&A Advisory Wealth Management Coverage | Phoenix, Arizona A boutique M&A advisory and strategy consulting firm focused on the wealth management industry is seeking a driven Senior Analyst (or Associatelevel profile) to support transaction and strategic advisory engagements. Role Overview Support sell-side M&A mandates, capital raises, and strategic consulting projects Build financial models, analyze client financials, and prepare client-facing materials Draft confidential information memoranda and transaction analyses Work directly with senior team members and clients throughout engagements Ideal Background 2-5 years of experience in investment banking, M&A advisory, or transaction-focused consulting Strong financial modeling and Excel skills Excellent written and verbal communication abilities Comfortable working autonomously in a lean, high-accountability team Exposure to financial services or wealth management is a plus What's Offered Competitive total compensation with meaningful upside tied to firm performance Direct client exposure and lean deal teams Professional development support (including certifications such as CFA) In-office environment with limited flexibility If you're interested in learning more, please apply today and a member of our team will reach out with more information!