Investment Banking Associate - M&A Job at Oaklands Global Financial Services Recruitment, Charlotte, NC

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  • Oaklands Global Financial Services Recruitment
  • Charlotte, NC

Job Description

Oaklands Global is proud to partner with a prestigious global investment bank that is rapidly expanding its Technology M&A group. With a global presence and an impressive trajectory of growth driven by the acquisition of several advisory firms, this bank continues to cement its reputation as a leading investment bank.

We are seeking a Senior Associate with a proven track record of closed M&A deals and prior experience. The ideal candidate will thrive in a fast-paced, entrepreneurial environment and bring both technical strength and strategic insight to the table.

This firm’s global reach and cross-border capabilities, coupled with its idea-driven, client-first approach, position it to deliver innovative solutions and unlock value across markets.

Key Responsibilities

  • Partner with senior bankers to identify and evaluate potential acquisition targets, including drafting LOIs
  • Conduct advanced valuation, financial modeling, pricing analysis, and due diligence
  • Participate in client and target meetings, as well as discussions with other deal advisors
  • Manage end-to-end transaction execution, including capital raising and advisory mandates
  • Create high-impact materials such as pitch books, Confidential Information Memorandums, and marketing presentations
  • Contribute to client development initiatives and support ongoing marketing efforts

Requirements

  • 3+ years of M&A experience, with a strong emphasis on Technology sector transactions
  • Bachelor's or MBA degree in Finance, Accounting, Economics, or related discipline from a top-tier university
  • Demonstrated success in leading and managing complex deal processes
  • Highly organized with strong execution, time management, and multitasking abilities
  • Collaborative team player with a proactive mindset and competitive drive
  • Outstanding written and verbal communication skills, with comfort presenting to senior stakeholders
  • Sharp analytical thinker with strong problem-solving and decision-making skills
  • Advanced proficiency in Excel and PowerPoint
  • FINRA Series 63 and 79 licenses required

Why work with Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

If the above opportunity is of interest to you, please apply today to Jason Fontanarosa in confidence.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.

Oaklands Global is acting as an Employment Agency in relation to this vacancy.

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