Yellow Cardinal M&A - Investment Banking Associate

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

• Lead financial modeling, valuation analyses, and transaction scenario planning.
• Manage the preparation of confidential information memoranda (CIMs), buyer lists, and presentations.
• Oversee analysts’ work, ensuring accuracy and clarity in deliverables.
• Coordinate due diligence processes with clients, buyers, and advisors.
• Assist in negotiations by providing financial insights and transaction structures.
• Build relationships with clients and support business development activities.
• Provide mentorship and training to junior team members.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–6 years of relevant experience
• Advanced proficiency in corporate finance, investment banking practices, and valuation.
• Strong project management skills with ability to manage multiple work streams.
• Effective client-facing communication and presentation skills.
• Ability to synthesize financial and market data into actionable recommendations.

• Series 79 and 63 licenses

• Manages execution of client projects with moderate independence.
• Acts as a bridge between analysts and senior consultants/partners.

• Provides recommendations on transaction structures and strategies.
• Exercises judgment in managing client deliverables and workflow.

• Mentorship of analysts

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional travel to client sites.

We are an E-Verify Employer.

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our .

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.