Investment Banking Analyst​/Associate, Mergers & Acquisitions; M&A

Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A)

Job Category: Advisory - Merger & Acquisition

Requisition Number: INVES
004305

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• Posted :
  January 2, 2026
• Full-Time

Location: NYC Office
245 Park Avenue
12th Floor
New York, NY 10167, USA

Location: Stamford CT Office
3001 Summer Street
5th Floor
Stamford, CT 06905, USA

Location: Cranford NJ Office
20 Commerce Drive
Suite 301
Cranford, NJ 07016, USA

rePKF Investment Banking ( ) is seeking an Analyst or Associate to join our rapidly growing M&A advisory practice. This is a unique opportunity to be part of an entrepreneur-minded firm which is supported by a top-tier private equity-backed accounting and advisory platform. Successful candidates for this position have the ability to make a tangible impact from the onset and contribute to building a leading middle-market M&A advisory firm.

As an Analyst / Associate at PKF Investment Banking, you will assume significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions for a diverse group of industries.

At PKF Investment Banking, we are focused on providing the highest level of M&A advisory services to privately held family- and founder-owned companies with revenue between $15 million and $350 million.

Primary Responsibilities:

• Assist in the preparation of financial and valuation models and other key financial analyses
• Support the preparation of client presentations, pitch materials, and other marketing documents
• Conduct industry research to identify key trends, potential buyers, and acquisition targets
• Facilitate due diligence processes, coordinating with internal teams, other advisors, and clients
• Coordinate and manage various aspects of deal execution from origination to closure
• Assist senior bankers in their business development efforts and support all aspects of the transaction process
• Ensure the timely and accurate completion of deliverables, adhering to internal and client deadlines

Required

Skills and Experience:

• Effective communication skills – both written and verbal – and ability to develop relationships
• Excellent analytical and problem-solving skills as well as financial modeling experience
• Strong attention to detail
• Ability to work in a high-pressure environment and handle multiple priorities simultaneously
• Ability to work independently and as part of a team

Qualifications:

• 4-year degree in Finance, Economics, Accounting or MBA from a top-tier business school
• Minimum of two years of Investment Banking work experience (no exceptions)
• Series 63 and 79 licenses
• Willingness and ability to travel as needed

The annual compensation range for this role is $75,000 to $140,000. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business or organizational needs.

Benefits and Compensation:

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

* Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

ABOUT PKF INVESTMENT BANKING

PKF O’Connor Davies Capital LLC (D/B/A PKF Investment Banking) is a subsidiary and investment banking affiliate of PKF O’Connor Davies Advisory LLC. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies Advisory LLC, an independently owned entity, provides professional services in accordance with…