Role Summary
We are hiring an Analyst or an Associate, Investment Banking, to serve as a core execution professional on live mandates. Working directly with senior leadership and clients, you will drive impact at every stage of the deal process – from initial analysis through closing. You will build financial models, conduct industry and company research, prepare client-ready marketing materials, and help structure and execute capital raises, M&A assignments, and financing solutions for lower middle market clients.
This is a hands-on execution role, ideal for someone who:
- Takes ownership of analytical workstreams and sees them through to a polished, client-ready product
- Thrives in a lean, fast-paced, entrepreneurial environment with meaningful responsibility early
- Has a natural curiosity to understand how and why businesses and transactions work
- Wants direct client exposure and a seat close to the deal, not several layers removed from it
Key Responsibilities
- Build and analyze financial models (LBO, credit and returns analyses) across industries and sectors, turning raw data into insights that guide critical decisions
- Conduct industry and company research to support M&A, financing, and capital raising mandates, delivering polished, client-ready analysis
- Prepare marketing collateral and transaction materials, including pitch books, confidential information memorandums (CIMs), lender presentations, and management presentations
- Develop comprehensive market landscapes – comparable company analysis, competitive positioning, value chain and market sizing – to inform strategy and drive deal execution
- Support the full deal lifecycle, coordinating with lenders, clients, and advisors to advance transactions from mandate through close
- Manage multiple engagements simultaneously, providing timely, concise updates to internal teams and clients and keeping every deal on track under demanding timelines
Qualifications
- Bachelor’s degree required; concentration in finance, accounting, economics, or a related field preferred
- 1–3 years of experience in a transaction-focused environment; backgrounds in investment banking or credit analysis are highly desirable; career changers with strong analytical foundations and transferable financial skills are encouraged to apply
- Strong financial modeling and valuation skills, with a solid grounding in accounting and financial statement analysis; ability to produce polished transaction materials including pitch books, CIMs, and lender presentations
- Advanced proficiency in Excel and PowerPoint; strong written and verbal communication skills with the ability to manage up and across stakeholders
- High accountability, meticulous attention to detail, and an ownership mentality, able to manage multiple workstreams simultaneously under demanding timelines
- FINRA Series 7 or 82, Series 63, and Series 79 preferred; candidates without current licensure but committed to obtaining them will be considered
- Familiarity with AI-powered workflows and tools as applied to deal research, document drafting, or financial analysis is a plus
- Must be authorized to work in the U.S.; this role is not eligible for employment sponsorship
Skills Development
We are invested in the growth of every member of our team. At Bankers Edge, you will have direct access to senior bankers and a front-row seat on live transactions across a range of deal types and sectors — an accelerated learning environment that most junior professionals don’t encounter until years into their careers.
Beyond on-the-job experience, we support your professional development through:
- Ongoing mentorship and feedback from Managing Partners with deep buy-side and institutional markets experience
- Exposure to the full deal lifecycle, from origination and structuring through diligence, marketing, and close
- Support for continuing education, professional designations (CFA, CAIA, or similar), and FINRA licensing
- Access to emerging tools and AI-powered workflows being integrated into modern deal execution
- A culture that rewards curiosity, initiative, and ownership, where strong contributors advance quickly
About Bankers Edge Advisory
Bankers Edge Advisory is a Birmingham, Michigan-based boutique investment bank specializing in capital market solutions, M&A advisory, and loan portfolio transactions for lower middle market companies, private equity sponsors, and financial institutions. Founded by senior practitioners with over 30 years of combined experience across buy-side and institutional markets, the firm operates as a lean, senior-led advisory practice where every mandate gets direct attention from experienced bankers.
We work at the intersection of strategy and execution: structuring and placing private credit, guiding M&A processes, and connecting clients with the right bank and non-bank capital partners for their specific situation. Our edge is the depth of our market relationships and the quality of our work, not volume.
Joining Bankers Edge means working directly alongside Managing Partners and clients from day one, with real ownership of live transactions and the opportunity to grow quickly in a high-accountability environment.