Job Description

Our client, an independent and rapidly expanding boutique investment bank in Los Angeles, is seeking to appoint an Investment Banking Associate to join its growing team. Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline.

The business is primarily focused on lower middle market sell-side M&A, while also advising on debt capital raises and selected buy-side mandates. Its client base is made up largely of entrepreneur-led businesses across a variety of sectors, including technology, consumer, and business services.

This opportunity offers the chance to join at an early stage and work alongside accomplished bankers who are focused on building the firm with a long-term, quality-driven approach. Our client is looking for a motivated, commercially minded Associate who is eager to develop alongside the platform.

The Role

Our client is hiring an Investment Banking Associate to serve as a key member of the deal team, positioned between the Vice President and Managing Director levels. This is a broad, hands-on role rather than a narrowly focused sector position, offering exposure across multiple industries and transaction types from the outset.

Key Responsibilities

• Review analyst output and help uphold a consistently high standard of accuracy, professionalism, and presentation quality
• Draft and refine client materials such as pitch books, teasers, CIMs, management presentations, buyer lists, and process communications
• Support origination activities through pitch development, market mapping, target identification, and outreach efforts
• Support execution across M&A, capital raising, and strategic advisory assignments from initial pitch through closing
• Manage diligence processes, virtual data rooms, diligence trackers, and coordination across clients, counterparties, legal advisors, and other stakeholders
• Contribute to broader firm-building initiatives, including recruiting, training, and process improvement efforts
• Conduct company, industry, buyer, and investor research to help inform transaction positioning and business development
• Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses

Requirements

• Strong written and verbal communication skills, with the ability to create polished, client-ready materials
• 2–6 years of investment banking experience with meaningful exposure to sell-side M&A, capital raising, or strategic advisory work
• Undergraduate degree with a strong academic record
• Ability to work with urgency, manage multiple workstreams, and remain composed in a fast-paced environment
• Excellent financial modeling and valuation capabilities
• Demonstrated experience supporting transactions from pitch phase through closing
• Proficiency in Excel, PowerPoint, PitchBook, and other standard investment banking tools
• Series 79 and 63 licenses
• Strong attention to detail, sound judgment, and effective process management skills

Benefits

• Base Salary: Up to $150,000 (commensurate with experience)
• Performance Bonus (tied to deal activity and firm performance)
• Leave: Unlimited PTO
• Additional: Wellness stipends, paid parental leave, and other benefits

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Haldren and our clients are Equal Opportunity Employers. For all positions, whether with Haldren or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Haldren and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Haldren and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Haldren and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Haldren and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Haldren and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at .
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Haldren and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Haldren and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Use of Artificial Intelligence in Recruitment

Haldren and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.

Genetic Information: In accordance with federal and state laws, both Haldren and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Haldren and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Haldren or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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