Investment Banking Associate

About the role

The Post Oak Group is looking for an Investment Banking Associate to support sell‑side M&A and capital markets advisory mandates within its lower‑middle‑market practice. This client‑facing position works directly with senior bankers, founders, CEOs and institutional investors, taking ownership of transaction execution from day one.

Key responsibilities

• Produce institutional‑quality transaction materials such as teasers, confidential information memoranda, management presentations and executive summaries.
• Perform EBITDA normalization, LTM and projected financial analysis, comparable company and precedent transaction analysis, and build supporting financial narratives.
• Develop and maintain detailed financial models, including operating models, sources & uses, returns and sensitivity analyses.
• Identify and tier investor and buyer universes, targeting appropriate senior contacts.
• Validate total addressable and serviceable markets, stress‑testing company claims against independent data sources.
• Participate in client calls, management presentations and diligence sessions alongside senior bankers.
• Support investor and buyer outreach, drafting communications and managing follow‑up cadence.
• Maintain deal CRM, outreach tracker and data room to ensure accurate process management.

Required profile

• Prior experience in investment banking, corporate development or transaction advisory with direct responsibility for sell‑side M&A and capital markets execution.
• Ability to independently produce teasers, CIMs and fully integrated financial models.
• Strong analytical ability, sound judgment and capacity to manage multiple workstreams without sacrificing quality.

Required skills

• Financial modeling
• EBITDA normalization
• LTM and projected financial analysis
• Comparable company analysis
• Precedent transaction analysis