PKF O'Connor Davies · 4 hours ago
Investment Banking Analyst/Associate, Mergers & Acquisitions (M&A)
New York, NY
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $140K/yr
2+ years expPKF O'Connor Davies is seeking an Analyst or Associate to join their rapidly growing M&A advisory practice. The role involves significant responsibilities related to pitching for and executing middle-market sell-side and buy-side M&A transactions across diverse industries.
AccountingAdviceConsultingFinancial Services
No H1B
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
Qualification
Required
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
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 project management skills
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
Benefits
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
Commuter & Parking benefits 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
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2025-12-09
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