Sharp Financial · 7 hours ago
Senior Associate, Investment Banking
Horsham, PA
Full-time
Hybrid
Mid, Senior Level
2+ years expSharp Financial is a company that specializes in guiding middle-market and lower middle-market companies through M&A transactions and financial strategies. The Senior Associate will lead complex financial models, oversee analyst work, and support M&A execution while collaborating across the firm's integrated platform.
AccountingFinanceFinancial Services
Responsibilities
Lead and review complex financial models, including valuation, transaction structures, capital raises, and liquidity analyses
Oversee Analyst work product, providing guidance, review, and quality control across models, presentations, and analyses
Support execution of M&A transactions, including buyer outreach materials, CIM development, management presentations, and data room coordination
Conduct in-depth company, industry, and buyer research to support transaction strategy and positioning
Assist in structuring and evaluating debt, equity, and hybrid financing solutions for growth, recapitalization, or liquidity events
Prepare and contribute to client presentations, investment committee materials, and internal transaction summaries
Participate in client calls and meetings alongside senior bankers, gaining exposure to deal strategy and client communication
Collaborate across Sharp's integrated platform to ensure seamless execution and value creation for clients
Support internal process improvement, templates, and best practices as the Investment Banking platform continues to scale
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
2-4 years of experience in investment banking, corporate finance, transaction advisory, private equity, or consulting
Strong proficiency in financial modeling, valuation (DCF, precedent transactions, trading comps), and Excel
Experience supporting live deal execution across multiple workstreams
Strong written and verbal communication skills with the ability to present clearly to internal and external stakeholders
Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment
Collaborative, client-focused mindset aligned with Sharp's core values
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
Work From Home
Free Food & Snacks
Wellness Resources
Summer Fridays
Company
Sharp Financial
Sharp Financial is an integrated financial management firm that unifies business strategy, accounting, tax, wealth management, investment banking and family office services to help business owners and their families achieve the extraordinary.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-10-29
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