Investment Banking – Associate

Job Description

The Post Oak Group is seeking an Associate to support and increasingly lead execution workstreams across the firm’s lower middle market capital markets and M&A practice. This role is designed for a rigorous, detail-oriented professional ready to take ownership of analysis, materials, and investor coordination on live transactions.

This is a client-facing, investor-facing role. The Associate works directly alongside senior bankers in front of institutional investors, family offices, and private capital sources, with substantive responsibility for work product and process support from day one.

Role Overview

As an Associate, you will drive the analytical and materials workstreams underpinning sell-side M&A, private placements, and capital raises—building models, drafting investor materials, supporting outreach, and coordinating diligence. You will interact directly with investors and clients under senior supervision, with all securities-related activity conducted in full regulatory compliance and within applicable supervisory frameworks.

The role demands analytical rigor, excellent written communication, and the organizational discipline to manage multiple workstreams in parallel while maintaining full regulatory compliance.

Key Responsibilities

• Own financial analysis for live mandates, including EBITDA normalization, LTM and PF analysis, financial modeling, and comparable company and precedent transaction analysis
• Draft investor-facing transaction materials, including teasers, confidential information memoranda, investor presentations, and executive summaries
• Support investor outreach, helping build and tier investor universes, drafting targeted communications, and tracking follow-up cadence across active processes
• Participate in investor engagement, joining investor calls and meetings, helping field questions, and coordinating diligence requests
• Manage the deal infrastructure, including the CRM, outreach tracker,...