Associate, Investment Banking

About G2
G2 Capital Advisors (www.g2cap.com) is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. As part of GA Group (backed by Oaktree), G2 brings additional scale and resources to support middle-market companies. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients.
About the Role
As an Associate, you’ll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process—from idea generation to closing. You’ll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends— making you a critical player in both business development and deal execution. This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you.
Location: Boston, NYC, or Chicago
Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 4 days required in the office. These in-office requirements may be adjusted based on the needs of the business.
What We Look For
Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights
Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making
Transform complex client data into clear visuals that convey appealing narratives to prospective buyers
Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions
Support the build out of comprehensive market landscapes for M&A-focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution
Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials—from deal pitches to financing strategies—turning ideas into presentations that win business
Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most
Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal
Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track
The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us
What We Look For
3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience
Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing
Financial modeling and analytical skills, including knowledge of financial accounting
Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models
Deep knowledge of Microsoft Office especially Excel and PPT
A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions
A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed
An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results
A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams
A track record of acting with integrity, consistently choosing to do what’s right-even when it’s difficult or unnoticed
Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders
Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients
What we offer
Catered lunch 4 days a week
Generous performance bonus program
Comprehensive healthcare
Unlimited vacation
401K match
Professional development opportunities
Quarterly peer-recognition awards
Team events & outings
Branded swag
Referral bonus
What we value
While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here.
G2 rewards employees with a quarterly performance bonus that allows one in this role to earn up to a total compensation of $220,000, including an annual base salary of $125,000. In addition, all employees are encouraged to contribute to business development and are eligible for a sourcing bonus tied to the revenue for a given transaction.

Employment type
Full-Time

Work arrangement
No