Finance internship with Equitable Bank's FP&A team supporting business case analysis and financial reporting.
About the role
- Investment Associate supporting M&A transactions for vertical software companies. Managing deal sourcing and execution as part of a collaborative investment team.
Responsibilities
- Own and actively manage the acquisition pipeline
- Research vertical software markets and identify attractive acquisition targets
- Conduct outbound outreach to founders and intermediaries
- Perform early-stage screening, financial reviews, and business assessments
- Maintain CRM data, pipeline tracking, and sourcing metrics
- Support end-to-end transaction execution from LOI through close
- Build and review financial models, valuation analyses (DCF, comps, scenarios)
- Conduct financial, commercial, and operational due diligence
- Analyze historical performance, forecasts, SaaS KPIs, and customer metrics
- Coordinate with cross-functional teams (finance, legal, operations, technology)
- Prepare investment memos and materials for senior leadership
- Track portfolio and pipeline KPIs, timelines, and risks
- Conduct market, industry, and competitive research
- Identify trends, growth opportunities, and deal risks
- Contribute to process improvements and best practices across the M&A function
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- 0–4 years of experience in Investment Banking, Private Equity, Consulting, or Corporate Development
- Strong financial analysis, modeling, and valuation skills
- Advanced proficiency in Excel and PowerPoint
- Comfortable owning workstreams independently in a fast-paced environment
- Strong written and verbal communication skills
- Curious and proactive
Job title
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